Waverly 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 | $1.11M | Sell |
47,214
-5,151
| -10% | -$121K | 0.01% | 593 |
|
|
2025
Q1 | $1.14M | Buy |
52,365
+4,309
| +9% | +$93.6K | 0.01% | 580 |
|
|
2024
Q4 | $1.13M | Sell |
48,056
-1,502
| -3% | -$35.3K | 0.02% | 488 |
|
|
2024
Q3 | $1.16M | Buy |
49,558
+3,875
| +8% | +$90.4K | 0.02% | 424 |
|
|
2024
Q2 | $915K | Sell |
45,683
-11,472
| -20% | -$230K | 0.02% | 445 |
|
|
2024
Q1 | $1.2M | Sell |
57,155
-6,646
| -10% | -$140K | 0.03% | 338 |
|
|
2023
Q4 | $1.24M | Buy |
63,801
+3,028
| +5% | +$58.7K | 0.05% | 195 |
|
|
2023
Q3 | $1.05M | Sell |
60,773
-1,528
| -2% | -$26.3K | 0.05% | 191 |
|
|
2023
Q2 | $1.11M | Sell |
62,301
-1,586
| -2% | -$28.3K | 0.05% | 174 |
|
|
2023
Q1 | $1.19M | Buy |
63,887
+1,949
| +3% | +$36.2K | 0.06% | 132 |
|
|
2022
Q4 | $1.34M | Buy |
61,938
+5,549
| +10% | +$120K | 0.07% | 115 |
|
|
2022
Q3 | $1.13M | Buy |
56,389
+1,047
| +2% | +$21K | 0.08% | 103 |
|
|
2022
Q2 | $1.04M | Sell |
55,342
-1,497
| -3% | -$28.1K | 0.1% | 83 |
|
|
2022
Q1 | $1.27M | Sell |
56,839
-495
| -0.9% | -$11K | 0.11% | 68 |
|
|
2021
Q4 | $1.42M | Buy |
57,334
+2,038
| +4% | +$50.6K | 0.12% | 60 |
|
|
2021
Q3 | $1.33M | Sell |
55,296
-6,936
| -11% | -$167K | 0.11% | 66 |
|
|
2021
Q2 | $1.28M | Buy |
62,232
+29
| +0% | +$595 | 0.12% | 66 |
|
|
2021
Q1 | $1.4M | Sell |
62,203
-7,475
| -11% | -$168K | 0.14% | 58 |
|
|
2020
Q4 | $1.35M | Buy |
69,678
+34
| +0% | +$658 | 0.14% | 57 |
|
|
2020
Q3 | $926K | Buy |
69,644
+5,332
| +8% | +$70.9K | 0.12% | 63 |
|
|
2020
Q2 | $747K | Buy |
64,312
+17
| +0% | +$197 | 0.1% | 71 |
|
|
2020
Q1 | $577K | Hold |
64,295
| – | – | 0.1% | 74 |
|
|
2019
Q4 | $1.05M | Sell |
64,295
-9,759
| -13% | -$160K | 0.14% | 60 |
|
|
2019
Q3 | $1.17M | Buy |
74,054
+5
| +0% | +$79 | 0.17% | 56 |
|
|
2019
Q2 | $1.11M | Buy |
74,049
+53,426
| +259% | +$798K | 0.16% | 56 |
|
|
2019
Q1 | $292K | Sell |
20,623
-5,554
| -21% | -$78.6K | 0.05% | 96 |
|
|
2018
Q4 | $350K | Sell |
26,177
-8,896
| -25% | -$119K | 0.06% | 80 |
|
|
2018
Q3 | $644K | Buy |
35,073
+1,395
| +4% | +$25.6K | 0.1% | 107 |
|
|
2018
Q2 | $599K | Buy |
33,678
+2,230
| +7% | +$39.7K | 0.09% | 108 |
|
|
2018
Q1 | $584K | Sell |
31,448
-2,832
| -8% | -$52.6K | 0.09% | 111 |
|
|
2017
Q4 | $593K | Buy |
34,280
+7,484
| +28% | +$129K | 0.08% | 135 |
|
|
2017
Q3 | $408K | Buy |
26,796
+100
| +0.4% | +$1.52K | 0.09% | 150 |
|
|
2017
Q2 | $391K | Buy |
26,696
+1,900
| +8% | +$27.8K | 0.1% | 154 |
|
|
2017
Q1 | $360K | Buy |
24,796
+5,468
| +28% | +$79.4K | 0.09% | 160 |
|
|
2016
Q4 | $278K | Buy |
19,328
+450
| +2% | +$6.47K | 0.1% | 83 |
|
|
2016
Q3 | $186K | Hold |
18,878
| – | – | 0.08% | 96 |
|
|
2016
Q2 | $161K | Hold |
18,878
| – | – | 0.07% | 81 |
|
|
2016
Q1 | $148K | Sell |
18,878
-36,000
| -66% | -$282K | 0.09% | 85 |
|
|
2015
Q4 | $527K | Buy |
54,878
+36,000
| +191% | +$346K | 0.23% | 51 |
|
|
2015
Q3 | $170K | Hold |
18,878
| – | – | 0.12% | 56 |
|
|
2015
Q2 | $196K | Sell |
18,878
-120
| -0.6% | -$1.25K | 0.12% | 52 |
|
|
2015
Q1 | $180K | Hold |
18,998
| – | – | 0.09% | 50 |
|
|
2014
Q4 | $201K | Hold |
18,998
| – | – | 0.1% | 53 |
|
|
2014
Q3 | $191K | Sell |
18,998
-6,200
| -25% | -$62.3K | 0.1% | 94 |
|
|
2014
Q2 | $268K | Hold |
25,198
| – | – | 0.11% | 92 |
|
|
2014
Q1 | $280K | Sell |
25,198
-34,343
| -58% | -$382K | 0.13% | 88 |
|
|
2013
Q4 | $589K | Sell |
59,541
-1,351
| -2% | -$13.4K | 0.21% | 52 |
|
|
2013
Q3 | $564K | Buy |
60,892
+1,001
| +2% | +$9.27K | 0.29% | 31 |
|
|
2013
Q2 | $571K | Buy |
+59,891
| New | +$571K | 0.33% | 32 |
|