FMWA
Forvis Mazars Wealth Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
25,534
+187
| +0.7% | +$4.4K | 0.01% | 255 |
|
|
2025
Q1 | $551K | Sell |
25,347
-925
| -4% | -$20.1K | 0.01% | 268 |
|
|
2024
Q4 | $618K | Sell |
26,272
-1,037
| -4% | -$24.4K | 0.01% | 283 |
|
|
2024
Q3 | $637K | Buy |
27,309
+965
| +4% | +$22.5K | 0.01% | 281 |
|
|
2024
Q2 | $528K | Hold |
26,344
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $554K | Hold |
26,344
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $511K | Hold |
26,344
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $453K | Sell |
26,344
-42
| -0.2% | -$722 | 0.01% | 286 |
|
|
2023
Q2 | $470K | Hold |
26,386
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $490K | Hold |
26,386
| – | – | 0.02% | 270 |
|
|
2022
Q4 | $569K | Hold |
26,386
| – | – | 0.02% | 245 |
|
|
2022
Q3 | $530K | Sell |
26,386
-3,288
| -11% | -$66K | 0.02% | 248 |
|
|
2022
Q2 | $556K | Sell |
29,674
-25
| -0.1% | -$468 | 0.02% | 238 |
|
|
2022
Q1 | $661K | Hold |
29,699
| – | – | 0.03% | 168 |
|
|
2021
Q4 | $647K | Hold |
29,699
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $633K | Sell |
29,699
-27
| -0.1% | -$575 | 0.03% | 158 |
|
|
2021
Q2 | $600K | Sell |
29,726
-37
| -0.1% | -$747 | 0.03% | 158 |
|
|
2021
Q1 | $615K | Sell |
29,763
-2,428
| -8% | -$50.2K | 0.03% | 158 |
|
|
2020
Q4 | $519K | Buy |
32,191
+720
| +2% | +$11.6K | 0.03% | 219 |
|
|
2020
Q3 | $363K | Buy |
31,471
+400
| +1% | +$4.61K | 0.02% | 241 |
|
|
2020
Q2 | $346K | Sell |
31,071
-244
| -0.8% | -$2.72K | 0.02% | 235 |
|
|
2020
Q1 | $281K | Sell |
31,315
-99
| -0.3% | -$888 | 0.02% | 233 |
|
|
2019
Q4 | $539K | Buy |
31,414
+78
| +0.2% | +$1.34K | 0.04% | 184 |
|
|
2019
Q3 | $496K | Buy |
31,336
+97
| +0.3% | +$1.54K | 0.04% | 175 |
|
|
2019
Q2 | $467K | Buy |
31,239
+4,375
| +16% | +$65.4K | 0.04% | 171 |
|
|
2019
Q1 | $380K | Buy |
26,864
+532
| +2% | +$7.53K | 0.03% | 188 |
|
|
2018
Q4 | $352K | Buy |
26,332
+1,502
| +6% | +$20.1K | 0.04% | 167 |
|
|
2018
Q3 | $456K | Buy |
24,830
+109
| +0.4% | +$2K | 0.04% | 156 |
|
|
2018
Q2 | $440K | Sell |
24,721
-250
| -1% | -$4.45K | 0.04% | 153 |
|
|
2018
Q1 | $464K | Buy |
24,971
+312
| +1% | +$5.8K | 0.05% | 155 |
|
|
2017
Q4 | $426K | Sell |
24,659
-673
| -3% | -$11.6K | 0.04% | 166 |
|
|
2017
Q3 | $386K | Sell |
25,332
-52
| -0.2% | -$792 | 0.04% | 157 |
|
|
2017
Q2 | $372K | Buy |
25,384
+485
| +2% | +$7.11K | 0.04% | 162 |
|
|
2017
Q1 | $362K | Sell |
24,899
-161
| -0.6% | -$2.34K | 0.04% | 156 |
|
|
2016
Q4 | $360K | Buy |
25,060
+1,130
| +5% | +$16.2K | 0.05% | 141 |
|
|
2016
Q3 | $236K | Sell |
23,930
-1
| -0% | -$10 | 0.03% | 169 |
|
|
2016
Q2 | $204K | Buy |
23,931
+381
| +2% | +$3.25K | 0.03% | 181 |
|
|
2016
Q1 | $185K | Buy |
23,550
+406
| +2% | +$3.19K | 0.03% | 187 |
|
|
2015
Q4 | $222K | Buy |
23,144
+44
| +0.2% | +$422 | 0.03% | 170 |
|
|
2015
Q3 | $208K | Buy |
23,100
+141
| +0.6% | +$1.27K | 0.04% | 170 |
|
|
2015
Q2 | $238K | Sell |
22,959
-359
| -2% | -$3.72K | 0.04% | 163 |
|
|
2015
Q1 | $220K | Buy |
+23,318
| New | +$220K | 0.03% | 173 |
|