Caldwell Trust’s Regions Financial RF Stock Holding History

Caldwell Trust’s Portfolio RF Stock Details RF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.87K	Hold
2025 Q2	$1.67K	Sell
2025 Q1	$3.89K	Buy
2024 Q4	$1.67K	Hold
2024 Q3	$1.66K	Hold
2024 Q2	$1.42K	Hold
2024 Q1	$1.49K	Buy
2023 Q4	–	Sell
2023 Q3	$2.63K	Hold
2023 Q2	$2.73K	Buy