CreativeOne 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 | $1.04M | Buy |
44,418
+3,328
| +8% | +$78.3K | 0.03% | 515 |
|
|
2025
Q1 | $893K | Buy |
41,090
+8,964
| +28% | +$195K | 0.03% | 517 |
|
|
2024
Q4 | $756K | Sell |
32,126
-4,847
| -13% | -$114K | 0.02% | 565 |
|
|
2024
Q3 | $863K | Buy |
36,973
+1,425
| +4% | +$33.2K | 0.03% | 477 |
|
|
2024
Q2 | $712K | Buy |
35,548
+2,195
| +7% | +$44K | 0.04% | 399 |
|
|
2024
Q1 | $702K | Buy |
33,353
+13,568
| +69% | +$286K | 0.03% | 469 |
|
|
2023
Q4 | $383K | Buy |
19,785
+9,017
| +84% | +$175K | 0.02% | 430 |
|
|
2023
Q3 | $185K | Buy |
+10,768
| New | +$185K | 0.01% | 543 |
|