WFG Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $46K | Hold |
3,160
| – | – | 0.01% | 718 |
|
|
2017
Q1 | $46K | Hold |
3,160
| – | – | 0.01% | 679 |
|
|
2016
Q4 | $45K | Sell |
3,160
-105
| -3% | -$1.5K | 0.01% | 735 |
|
|
2016
Q3 | $32K | Sell |
3,265
-5,925
| -64% | -$58.1K | 0.01% | 822 |
|
|
2016
Q2 | $78K | Sell |
9,190
-4,999
| -35% | -$42.4K | 0.02% | 567 |
|
|
2016
Q1 | $111K | Hold |
14,189
| – | – | 0.03% | 448 |
|
|
2015
Q4 | $136K | Buy |
14,189
+5,327
| +60% | +$51.1K | 0.04% | 390 |
|
|
2015
Q3 | $80K | Sell |
8,862
-649
| -7% | -$5.86K | 0.03% | 511 |
|
|
2015
Q2 | $99K | Hold |
9,511
| – | – | 0.03% | 531 |
|
|
2015
Q1 | $90K | Buy |
9,511
+2,761
| +41% | +$26.1K | 0.03% | 566 |
|
|
2014
Q4 | $71K | Sell |
6,750
-14,626
| -68% | -$154K | 0.01% | 754 |
|
|
2014
Q3 | $215K | Sell |
21,376
-6,495
| -23% | -$65.3K | 0.04% | 429 |
|
|
2014
Q2 | $296K | Sell |
27,871
-9,707
| -26% | -$103K | 0.06% | 356 |
|
|
2014
Q1 | $417K | Sell |
37,578
-24,113
| -39% | -$268K | 0.08% | 273 |
|
|
2013
Q4 | $610K | Sell |
61,691
-38
| -0.1% | -$376 | 0.09% | 265 |
|
|
2013
Q3 | $572K | Buy |
61,729
+11
| +0% | +$102 | 0.09% | 258 |
|
|
2013
Q2 | $588K | Buy |
+61,718
| New | +$588K | 0.1% | 237 |
|