Valeo Financial Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
21,123
+6,855
| +48% | +$161K | 0.01% | 454 |
|
|
2025
Q1 | $310K | Buy |
14,268
+2,478
| +21% | +$53.8K | 0.01% | 525 |
|
|
2024
Q4 | $277K | Sell |
11,790
-6,692
| -36% | -$157K | 0.01% | 555 |
|
|
2024
Q3 | $431K | Buy |
18,482
+45
| +0.2% | +$1.05K | 0.01% | 439 |
|
|
2024
Q2 | $369K | Sell |
18,437
-4,323
| -19% | -$86.6K | 0.01% | 463 |
|
|
2024
Q1 | $450K | Buy |
22,760
+3,753
| +20% | +$74.2K | 0.02% | 408 |
|
|
2023
Q4 | $368K | Sell |
19,007
-1,897
| -9% | -$36.8K | 0.01% | 430 |
|
|
2023
Q3 | $360K | Buy |
20,904
+1,475
| +8% | +$25.4K | 0.02% | 412 |
|
|
2023
Q2 | $346K | Sell |
19,429
-6,602
| -25% | -$118K | 0.02% | 397 |
|
|
2023
Q1 | $483K | Buy |
26,031
+8,217
| +46% | +$153K | 0.02% | 346 |
|
|
2022
Q4 | $384K | Buy |
+17,814
| New | +$384K | 0.02% | 330 |
|
|
2022
Q2 | – | Sell |
-13,000
| Closed | -$289K | – | 570 |
|
|
2022
Q1 | $289K | Buy |
+13,000
| New | +$289K | 0.01% | 433 |
|
|
2021
Q2 | – | Sell |
-2,718
| Closed | -$56K | – | 1426 |
|
|
2021
Q1 | $56K | Buy |
2,718
+198
| +8% | +$4.08K | ﹤0.01% | 796 |
|
|
2020
Q4 | $41K | Buy |
2,520
+711
| +39% | +$11.6K | ﹤0.01% | 824 |
|
|
2020
Q3 | $21K | Sell |
1,809
-5,936
| -77% | -$68.9K | ﹤0.01% | 879 |
|
|
2020
Q2 | $86K | Buy |
7,745
+379
| +5% | +$4.21K | 0.01% | 532 |
|
|
2020
Q1 | $76K | Buy |
7,366
+2,766
| +60% | +$28.5K | 0.01% | 474 |
|
|
2019
Q4 | $79K | Buy |
4,600
+1,391
| +43% | +$23.9K | 0.01% | 509 |
|
|
2019
Q3 | $51K | Sell |
3,209
-7,019
| -69% | -$112K | 0.01% | 592 |
|
|
2019
Q2 | $153K | Sell |
10,228
-1,558
| -13% | -$23.3K | 0.02% | 344 |
|
|
2019
Q1 | $167K | Sell |
11,786
-133
| -1% | -$1.89K | 0.02% | 317 |
|
|
2018
Q4 | $159K | Buy |
11,919
+1,000
| +9% | +$13.3K | 0.02% | 290 |
|
|
2018
Q3 | $183K | Buy |
10,919
+2
| +0% | +$34 | 0.02% | 288 |
|
|
2018
Q2 | $208K | Buy |
10,917
+168
| +2% | +$3.2K | 0.03% | 276 |
|
|
2018
Q1 | $200K | Buy |
10,749
+400
| +4% | +$7.44K | 0.03% | 255 |
|
|
2017
Q4 | $179K | Buy |
10,349
+6,249
| +152% | +$108K | 0.03% | 255 |
|
|
2017
Q3 | $62K | Buy |
+4,100
| New | +$62K | 0.01% | 371 |
|