BIP Wealth’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
$354K Sell
15,052
-423
-3% -$9.95K 0.02% 183
2025
Q1
$336K Sell
15,475
-1,424
-8% -$30.9K 0.02% 192
2024
Q4
$397K Buy
16,899
+2,332
+16% +$54.9K 0.03% 173
2024
Q3
$340K Buy
14,567
+2,562
+21% +$59.8K 0.02% 170
2024
Q2
$241K Sell
12,005
-2,496
-17% -$50K 0.02% 171
2024
Q1
$305K Sell
14,501
-3,595
-20% -$75.6K 0.02% 158
2023
Q4
$351K Buy
18,096
+210
+1% +$4.07K 0.03% 138
2023
Q3
$308K Sell
17,886
-620
-3% -$10.7K 0.03% 136
2023
Q2
$330K Sell
18,506
-771
-4% -$13.7K 0.03% 134
2023
Q1
$358K Buy
+19,277
New +$358K 0.04% 132