Focused Wealth Management’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	$52.2K	Buy	+2,000	New	+$55.8K	0.01%	221
2023 Q1	–	Sell	-3,000	Closed	-$64.7K	–	1147
2022 Q4	$64.7K	Buy	+3,000	New	+$65K	0.01%	274
2022 Q1	–	Sell	-7,100	Closed	-$155K	–	1098
2021 Q4	$155K	Hold	7,100	–	–	0.02%	215
2021 Q3	$151K	Hold	7,100	–	–	0.02%	209
2021 Q2	$143K	Hold	7,100	–	–	0.02%	233
2021 Q1	$147K	Sell	7,100 -1,600	-18%	-$31.3K	0.03%	215
2020 Q4	$140K	Hold	8,700	–	–	0.03%	201
2020 Q3	$100K	Hold	8,700	–	–	0.02%	246
2020 Q2	$97K	Hold	8,700	–	–	0.02%	233
2020 Q1	$78K	Hold	8,700	–	–	0.02%	238
2019 Q4	$149K	Hold	8,700	–	–	0.04%	202
2019 Q3	$138K	Buy	8,700 +4,300	+98%	+$65K	0.04%	192
2019 Q2	$66K	Hold	4,400	–	–	0.02%	291
2019 Q1	$62K	Hold	4,400	–	–	0.02%	273
2018 Q4	$59K	Buy	4,400 +3,700	+529%	+$59.4K	0.02%	287
2018 Q3	$13K	Sell	700 -4,800	-87%	-$90.3K	﹤0.01%	425
2018 Q2	$98K	Hold	5,500	–	–	0.03%	227
2018 Q1	$102K	Hold	5,500	–	–	0.03%	235
2017 Q4	$95K	Buy	+5,500	New	+$87.9K	0.03%	239
2017 Q3	–	Sell	-5,500	Closed	-$81K	–	724
2017 Q2	$81K	Hold	5,500	–	–	0.03%	238
2017 Q1	$80K	Buy	+5,500	New	+$81.2K	0.03%	236