Forum Financial 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
2025
Q3
$797K Buy
2025
Q2
$631K Buy
2025
Q1
$356K Sell
2024
Q4
$386K Buy
2024
Q3
$376K Buy
2024
Q2
$323K Buy
2024
Q1
$338K Hold
2023
Q4
$312K Sell
2023
Q3
$375K Hold
2023
Q2
$389K Hold
2023
Q1
$405K Sell
2022
Q4
$471K Sell
2022
Q3
$439K Buy
2022
Q2
$409K Hold
2022
Q1
$485K Hold
2021
Q4
$475K Buy