Wealthspire Advisors (New York)’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,133
| Closed | -$354K | – | 597 |
|
|
2021
Q1 | $354K | Buy |
17,133
+2,271
| +15% | +$46.9K | 0.01% | 502 |
|
|
2020
Q4 | $240K | Buy |
14,862
+2,882
| +24% | +$46.5K | 0.01% | 508 |
|
|
2020
Q3 | $138K | Sell |
11,980
-62
| -0.5% | -$714 | 0.01% | 310 |
|
|
2020
Q2 | $134K | Sell |
12,042
-9,228
| -43% | -$103K | 0.01% | 267 |
|
|
2020
Q1 | $191K | Buy |
+21,270
| New | +$191K | 0.01% | 502 |
|
|
2019
Q1 | – | Sell |
-1,174
| Closed | -$16K | – | 636 |
|
|
2018
Q4 | $16K | Buy |
+1,174
| New | +$16K | ﹤0.01% | 394 |
|