WBI Investments’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-42,438
| Closed | -$998K | – | 289 |
|
|
2024
Q4 | $998K | Sell |
42,438
-63,337
| -60% | -$1.49M | 0.25% | 112 |
|
|
2024
Q3 | $2.47M | Buy |
105,775
+42,555
| +67% | +$993K | 0.59% | 43 |
|
|
2024
Q2 | $1.27M | Buy |
63,220
+31,400
| +99% | +$629K | 0.31% | 88 |
|
|
2024
Q1 | $669K | Buy |
31,820
+7,601
| +31% | +$160K | 0.14% | 126 |
|
|
2023
Q4 | $469K | Buy |
+24,219
| New | +$469K | 0.09% | 148 |
|
|
2021
Q1 | – | Sell |
-29,590
| Closed | -$477K | – | 227 |
|
|
2020
Q4 | $477K | Sell |
29,590
-3,112
| -10% | -$50.2K | 0.07% | 125 |
|
|
2020
Q3 | $377K | Sell |
32,702
-49,903
| -60% | -$575K | 0.06% | 92 |
|
|
2020
Q2 | $919K | Buy |
82,605
+69,258
| +519% | +$771K | 0.15% | 62 |
|
|
2020
Q1 | $120K | Sell |
13,347
-44,396
| -77% | -$399K | 0.02% | 82 |
|
|
2019
Q4 | $991K | Sell |
57,743
-312,948
| -84% | -$5.37M | 0.11% | 128 |
|
|
2019
Q3 | $5.87M | Buy |
+370,691
| New | +$5.87M | 0.56% | 44 |
|
|
2018
Q3 | – | Sell |
-130,014
| Closed | -$2.31M | – | 322 |
|
|
2018
Q2 | $2.31M | Buy |
+130,014
| New | +$2.31M | 0.12% | 111 |
|
|
2016
Q4 | – | Sell |
-4,027,107
| Closed | -$39.7M | – | 372 |
|
|
2016
Q3 | $39.7M | Buy |
+4,027,107
| New | +$39.7M | 1.52% | 16 |
|