HERITAGE WEALTH MANAGEMENT, LLC – Regions Financial Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.09M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+7.04%
quarter
Regions Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.00% | 2.09K shares | 111.79K | $20.07 | 54.53K |
| Q2 2022 | share | Decrease | -0.91% | -480 shares | -194.79K | $18.75 | 52.43K |
| Q1 2022 | share | Increase | +46.27% | 16.74K shares | 407K | $22.26 | 52.91K |
| Q3 2021 | share | Increase | +15.40% | 4.82K shares | 138K | $21.15 | 36.17K |
| Q2 2021 | share | Increase | 0.00% | 31.35K shares | 633K | $19.86 | 31.35K |