Wealth Effects’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,438
| Closed | -$342K | – | 210 |
|
|
2023
Q1 | $342K | Sell |
18,438
-2,741
| -13% | -$50.9K | 0.18% | 128 |
|
|
2022
Q4 | $457K | Sell |
21,179
-5,712
| -21% | -$123K | 0.26% | 90 |
|
|
2022
Q3 | $540K | Buy |
26,891
+732
| +3% | +$14.7K | 0.33% | 72 |
|
|
2022
Q2 | $490K | Sell |
26,159
-641
| -2% | -$12K | 0.29% | 80 |
|
|
2022
Q1 | $597K | Sell |
26,800
-500
| -2% | -$11.1K | 0.28% | 73 |
|
|
2021
Q4 | $595K | Buy |
+27,300
| New | +$595K | 0.25% | 84 |
|