Whittier Trust’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $220K | Buy |
8,227
+729
| +10% | +$20.4K | ﹤0.01% | 573 |
|
|
2025
Q4 | $215K | Buy |
7,498
+4,417
| +143% | +$113K | ﹤0.01% | 585 |
|
|
2025
Q3 | $81.3K | Hold |
3,081
| – | – | ﹤0.01% | 747 |
|
|
2025
Q2 | $72.5K | Hold |
3,081
| – | – | ﹤0.01% | 868 |
|
|
2025
Q1 | $66.9K | Hold |
3,081
| – | – | ﹤0.01% | 874 |
|
|
2024
Q4 | $72.5K | Hold |
3,081
| – | – | ﹤0.01% | 866 |
|
|
2024
Q3 | $71.8K | Hold |
3,081
| – | – | ﹤0.01% | 863 |
|
|
2024
Q2 | $61.7K | Hold |
3,081
| – | – | ﹤0.01% | 875 |
|
|
2024
Q1 | $64.8K | Sell |
3,081
-800
| -21% | -$15.1K | ﹤0.01% | 880 |
|
|
2023
Q4 | $75.2K | Buy |
3,881
+549
| +16% | +$9.11K | ﹤0.01% | 831 |
|
|
2023
Q3 | $57.3K | Buy |
3,332
+251
| +8% | +$4.75K | ﹤0.01% | 899 |
|
|
2023
Q2 | $54.9K | Hold |
3,081
| – | – | ﹤0.01% | 911 |
|
|
2023
Q1 | $57.2K | Sell |
3,081
-745
| -19% | -$16.2K | ﹤0.01% | 944 |
|
|
2022
Q4 | $82.4K | Sell |
3,826
-50
| -1% | -$1.08K | ﹤0.01% | 864 |
|
|
2022
Q3 | $78K | Buy |
3,876
+395
| +11% | +$8.34K | ﹤0.01% | 869 |
|
|
2022
Q2 | $65K | Buy |
3,481
+350
| +11% | +$7.22K | ﹤0.01% | 904 |
|
|
2022
Q1 | $70K | Buy |
3,131
+50
| +2% | +$1.18K | ﹤0.01% | 908 |
|
|
2021
Q4 | $67K | Hold |
3,081
| – | – | ﹤0.01% | 916 |
|
|
2021
Q3 | $66K | Hold |
3,081
| – | – | ﹤0.01% | 871 |
|
|
2021
Q2 | $62K | Hold |
3,081
| – | – | ﹤0.01% | 909 |
|
|
2021
Q1 | $64K | Hold |
3,081
| – | – | ﹤0.01% | 876 |
|
|
2020
Q4 | $50K | Sell |
3,081
-23
| -0.7% | -$333 | ﹤0.01% | 854 |
|
|
2020
Q3 | $36K | Sell |
3,104
-208
| -6% | -$2.32K | ﹤0.01% | 897 |
|
|
2020
Q2 | $37K | Hold |
3,312
| – | – | ﹤0.01% | 849 |
|
|
2020
Q1 | $30K | Buy |
3,312
+208
| +7% | +$2.91K | ﹤0.01% | 904 |
|
|
2019
Q4 | $53K | Buy |
3,104
+1,305
| +73% | +$21.5K | ﹤0.01% | 838 |
|
|
2019
Q3 | $28K | Buy |
1,799
+299
| +20% | +$4.52K | ﹤0.01% | 957 |
|
|
2019
Q2 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 942 |
|
|
2019
Q1 | $21K | Sell |
1,500
-1,270
| -46% | -$19.5K | ﹤0.01% | 944 |
|
|
2018
Q4 | $37K | Buy |
2,770
+1,270
| +85% | +$20.4K | ﹤0.01% | 834 |
|
|
2018
Q3 | $28K | Hold |
1,500
| – | – | ﹤0.01% | 893 |
|
|
2018
Q2 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 873 |
|
|
2018
Q1 | $28K | Sell |
1,500
-1,526
| -50% | -$28.9K | ﹤0.01% | 881 |
|
|
2017
Q4 | $52K | Hold |
3,026
| – | – | ﹤0.01% | 745 |
|
|
2017
Q3 | $46K | Hold |
3,026
| – | – | ﹤0.01% | 759 |
|
|
2017
Q2 | $44K | Hold |
3,026
| – | – | ﹤0.01% | 737 |
|
|
2017
Q1 | $44K | Buy |
3,026
+7
| +0.2% | +$103 | ﹤0.01% | 731 |
|
|
2016
Q4 | $43K | Buy |
3,019
+10
| +0.3% | +$124 | ﹤0.01% | 737 |
|
|
2016
Q3 | $30K | Buy |
3,009
+11
| +0.4% | +$103 | ﹤0.01% | 802 |
|
|
2016
Q2 | $26K | Buy |
2,998
+1,498
| +100% | +$13.6K | ﹤0.01% | 846 |
|
|
2016
Q1 | $12K | Hold |
1,500
| – | – | ﹤0.01% | 947 |
|
|
2015
Q4 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 923 |
|
|
2015
Q3 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 906 |
|
|
2015
Q2 | $16K | Hold |
1,500
| – | – | ﹤0.01% | 948 |
|
|
2015
Q1 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 954 |
|
|
2014
Q4 | $16K | Hold |
1,500
| – | – | ﹤0.01% | 819 |
|
|
2014
Q3 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 812 |
|
|
2014
Q2 | $16K | Hold |
1,500
| – | – | ﹤0.01% | 804 |
|
|
2014
Q1 | $17K | Hold |
1,500
| – | – | ﹤0.01% | 816 |
|
|
2013
Q4 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 844 |
|
|
2013
Q3 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 850 |
|
|
2013
Q2 | $14K | Buy |
+1,500
| New | +$13.1K | ﹤0.01% | 839 |
|
Other funds holding RF
VCM
VPM
