Caldwell Trust’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67K | Sell |
71
-108
|
|
||||
|
2025
Q1 | $3.89K | Buy |
179
+108
|
|
||||
|
2024
Q4 | $1.67K | Hold |
71
|
|
||||
|
2024
Q3 | $1.66K | Hold |
71
|
|
||||
|
2024
Q2 | $1.42K | Hold |
71
|
|
||||
|
2024
Q1 | $1.49K | Buy |
+71
|
|
||||
|
2023
Q4 | – | Sell |
-153
|
|
||||
|
2023
Q3 | $2.63K | Hold |
153
|
|
||||
|
2023
Q2 | $2.73K | Buy |
+153
|
|