BWM
BCS Wealth Management’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
18,422
+12
| +0.1% | +$282 | 0.09% | 168 |
|
|
2025
Q1 | $400K | Buy |
18,410
+1,561
| +9% | +$33.9K | 0.1% | 166 |
|
|
2024
Q4 | $396K | Sell |
16,849
-89
| -0.5% | -$2.09K | 0.1% | 172 |
|
|
2024
Q3 | $395K | Sell |
16,938
-1,260
| -7% | -$29.4K | 0.17% | 114 |
|
|
2024
Q2 | $365K | Buy |
18,198
+12
| +0.1% | +$241 | 0.18% | 113 |
|
|
2024
Q1 | $383K | Buy |
18,186
+1,562
| +9% | +$32.9K | 0.12% | 166 |
|
|
2023
Q4 | $322K | Buy |
16,624
+14
| +0.1% | +$271 | 0.12% | 159 |
|
|
2023
Q3 | $286K | Buy |
16,610
+11
| +0.1% | +$189 | 0.12% | 157 |
|
|
2023
Q2 | $296K | Buy |
+16,599
| New | +$296K | 0.22% | 88 |
|
|
2023
Q1 | – | Sell |
-16,589
| Closed | -$358K | – | 190 |
|
|
2022
Q4 | $358K | Hold |
16,589
| – | – | 0.15% | 131 |
|
|
2022
Q3 | $333K | Hold |
16,589
| – | – | 0.16% | 135 |
|
|
2022
Q2 | $311K | Hold |
16,589
| – | – | 0.14% | 131 |
|
|
2022
Q1 | $369K | Sell |
16,589
-249
| -1% | -$5.54K | 0.15% | 130 |
|
|
2021
Q4 | $367K | Hold |
16,838
| – | – | 0.13% | 136 |
|
|
2021
Q3 | $359K | Buy |
16,838
+100
| +0.6% | +$2.13K | 0.15% | 122 |
|
|
2021
Q2 | $338K | Hold |
16,738
| – | – | 0.18% | 105 |
|
|
2021
Q1 | $346K | Buy |
16,738
+953
| +6% | +$19.7K | 0.16% | 111 |
|
|
2020
Q4 | $254K | Hold |
15,785
| – | – | 0.13% | 120 |
|
|
2020
Q3 | $182K | Hold |
15,785
| – | – | 0.1% | 123 |
|
|
2020
Q2 | $176K | Hold |
15,785
| – | – | 0.11% | 117 |
|
|
2020
Q1 | $142K | Hold |
15,785
| – | – | 0.1% | 101 |
|
|
2019
Q4 | $271K | Buy |
+15,785
| New | +$271K | 0.18% | 88 |
|