Wilbanks Smith & Thomas Asset Management’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-11,863
| Closed | -$230K | – | 541 |
|
2023
Q4 | $230K | Hold |
11,863
| – | – | 0.01% | 480 |
|
2023
Q3 | $204K | Hold |
11,863
| – | – | 0.01% | 476 |
|
2023
Q2 | $211K | Buy |
11,863
+224
| +2% | +$3.99K | 0.01% | 489 |
|
2023
Q1 | $216K | Buy |
+11,639
| New | +$216K | 0.01% | 476 |
|
2021
Q4 | – | Sell |
-10,690
| Closed | -$228K | – | 519 |
|
2021
Q3 | $228K | Buy |
+10,690
| New | +$228K | 0.01% | 452 |
|
2019
Q2 | – | Sell |
-13,404
| Closed | -$190K | – | 432 |
|
2019
Q1 | $190K | Buy |
+13,404
| New | +$190K | 0.01% | 397 |
|
2018
Q4 | – | Sell |
-404
| Closed | -$7K | – | 1093 |
|
2018
Q3 | $7K | Buy |
+404
| New | +$7K | ﹤0.01% | 1137 |
|