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 |
|