CreativeOne Wealth’s Regions Financial RF Stock Holding History

CreativeOne Wealth’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Buy
2025 Q1	$893K	Buy
2024 Q4	$756K	Sell
2024 Q3	$863K	Buy
2024 Q2	$712K	Buy
2024 Q1	$702K	Buy
2023 Q4	$383K	Buy
2023 Q3	$185K	Buy