Forvis Mazars Wealth Advisors’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 | $824K | Buy |
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|
2025
Q2 | $601K | Buy |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $618K | Sell |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $554K | Hold |
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|
2023
Q4 | $511K | Hold |
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|
2023
Q3 | $453K | Sell |
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|
2023
Q2 | $470K | Hold |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $569K | Hold |
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|
2022
Q3 | $530K | Sell |
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|
2022
Q2 | $556K | Sell |
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|
2022
Q1 | $661K | Hold |
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|
2021
Q4 | $647K | Hold |
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|
2021
Q3 | $633K | Sell |
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|
2021
Q2 | $600K | Sell |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $519K | Buy |
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|
2020
Q3 | $363K | Buy |
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|
2020
Q2 | $346K | Sell |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $539K | Buy |
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|
2019
Q3 | $496K | Buy |
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|
2019
Q2 | $467K | Buy |
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|
2019
Q1 | $380K | Buy |
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|
2018
Q4 | $352K | Buy |
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|
2018
Q3 | $456K | Buy |
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|
2018
Q2 | $440K | Sell |
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|
2018
Q1 | $464K | Buy |
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|
2017
Q4 | $426K | Sell |
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|
2017
Q3 | $386K | Sell |
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|
2017
Q2 | $372K | Buy |
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|
2017
Q1 | $362K | Sell |
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|
2016
Q4 | $360K | Buy |
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|
2016
Q3 | $236K | Sell |
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|
2016
Q2 | $204K | Buy |
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|
2016
Q1 | $185K | Buy |
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|
2015
Q4 | $222K | Buy |
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|
2015
Q3 | $208K | Buy |
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|
2015
Q2 | $238K | Sell |
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|
2015
Q1 | $220K | Buy |
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