Cyndeo Wealth Partners’s Regions Financial RF Stock Holding History

Cyndeo Wealth Partners’s Portfolio RF Stock Details RF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$242K	Buy
2025 Q3	$201K	Sell
2025 Q2	$280K	Sell
2025 Q1	$281K	Buy
2024 Q4	$304K	Buy
2024 Q3	$301K	Buy
2024 Q2	$259K	Buy
2023 Q2	–	Sell
2023 Q1	$193K	Sell
2022 Q4	$312K	Buy