Visionary Wealth 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 | $375K | Hold |
15,956
| – | – | 0.02% | 415 |
|
|
2025
Q1 | $347K | Hold |
15,956
| – | – | 0.02% | 404 |
|
|
2024
Q4 | $375K | Buy |
15,956
+3,390
| +27% | +$79.7K | 0.02% | 399 |
|
|
2024
Q3 | $293K | Sell |
12,566
-740
| -6% | -$17.3K | 0.02% | 437 |
|
|
2024
Q2 | $267K | Buy |
13,306
+1,507
| +13% | +$30.2K | 0.02% | 432 |
|
|
2024
Q1 | $248K | Hold |
11,799
| – | – | 0.02% | 432 |
|
|
2023
Q4 | $229K | Hold |
11,799
| – | – | 0.02% | 438 |
|
|
2023
Q3 | $203K | Buy |
11,799
+100
| +0.9% | +$1.72K | 0.02% | 426 |
|
|
2023
Q2 | $208K | Sell |
11,699
-635
| -5% | -$11.3K | 0.02% | 429 |
|
|
2023
Q1 | $229K | Hold |
12,334
| – | – | 0.02% | 400 |
|
|
2022
Q4 | $266K | Buy |
12,334
+1,895
| +18% | +$40.9K | 0.02% | 347 |
|
|
2022
Q3 | $210K | Buy |
10,439
+74
| +0.7% | +$1.49K | 0.02% | 362 |
|
|
2022
Q2 | $194K | Sell |
10,365
-2,096
| -17% | -$39.2K | 0.02% | 397 |
|
|
2022
Q1 | $277K | Sell |
12,461
-18
| -0.1% | -$400 | 0.02% | 348 |
|
|
2021
Q4 | $272K | Buy |
+12,479
| New | +$272K | 0.02% | 310 |
|