CWP
Cyndeo Wealth Partners’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
11,909
-1,005
| -8% | -$23.6K | 0.02% | 397 |
|
|
2025
Q1 | $281K | Buy |
12,914
+3
| +0% | +$65 | 0.02% | 377 |
|
|
2024
Q4 | $304K | Buy |
12,911
+3
| +0% | +$71 | 0.02% | 363 |
|
|
2024
Q3 | $301K | Buy |
12,908
+3
| +0% | +$70 | 0.02% | 366 |
|
|
2024
Q2 | $259K | Buy |
+12,905
| New | +$259K | 0.02% | 349 |
|
|
2023
Q2 | – | Sell |
-10,375
| Closed | -$193K | – | 347 |
|
|
2023
Q1 | $193K | Sell |
10,375
-4,077
| -28% | -$75.7K | 0.02% | 311 |
|
|
2022
Q4 | $312K | Buy |
+14,452
| New | +$312K | 0.04% | 256 |
|