Confluence Wealth Services’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
2025
Q1
$1.17M Buy
2024
Q4
$1.31M Buy
2024
Q3
$1.13M Buy
2024
Q2
$912K Buy
2024
Q1
$828K Buy
2023
Q4
$712K Buy
2023
Q3
$468K Buy
2023
Q2
$397K Buy
2023
Q1
$233K Buy
2022
Q1
Sell
2021
Q4
$29K Buy