Wells Fargo’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $169K | Buy |
5,785
+403
| +7% | +$11.8K | ﹤0.01% | 4478 |
|
2025
Q1 | $162K | Sell |
5,382
-193
| -3% | -$5.81K | ﹤0.01% | 4390 |
|
2024
Q4 | $189K | Buy |
5,575
+1,597
| +40% | +$54.3K | ﹤0.01% | 4348 |
|
2024
Q3 | $130K | Buy |
3,978
+234
| +6% | +$7.65K | ﹤0.01% | 4472 |
|
2024
Q2 | $108K | Buy |
3,744
+649
| +21% | +$18.7K | ﹤0.01% | 4532 |
|
2024
Q1 | $74.9K | Buy |
3,095
+359
| +13% | +$8.69K | ﹤0.01% | 4686 |
|
2023
Q4 | $68.6K | Buy |
2,736
+538
| +24% | +$13.5K | ﹤0.01% | 4719 |
|
2023
Q3 | $60.8K | Sell |
2,198
-838
| -28% | -$23.2K | ﹤0.01% | 4733 |
|
2023
Q2 | $92.6K | Buy |
3,036
+1,681
| +124% | +$51.3K | ﹤0.01% | 4826 |
|
2023
Q1 | $35.4K | Buy |
+1,355
| New | +$35.4K | ﹤0.01% | 5058 |
|
2022
Q4 | – | Sell |
-2,338
| Closed | -$66K | – | 7324 |
|
2022
Q3 | $66K | Sell |
2,338
-101
| -4% | -$2.85K | ﹤0.01% | 4519 |
|
2022
Q2 | $91K | Sell |
2,439
-17,390
| -88% | -$649K | ﹤0.01% | 4437 |
|
2022
Q1 | $963K | Sell |
19,829
-10,874
| -35% | -$528K | ﹤0.01% | 3697 |
|
2021
Q4 | $1.76M | Buy |
30,703
+2,991
| +11% | +$172K | ﹤0.01% | 3397 |
|
2021
Q3 | $1.61M | Buy |
27,712
+4,846
| +21% | +$282K | ﹤0.01% | 3663 |
|
2021
Q2 | $1.07M | Buy |
22,866
+17,864
| +357% | +$832K | ﹤0.01% | 3947 |
|
2021
Q1 | $173K | Sell |
5,002
-16,716
| -77% | -$578K | ﹤0.01% | 4905 |
|
2020
Q4 | $648K | Sell |
21,718
-12
| -0.1% | -$358 | ﹤0.01% | 4267 |
|
2020
Q3 | $362K | Sell |
21,730
-944
| -4% | -$15.7K | ﹤0.01% | 4461 |
|
2020
Q2 | $401K | Sell |
22,674
-11,856
| -34% | -$210K | ﹤0.01% | 4360 |
|
2020
Q1 | $472K | Buy |
34,530
+11,893
| +53% | +$163K | ﹤0.01% | 3954 |
|
2019
Q4 | $679K | Sell |
22,637
-12,574
| -36% | -$377K | ﹤0.01% | 4044 |
|
2019
Q3 | $992K | Sell |
35,211
-383
| -1% | -$10.8K | ﹤0.01% | 3781 |
|
2019
Q2 | $939K | Sell |
35,594
-2,973
| -8% | -$78.4K | ﹤0.01% | 3844 |
|
2019
Q1 | $941K | Buy |
38,567
+21,951
| +132% | +$536K | ﹤0.01% | 3880 |
|
2018
Q4 | $400K | Buy |
16,616
+531
| +3% | +$12.8K | ﹤0.01% | 4337 |
|
2018
Q3 | $464K | Buy |
16,085
+614
| +4% | +$17.7K | ﹤0.01% | 4382 |
|
2018
Q2 | $542K | Sell |
15,471
-2,147
| -12% | -$75.2K | ﹤0.01% | 4295 |
|
2018
Q1 | $560K | Sell |
17,618
-18,194
| -51% | -$578K | ﹤0.01% | 4216 |
|
2017
Q4 | $943K | Buy |
35,812
+1,248
| +4% | +$32.9K | ﹤0.01% | 3899 |
|
2017
Q3 | $838K | Buy |
34,564
+181
| +0.5% | +$4.39K | ﹤0.01% | 3907 |
|
2017
Q2 | $813K | Sell |
34,383
-104,477
| -75% | -$2.47M | ﹤0.01% | 3811 |
|
2017
Q1 | $2.7M | Buy |
138,860
+111,573
| +409% | +$2.17M | ﹤0.01% | 2914 |
|
2016
Q4 | $716K | Buy |
27,287
+21,187
| +347% | +$556K | ﹤0.01% | 3860 |
|
2016
Q3 | $132K | Hold |
6,100
| – | – | ﹤0.01% | 4548 |
|
2016
Q2 | $89K | Sell |
6,100
-643
| -10% | -$9.38K | ﹤0.01% | 4717 |
|
2016
Q1 | $109K | Buy |
6,743
+596
| +10% | +$9.63K | ﹤0.01% | 4607 |
|
2015
Q4 | $95K | Buy |
6,147
+2
| +0% | +$31 | ﹤0.01% | 4764 |
|
2015
Q3 | $95K | Sell |
6,145
-495
| -7% | -$7.65K | ﹤0.01% | 4744 |
|
2015
Q2 | $119K | Buy |
6,640
+6,121
| +1,179% | +$110K | ﹤0.01% | 4782 |
|
2015
Q1 | $8K | Sell |
519
-24,421
| -98% | -$376K | ﹤0.01% | 5479 |
|
2014
Q4 | $394K | Sell |
24,940
-24,854
| -50% | -$393K | ﹤0.01% | 3978 |
|
2014
Q3 | $894K | Buy |
49,794
+14,961
| +43% | +$269K | ﹤0.01% | 3510 |
|
2014
Q2 | $539K | Buy |
34,833
+10,889
| +45% | +$168K | ﹤0.01% | 3823 |
|
2014
Q1 | $590K | Sell |
23,944
-20,289
| -46% | -$500K | ﹤0.01% | 3735 |
|
2013
Q4 | $1.5M | Sell |
44,233
-2,417
| -5% | -$82K | ﹤0.01% | 3123 |
|
2013
Q3 | $1.48M | Buy |
46,650
+10,900
| +30% | +$347K | ﹤0.01% | 3067 |
|
2013
Q2 | $894K | Buy |
+35,750
| New | +$894K | ﹤0.01% | 3332 |
|