Geneos Wealth 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 | $193K | Sell |
8,197
-10,618
| -56% | -$250K | ﹤0.01% | 1011 |
|
|
2025
Q1 | $409K | Buy |
18,815
+13,378
| +246% | +$291K | 0.01% | 958 |
|
|
2024
Q4 | $128K | Sell |
5,437
-2,715
| -33% | -$63.9K | ﹤0.01% | 984 |
|
|
2024
Q3 | $190K | Buy |
8,152
+4,446
| +120% | +$104K | 0.01% | 782 |
|
|
2024
Q2 | $74.3K | Hold |
3,706
| – | – | ﹤0.01% | 951 |
|
|
2024
Q1 | $78K | Hold |
3,706
| – | – | ﹤0.01% | 929 |
|
|
2023
Q4 | $71.8K | Hold |
3,706
| – | – | ﹤0.01% | 948 |
|
|
2023
Q3 | $63.7K | Hold |
3,706
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q2 | $66K | Hold |
3,706
| – | – | ﹤0.01% | 998 |
|
|
2023
Q1 | $68.8K | Buy |
3,706
+706
| +24% | +$13.1K | ﹤0.01% | 967 |
|
|
2022
Q4 | $64.7K | Sell |
3,000
-300
| -9% | -$6.47K | ﹤0.01% | 958 |
|
|
2022
Q3 | $66K | Sell |
3,300
-244
| -7% | -$4.88K | ﹤0.01% | 934 |
|
|
2022
Q2 | $67K | Buy |
3,544
+204
| +6% | +$3.86K | ﹤0.01% | 1162 |
|
|
2022
Q1 | $74K | Buy |
3,340
+208
| +7% | +$4.61K | ﹤0.01% | 1208 |
|
|
2021
Q4 | $68K | Sell |
3,132
-27,919
| -90% | -$606K | ﹤0.01% | 1338 |
|
|
2021
Q3 | $675K | Buy |
31,051
+234
| +0.8% | +$5.09K | 0.03% | 496 |
|
|
2021
Q2 | $624K | Buy |
30,817
+1,093
| +4% | +$22.1K | 0.02% | 502 |
|
|
2021
Q1 | $647K | Buy |
29,724
+1,501
| +5% | +$32.7K | 0.02% | 568 |
|
|
2020
Q4 | $592K | Buy |
28,223
+1,490
| +6% | +$31.3K | 0.02% | 491 |
|
|
2020
Q3 | $294K | Buy |
26,733
+2
| +0% | +$22 | 0.02% | 568 |
|
|
2020
Q2 | $284K | Buy |
26,731
+2
| +0% | +$21 | 0.02% | 562 |
|
|
2020
Q1 | $258K | Buy |
26,729
+1
| +0% | +$10 | 0.02% | 542 |
|
|
2019
Q4 | $458K | Buy |
26,728
+1
| +0% | +$17 | 0.02% | 457 |
|
|
2019
Q3 | $426K | Buy |
26,727
+1
| +0% | +$16 | 0.03% | 443 |
|
|
2019
Q2 | $399K | Buy |
26,726
+72
| +0.3% | +$1.08K | 0.02% | 474 |
|
|
2019
Q1 | $377K | Buy |
26,654
+1
| +0% | +$14 | 0.02% | 476 |
|
|
2018
Q4 | $355K | Buy |
26,653
+5,292
| +25% | +$70.5K | 0.03% | 448 |
|
|
2018
Q3 | $391K | Sell |
21,361
-239
| -1% | -$4.38K | 0.03% | 439 |
|
|
2018
Q2 | $384K | Buy |
21,600
+1
| +0% | +$18 | 0.03% | 379 |
|
|
2018
Q1 | $401K | Hold |
21,599
| – | – | 0.04% | 353 |
|
|
2017
Q4 | $373K | Sell |
21,599
-200
| -0.9% | -$3.45K | 0.03% | 383 |
|
|
2017
Q3 | $332K | Sell |
21,799
-999
| -4% | -$15.2K | 0.03% | 381 |
|
|
2017
Q2 | $333K | Sell |
22,798
-3,170
| -12% | -$46.3K | 0.03% | 374 |
|
|
2017
Q1 | $377K | Sell |
25,968
-2,912
| -10% | -$42.3K | 0.04% | 337 |
|
|
2016
Q4 | $414K | Sell |
28,880
-7,301
| -20% | -$105K | 0.05% | 287 |
|
|
2016
Q3 | $357K | Sell |
36,181
-7,962
| -18% | -$78.6K | 0.05% | 314 |
|
|
2016
Q2 | $369K | Sell |
44,143
-667
| -1% | -$5.58K | 0.05% | 304 |
|
|
2016
Q1 | $353K | Buy |
+44,810
| New | +$353K | 0.05% | 305 |
|