Wealthspire Advisors (Maryland)’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $138K | Buy |
+11,980
| New | +$138K | ﹤0.01% | 459 |
|
|
2020
Q2 | – | Sell |
-15,247
| Closed | -$137K | – | 467 |
|
|
2020
Q1 | $137K | Buy |
15,247
+206
| +1% | +$1.85K | 0.01% | 406 |
|
|
2019
Q4 | $258K | Buy |
15,041
+288
| +2% | +$4.94K | 0.02% | 413 |
|
|
2019
Q3 | $233K | Sell |
14,753
-2,885
| -16% | -$45.6K | 0.02% | 402 |
|
|
2019
Q2 | $264K | Sell |
17,638
-2,530
| -13% | -$37.9K | 0.02% | 380 |
|
|
2019
Q1 | $285K | Sell |
20,168
-1,125
| -5% | -$15.9K | 0.02% | 372 |
|
|
2018
Q4 | $285K | Buy |
21,293
+1,400
| +7% | +$18.7K | 0.03% | 334 |
|
|
2018
Q3 | $365K | Buy |
19,893
+585
| +3% | +$10.7K | 0.03% | 312 |
|
|
2018
Q2 | $343K | Buy |
19,308
+3,099
| +19% | +$55.1K | 0.03% | 322 |
|
|
2018
Q1 | $301K | Sell |
16,209
-763
| -4% | -$14.2K | 0.03% | 361 |
|
|
2017
Q4 | $293K | Buy |
16,972
+9,759
| +135% | +$168K | 0.03% | 377 |
|
|
2017
Q3 | $110K | Buy |
7,213
+38
| +0.5% | +$580 | 0.01% | 668 |
|
|
2017
Q2 | $105K | Sell |
7,175
-9
| -0.1% | -$132 | 0.01% | 680 |
|
|
2017
Q1 | $104K | Buy |
7,184
+666
| +10% | +$9.64K | 0.01% | 588 |
|
|
2016
Q4 | $94K | Sell |
6,518
-317
| -5% | -$4.57K | 0.01% | 594 |
|
|
2016
Q3 | $67K | Buy |
6,835
+69
| +1% | +$676 | 0.01% | 700 |
|
|
2016
Q2 | $58K | Buy |
6,766
+253
| +4% | +$2.17K | 0.01% | 700 |
|
|
2016
Q1 | $51K | Buy |
6,513
+160
| +3% | +$1.25K | 0.01% | 698 |
|
|
2015
Q4 | $61K | Buy |
+6,353
| New | +$61K | 0.01% | 664 |
|