Forum Financial Management’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
$631K Buy
26,825
+10,463
+64% +$246K 0.01% 332
2025
Q1
$356K Sell
16,362
-35
-0.2% -$761 0.01% 502
2024
Q4
$386K Buy
16,397
+267
+2% +$6.28K 0.01% 493
2024
Q3
$376K Buy
16,130
+34
+0.2% +$793 0.01% 417
2024
Q2
$323K Buy
16,096
+21
+0.1% +$421 0.01% 450
2024
Q1
$338K Hold
16,075
0.01% 448
2023
Q4
$312K Sell
16,075
-5,730
-26% -$111K 0.01% 437
2023
Q3
$375K Hold
21,805
0.01% 354
2023
Q2
$389K Hold
21,805
0.01% 357
2023
Q1
$405K Sell
21,805
-50
-0.2% -$928 0.01% 314
2022
Q4
$471K Sell
21,855
-11
-0.1% -$237 0.02% 263
2022
Q3
$439K Buy
21,866
+61
+0.3% +$1.23K 0.02% 245
2022
Q2
$409K Hold
21,805
0.02% 270
2022
Q1
$485K Hold
21,805
0.02% 245
2021
Q4
$475K Buy
+21,805
New +$475K 0.02% 264