Winslow Evans & Crocker’s Regions Financial RF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$27K	Buy	1,658 +150	+10%	+$2.44K	0.01%	729
2020 Q3	$17K	Hold	1,508	–	–	﹤0.01%	652
2020 Q2	$17K	Hold	1,508	–	–	﹤0.01%	647
2020 Q1	$14K	Buy	1,508 +224	+17%	+$2.08K	﹤0.01%	642
2019 Q4	$24K	Buy	1,284 +250	+24%	+$4.67K	0.01%	639
2019 Q3	$18K	Buy	1,034 +476	+85%	+$8.29K	0.01%	675
2019 Q2	$10K	Hold	558	–	–	﹤0.01%	837
2019 Q1	$8K	Hold	558	–	–	﹤0.01%	881
2018 Q4	$8K	Hold	558	–	–	﹤0.01%	831
2018 Q3	$12K	Hold	558	–	–	﹤0.01%	776
2018 Q2	$10K	Hold	558	–	–	﹤0.01%	807
2018 Q1	$10.4K	Hold	558	–	–	﹤0.01%	777
2017 Q4	$9.64K	Hold	558	–	–	﹤0.01%	816
2017 Q3	$8.5K	Hold	558	–	–	﹤0.01%	846
2017 Q2	$8.17K	Hold	558	–	–	﹤0.01%	959
2017 Q1	$8.11K	Hold	558	–	–	﹤0.01%	934
2016 Q4	$8.01K	Hold	558	–	–	﹤0.01%	931
2016 Q3	$5.51K	Hold	558	–	–	﹤0.01%	1045
2016 Q2	$4.75K	Hold	558	–	–	﹤0.01%	1043
2016 Q1	$4.38K	Hold	558	–	–	﹤0.01%	1050
2015 Q4	$5.36K	Hold	558	–	–	﹤0.01%	1054
2015 Q3	$5.03K	Hold	558	–	–	﹤0.01%	1036
2015 Q2	$5.78K	Sell	558 -308	-36%	-$3.19K	﹤0.01%	1048
2015 Q1	$8.18K	Hold	866	–	–	﹤0.01%	933
2014 Q4	$9.15K	Buy	866 +308	+55%	+$3.25K	﹤0.01%	901
2014 Q3	$5.6K	Sell	558 -308	-36%	-$3.09K	﹤0.01%	1049
2014 Q2	$9.2K	Buy	866 +308	+55%	+$3.27K	﹤0.01%	867
2014 Q1	$6.2K	Hold	558	–	–	﹤0.01%	969
2013 Q4	$6K	Buy	+558	New	+$6K	﹤0.01%	1093