Corient Private Wealth’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Sell
85,677
-10,685
-11% -$251K ﹤0.01% 1106
2025
Q1
$2.1M Buy
96,362
+11,569
+14% +$252K ﹤0.01% 958
2024
Q4
$1.99M Sell
84,793
-15,482
-15% -$364K ﹤0.01% 1002
2024
Q3
$2.34M Buy
100,275
+27,528
+38% +$642K ﹤0.01% 1004
2024
Q2
$1.46M Sell
72,747
-242
-0.3% -$4.85K ﹤0.01% 1171
2024
Q1
$1.54M Sell
72,989
-29,449
-29% -$620K ﹤0.01% 1156
2023
Q4
$1.99M Buy
102,438
+821
+0.8% +$15.9K ﹤0.01% 1002
2023
Q3
$1.75M Buy
101,617
+13,704
+16% +$236K ﹤0.01% 961
2023
Q2
$1.57M Sell
87,913
-211,016
-71% -$3.76M ﹤0.01% 982
2023
Q1
$5.55M Buy
298,929
+173,408
+138% +$3.22M 0.01% 560
2022
Q4
$2.71M Buy
+125,521
New +$2.71M 0.01% 636