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 |
|