GeoWealth 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 | $90.6K | Buy |
3,851
+496
| +15% | +$11.7K | ﹤0.01% | 833 |
|
|
2025
Q1 | $72.9K | Sell |
3,355
-14,267
| -81% | -$310K | ﹤0.01% | 843 |
|
|
2024
Q4 | $414K | Buy |
17,622
+8,070
| +84% | +$190K | 0.01% | 517 |
|
|
2024
Q3 | $223K | Sell |
9,552
-217
| -2% | -$5.06K | 0.01% | 682 |
|
|
2024
Q2 | $196K | Buy |
+9,769
| New | +$196K | 0.01% | 698 |
|
|
2023
Q2 | – | Sell |
-3,516
| Closed | -$66K | – | 468 |
|
|
2023
Q1 | $66K | Buy |
+3,516
| New | +$66K | 0.01% | 276 |
|