World Investment 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 | $380K | Buy |
16,026
+277
| +2% | +$6.56K | 0.01% | 825 |
|
2025
Q1 | $345K | Sell |
15,749
-1,000
| -6% | -$21.9K | 0.01% | 820 |
|
2024
Q4 | $397K | Buy |
16,749
+912
| +6% | +$21.6K | 0.01% | 723 |
|
2024
Q3 | $369K | Buy |
15,837
+2,010
| +15% | +$46.9K | 0.01% | 666 |
|
2024
Q2 | $277K | Sell |
13,827
-848
| -6% | -$17K | 0.02% | 519 |
|
2024
Q1 | $309K | Buy |
+14,675
| New | +$309K | 0.04% | 305 |
|
2023
Q4 | – | Sell |
-11,101
| Closed | -$194K | – | 402 |
|
2023
Q3 | $194K | Hold |
11,101
| – | – | 0.04% | 253 |
|
2023
Q2 | $200K | Hold |
11,101
| – | – | 0.04% | 247 |
|
2023
Q1 | $208K | Buy |
+11,101
| New | +$208K | 0.04% | 226 |
|
2022
Q4 | – | Sell |
-11,092
| Closed | -$225K | – | 264 |
|
2022
Q3 | $225K | Hold |
11,092
| – | – | 0.05% | 212 |
|
2022
Q2 | $235K | Buy |
+11,092
| New | +$235K | 0.05% | 231 |
|
2021
Q4 | – | Sell |
-11,487
| Closed | -$247K | – | 284 |
|
2021
Q3 | $247K | Hold |
11,487
| – | – | 0.06% | 214 |
|
2021
Q2 | $234K | Hold |
11,487
| – | – | 0.05% | 221 |
|
2021
Q1 | $259K | Buy |
11,487
+451
| +4% | +$10.2K | 0.06% | 191 |
|
2020
Q4 | $216K | Hold |
11,036
| – | – | 0.05% | 212 |
|
2020
Q3 | $129K | Hold |
11,036
| – | – | 0.04% | 169 |
|
2020
Q2 | $132K | Sell |
11,036
-347
| -3% | -$4.15K | 0.05% | 160 |
|
2020
Q1 | $104K | Hold |
11,383
| – | – | 0.05% | 129 |
|
2019
Q4 | $197K | Hold |
11,383
| – | – | 0.08% | 149 |
|
2019
Q3 | $182K | Buy |
11,383
+5
| +0% | +$80 | 0.08% | 142 |
|
2019
Q2 | $174K | Sell |
11,378
-1,604
| -12% | -$24.5K | 0.08% | 132 |
|
2019
Q1 | $184K | Sell |
12,982
-42
| -0.3% | -$595 | 0.08% | 118 |
|
2018
Q4 | $201K | Buy |
+13,024
| New | +$201K | 0.09% | 144 |
|