Beverly Hills Private Wealth’s Regions Financial RF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,532	Closed	-$222K	–	360
2024 Q1	$222K	Buy	10,532 +126	+1%	+$2.65K	0.05%	327
2023 Q4	$202K	Sell	10,406 -769	-7%	-$14.9K	0.05%	319
2023 Q3	$192K	Sell	11,175 -11,797	-51%	-$203K	0.06%	279
2023 Q2	$473K	Buy	+22,972	New	+$473K	0.08%	239