Bartlett & Co 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 | $43.1K | Buy |
1,830
+35
| +2% | +$823 | ﹤0.01% | 679 |
|
|
2025
Q1 | $39.5K | Hold |
1,795
| – | – | ﹤0.01% | 694 |
|
|
2024
Q4 | $42.7K | Hold |
1,795
| – | – | ﹤0.01% | 683 |
|
|
2024
Q3 | $42.3K | Hold |
1,795
| – | – | ﹤0.01% | 688 |
|
|
2024
Q2 | $36.4K | Hold |
1,795
| – | – | ﹤0.01% | 715 |
|
|
2024
Q1 | $38.2K | Hold |
1,795
| – | – | ﹤0.01% | 705 |
|
|
2023
Q4 | $35.5K | Hold |
1,795
| – | – | ﹤0.01% | 758 |
|
|
2023
Q3 | $31.3K | Hold |
1,795
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $32.3K | Hold |
1,795
| – | – | ﹤0.01% | 740 |
|
|
2023
Q1 | $33.7K | Hold |
1,795
| – | – | ﹤0.01% | 628 |
|
|
2022
Q4 | $39.1K | Hold |
1,795
| – | – | ﹤0.01% | 611 |
|
|
2022
Q3 | $36.4K | Sell |
1,795
-95
| -5% | -$1.93K | ﹤0.01% | 614 |
|
|
2022
Q2 | $35.7K | Buy |
1,890
+95
| +5% | +$1.8K | ﹤0.01% | 631 |
|
|
2022
Q1 | $40.3K | Buy |
+1,795
| New | +$40.3K | ﹤0.01% | 621 |
|
|
2021
Q3 | – | Sell |
-147
| Closed | -$2.99K | – | 1047 |
|
|
2021
Q2 | $2.99K | Hold |
147
| – | – | ﹤0.01% | 812 |
|
|
2021
Q1 | $3.06K | Hold |
147
| – | – | ﹤0.01% | 838 |
|
|
2020
Q4 | $2.39K | Buy |
+147
| New | +$2.39K | ﹤0.01% | 892 |
|