Waddell & Associates’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 | $766K | Hold |
32,574
| – | – | 0.08% | 69 |
|
|
2025
Q1 | $708K | Sell |
32,574
-289
| -0.9% | -$6.28K | 0.09% | 60 |
|
|
2024
Q4 | $773K | Sell |
32,863
-2,598
| -7% | -$61.1K | 0.08% | 61 |
|
|
2024
Q3 | $827K | Buy |
35,461
+4,241
| +14% | +$98.9K | 0.1% | 60 |
|
|
2024
Q2 | $626K | Buy |
31,220
+1,057
| +4% | +$21.2K | 0.08% | 66 |
|
|
2024
Q1 | $635K | Sell |
30,163
-75
| -0.2% | -$1.58K | 0.09% | 66 |
|
|
2023
Q4 | $586K | Hold |
30,238
| – | – | 0.08% | 72 |
|
|
2023
Q3 | $520K | Buy |
30,238
+6,399
| +27% | +$110K | 0.08% | 75 |
|
|
2023
Q2 | $425K | Hold |
23,839
| – | – | 0.06% | 89 |
|
|
2023
Q1 | $442K | Sell |
23,839
-75
| -0.3% | -$1.39K | 0.07% | 83 |
|
|
2022
Q4 | $516K | Buy |
+23,914
| New | +$516K | 0.09% | 74 |
|
|
2022
Q3 | – | Sell |
-15,952
| Closed | -$299K | – | 147 |
|
|
2022
Q2 | $299K | Sell |
15,952
-1
| -0% | -$19 | 0.06% | 102 |
|
|
2022
Q1 | $355K | Sell |
15,953
-3,599
| -18% | -$80.1K | 0.06% | 90 |
|
|
2021
Q4 | $426K | Buy |
19,552
+64
| +0.3% | +$1.39K | 0.07% | 77 |
|
|
2021
Q3 | $415K | Buy |
19,488
+63
| +0.3% | +$1.34K | 0.07% | 70 |
|
|
2021
Q2 | $392 | Buy |
+19,425
| New | +$392 | 0.06% | 77 |
|