WESPAC Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36,881
| Closed | -$801K | – | 190 |
|
|
2025
Q1 | $801K | Buy |
+36,881
| New | +$801K | 0.65% | 55 |
|
|
2022
Q1 | – | Sell |
-72,681
| Closed | -$1.58M | – | 145 |
|
|
2021
Q4 | $1.58M | Sell |
72,681
-210
| -0.3% | -$4.58K | 1.06% | 30 |
|
|
2021
Q3 | $1.55M | Buy |
72,891
+40,119
| +122% | +$855K | 0.96% | 33 |
|
|
2021
Q2 | $661K | Sell |
32,772
-36,087
| -52% | -$728K | 1.27% | 28 |
|
|
2021
Q1 | $1.42M | Sell |
68,859
-16,907
| -20% | -$349K | 1.06% | 27 |
|
|
2020
Q4 | $1.38M | Buy |
+85,766
| New | +$1.38M | 1.07% | 36 |
|
|
2018
Q4 | – | Sell |
-33,220
| Closed | -$610K | – | 156 |
|
|
2018
Q3 | $610K | Buy |
33,220
+11,449
| +53% | +$210K | 0.36% | 86 |
|
|
2018
Q2 | $387K | Sell |
21,771
-10,788
| -33% | -$192K | 0.4% | 80 |
|
|
2018
Q1 | $605K | Buy |
32,559
+11,456
| +54% | +$213K | 0.37% | 88 |
|
|
2017
Q4 | $365K | Sell |
21,103
-14,995
| -42% | -$259K | 0.34% | 91 |
|
|
2017
Q3 | $550K | Buy |
36,098
+2,013
| +6% | +$30.7K | 0.36% | 88 |
|
|
2017
Q2 | $499K | Buy |
34,085
+9,843
| +41% | +$144K | 0.34% | 91 |
|
|
2017
Q1 | $352K | Buy |
+24,242
| New | +$352K | 0.41% | 85 |
|