CWS
Confluence Wealth Services’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
58,639
+362
| +0.6% | +$8.51K | 0.08% | 135 |
|
|
2025
Q1 | $1.17M | Buy |
58,277
+4,144
| +8% | +$83K | 0.07% | 137 |
|
|
2024
Q4 | $1.31M | Buy |
54,133
+5,882
| +12% | +$143K | 0.09% | 116 |
|
|
2024
Q3 | $1.13M | Buy |
48,251
+2,757
| +6% | +$64.3K | 0.08% | 131 |
|
|
2024
Q2 | $912K | Buy |
45,494
+6,119
| +16% | +$123K | 0.07% | 164 |
|
|
2024
Q1 | $828K | Buy |
39,375
+2,635
| +7% | +$55.4K | 0.07% | 152 |
|
|
2023
Q4 | $712K | Buy |
36,740
+9,552
| +35% | +$185K | 0.08% | 146 |
|
|
2023
Q3 | $468K | Buy |
27,188
+4,900
| +22% | +$84.3K | 0.09% | 166 |
|
|
2023
Q2 | $397K | Buy |
22,288
+9,728
| +77% | +$173K | 0.08% | 183 |
|
|
2023
Q1 | $233K | Buy |
+12,560
| New | +$233K | 0.05% | 236 |
|
|
2022
Q1 | – | Sell |
-1,349
| Closed | -$29K | – | 941 |
|
|
2021
Q4 | $29K | Buy |
+1,349
| New | +$29K | 0.01% | 623 |
|