EP Wealth Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
52,884
+2,888
| +6% | +$67.9K | 0.01% | 517 |
|
|
2025
Q1 | $1.09M | Buy |
49,996
+5,494
| +12% | +$119K | 0.01% | 481 |
|
|
2024
Q4 | $1.05M | Buy |
44,502
+3,492
| +9% | +$82.1K | 0.01% | 484 |
|
|
2024
Q3 | $957K | Buy |
+41,010
| New | +$957K | 0.01% | 510 |
|
|
2022
Q3 | – | Sell |
-11,760
| Closed | -$221K | – | 561 |
|
|
2022
Q2 | $221K | Buy |
+11,760
| New | +$221K | 0.01% | 551 |
|