Carson Wealth (CWM LLC)’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
43,760
+4,945
| +13% | +$116K | ﹤0.01% | 1231 |
|
|
2025
Q1 | $843K | Sell |
38,815
-5,778
| -13% | -$125K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $1.05M | Buy |
44,593
+2,247
| +5% | +$52.9K | ﹤0.01% | 1054 |
|
|
2024
Q3 | $988K | Buy |
42,346
+480
| +1% | +$11.2K | ﹤0.01% | 1041 |
|
|
2024
Q2 | $839K | Buy |
41,866
+729
| +2% | +$14.6K | ﹤0.01% | 989 |
|
|
2024
Q1 | $866K | Buy |
41,137
+556
| +1% | +$11.7K | ﹤0.01% | 917 |
|
|
2023
Q4 | $786K | Buy |
40,581
+12,364
| +44% | +$239K | ﹤0.01% | 906 |
|
|
2023
Q3 | $485K | Sell |
28,217
-2,735
| -9% | -$47K | ﹤0.01% | 986 |
|
|
2023
Q2 | $552K | Buy |
30,952
+692
| +2% | +$12.3K | ﹤0.01% | 905 |
|
|
2023
Q1 | $562K | Buy |
30,260
+4,979
| +20% | +$92.5K | ﹤0.01% | 856 |
|
|
2022
Q4 | $545K | Buy |
25,281
+2,385
| +10% | +$51.4K | ﹤0.01% | 777 |
|
|
2022
Q3 | $460K | Buy |
22,896
+899
| +4% | +$18.1K | ﹤0.01% | 772 |
|
|
2022
Q2 | $412K | Buy |
21,997
+3,918
| +22% | +$73.4K | ﹤0.01% | 790 |
|
|
2022
Q1 | $402K | Buy |
18,079
+6,720
| +59% | +$149K | ﹤0.01% | 788 |
|
|
2021
Q4 | $248K | Buy |
+11,359
| New | +$248K | ﹤0.01% | 933 |
|
|
2021
Q2 | $209K | Hold |
10,371
| – | – | ﹤0.01% | 889 |
|
|
2021
Q1 | $209K | Hold |
10,371
| – | – | ﹤0.01% | 889 |
|
|
2020
Q4 | $209K | Hold |
10,371
| – | – | ﹤0.01% | 889 |
|
|
2020
Q3 | $209K | Hold |
10,371
| – | – | ﹤0.01% | 889 |
|
|
2020
Q2 | $209K | Hold |
10,371
| – | – | ﹤0.01% | 889 |
|
|
2020
Q1 | $209K | Hold |
10,371
| – | – | ﹤0.01% | 889 |
|
|
2019
Q4 | $209K | Hold |
10,371
| – | – | ﹤0.01% | 889 |
|
|
2019
Q3 | $209K | Hold |
10,371
| – | – | ﹤0.01% | 889 |
|
|
2019
Q2 | $209K | Hold |
10,371
| – | – | ﹤0.01% | 889 |
|
|
2019
Q1 | $209K | Sell |
10,371
-3,571
| -26% | -$72K | ﹤0.01% | 889 |
|
|
2018
Q4 | $187K | Buy |
13,942
+996
| +8% | +$13.4K | ﹤0.01% | 614 |
|
|
2018
Q3 | $238K | Buy |
12,946
+25
| +0.2% | +$460 | 0.01% | 489 |
|
|
2018
Q2 | $230K | Buy |
12,921
+12,548
| +3,364% | +$223K | 0.01% | 401 |
|
|
2018
Q1 | $7K | Hold |
373
| – | – | ﹤0.01% | 943 |
|
|
2017
Q4 | $6K | Buy |
+373
| New | +$6K | ﹤0.01% | 1041 |
|
|
2017
Q3 | – | Sell |
-46
| Closed | -$1K | – | 1548 |
|
|
2017
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 1127 |
|
|
2017
Q1 | $1K | Sell |
46
-11,278
| -100% | -$245K | ﹤0.01% | 1095 |
|
|
2016
Q4 | $163K | Buy |
11,324
+433
| +4% | +$6.23K | 0.01% | 289 |
|
|
2016
Q3 | $107K | Hold |
10,891
| – | – | 0.01% | 327 |
|
|
2016
Q2 | $93K | Buy |
10,891
+46
| +0.4% | +$393 | 0.01% | 311 |
|
|
2016
Q1 | $85K | Hold |
10,845
| – | – | 0.01% | 295 |
|
|
2015
Q4 | $104K | Hold |
10,845
| – | – | 0.01% | 259 |
|
|
2015
Q3 | $98K | Hold |
10,845
| – | – | 0.01% | 241 |
|
|
2015
Q2 | $112K | Hold |
10,845
| – | – | 0.01% | 183 |
|
|
2015
Q1 | $102K | Hold |
10,845
| – | – | 0.01% | 179 |
|
|
2014
Q4 | $115K | Hold |
10,845
| – | – | 0.01% | 169 |
|
|
2014
Q3 | $109K | Hold |
10,845
| – | – | 0.02% | 178 |
|
|
2014
Q2 | $115K | Hold |
10,845
| – | – | 0.02% | 175 |
|
|
2014
Q1 | $120K | Hold |
10,845
| – | – | 0.02% | 137 |
|
|
2013
Q4 | $107K | Hold |
10,845
| – | – | 0.02% | 184 |
|
|
2013
Q3 | $100K | Buy |
+10,845
| New | +$100K | 0.03% | 150 |
|