Cyndeo Wealth Partners’s Regions Financial RF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,936	Closed	-$242K	–	515
2025 Q4	$242K	Buy	8,936 +1,307	+17%	+$33.4K	0.01%	439
2025 Q3	$201K	Sell	7,629 -4,280	-36%	-$111K	0.01%	465
2025 Q2	$280K	Sell	11,909 -1,005	-8%	-$21.3K	0.02%	397
2025 Q1	$281K	Buy	12,914 +3	+0%	+$70	0.02%	377
2024 Q4	$304K	Buy	12,911 +3	+0%	+$74	0.02%	363
2024 Q3	$301K	Buy	12,908 +3	+0%	+$66	0.02%	366
2024 Q2	$259K	Buy	+12,905	New	+$250K	0.02%	349
2023 Q2	–	Sell	-10,375	Closed	-$193K	–	347
2023 Q1	$193K	Sell	10,375 -4,077	-28%	-$88.8K	0.02%	311
2022 Q4	$312K	Buy	+14,452	New	+$313K	0.04%	256