Equitable Trust’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
61,019
-2,000
-3% -$47K 0.07% 185
2025
Q1
$1.37M Sell
63,019
-6,936
-10% -$151K 0.08% 182
2024
Q4
$1.65M Sell
69,955
-225
-0.3% -$5.29K 0.09% 159
2024
Q3
$1.64M Buy
70,180
+2,000
+3% +$46.7K 0.11% 151
2024
Q2
$1.37M Sell
68,180
-1,341
-2% -$26.9K 0.09% 152
2024
Q1
$1.46M Buy
69,521
+3,977
+6% +$83.7K 0.1% 152
2023
Q4
$1.27M Sell
65,544
-6,584
-9% -$128K 0.1% 152
2023
Q3
$1.24M Sell
72,128
-11,493
-14% -$198K 0.1% 150
2023
Q2
$1.49M Sell
83,621
-9,769
-10% -$174K 0.11% 136
2023
Q1
$1.73M Buy
93,390
+1,802
+2% +$33.4K 0.14% 128
2022
Q4
$1.97M Sell
91,588
-894
-1% -$19.3K 0.16% 130
2022
Q3
$1.86M Hold
92,482
0.15% 124
2022
Q2
$1.73M Buy
92,482
+500
+0.5% +$9.38K 0.13% 137
2022
Q1
$2.05M Sell
91,982
-4,607
-5% -$103K 0.13% 139
2021
Q4
$2.11M Sell
96,589
-906
-0.9% -$19.8K 0.13% 136
2021
Q3
$2.08M Buy
97,495
+1,000
+1% +$21.3K 0.13% 133
2021
Q2
$1.95M Sell
96,495
-22,019
-19% -$444K 0.12% 134
2021
Q1
$2.45M Buy
118,514
+55,980
+90% +$1.16M 0.18% 119
2020
Q4
$1.01M Buy
62,534
+1,000
+2% +$16.1K 0.07% 179
2020
Q3
$709K Hold
61,534
0.06% 198
2020
Q2
$685K Hold
61,534
0.06% 188
2020
Q1
$552K Buy
61,534
+1,074
+2% +$9.63K 0.06% 197
2019
Q4
$1.04M Sell
60,460
-12,880
-18% -$221K 0.1% 145
2019
Q3
$1.16M Buy
73,340
+1,240
+2% +$19.6K 0.12% 137
2019
Q2
$1.08M Hold
72,100
0.11% 144
2019
Q1
$1.02M Hold
72,100
0.12% 150
2018
Q4
$965K Sell
72,100
-3,406
-5% -$45.6K 0.13% 146
2018
Q3
$1.39M Hold
75,506
0.16% 133
2018
Q2
$1.34M Buy
+75,506
New +$1.34M 0.17% 126