AE Wealth Management’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
$19.3M Buy
819,976
+16,896
+2% +$397K 0.14% 168
2025
Q1
$17.5M Sell
803,080
-34,681
-4% -$754K 0.15% 170
2024
Q4
$19.7M Buy
837,761
+188,279
+29% +$4.43M 0.17% 142
2024
Q3
$15.2M Buy
649,482
+3,823
+0.6% +$89.2K 0.14% 168
2024
Q2
$12.9M Buy
645,659
+606,129
+1,533% +$12.1M 0.13% 191
2024
Q1
$832K Sell
39,530
-78,373
-66% -$1.65M 0.01% 697
2023
Q4
$2.26M Buy
117,903
+6,313
+6% +$121K 0.01% 860
2023
Q3
$1.92M Buy
111,590
+20,470
+22% +$352K 0.01% 860
2023
Q2
$1.62M Sell
91,120
-39,292
-30% -$700K 0.01% 903
2023
Q1
$2.42M Buy
130,412
+10,647
+9% +$198K 0.02% 728
2022
Q4
$2.58M Buy
119,765
+24,619
+26% +$531K 0.02% 656
2022
Q3
$1.91M Buy
95,146
+23,096
+32% +$464K 0.02% 715
2022
Q2
$1.35M Sell
72,050
-4,340
-6% -$81.4K 0.01% 790
2022
Q1
$1.7M Sell
76,390
-441
-0.6% -$9.81K 0.01% 743
2021
Q4
$1.68M Buy
76,831
+14,871
+24% +$324K 0.01% 757
2021
Q3
$1.32M Buy
61,960
+4,819
+8% +$103K 0.01% 780
2021
Q2
$1.15M Sell
57,141
-7,534
-12% -$152K 0.01% 790
2021
Q1
$1.34M Sell
64,675
-9,142
-12% -$189K 0.01% 684
2020
Q4
$1.19M Sell
73,817
-5,187
-7% -$83.6K 0.01% 659
2020
Q3
$911K Sell
79,004
-10,412
-12% -$120K 0.01% 661
2020
Q2
$994K Buy
89,416
+36,409
+69% +$405K 0.02% 622
2020
Q1
$475K Sell
53,007
-81,961
-61% -$734K 0.01% 700
2019
Q4
$2.32M Buy
134,968
+92,867
+221% +$1.59M 0.05% 311
2019
Q3
$666K Buy
42,101
+5,954
+16% +$94.2K 0.02% 544
2019
Q2
$540K Buy
36,147
+24,438
+209% +$365K 0.02% 562
2019
Q1
$166K Buy
11,709
+381
+3% +$5.4K 0.01% 607
2018
Q4
$152K Buy
11,328
+1,166
+11% +$15.6K 0.03% 451
2018
Q3
$186K Buy
+10,162
New +$186K 0.01% 566