Golden State Wealth 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
2026 Q1	$4.19K	Hold	160	–	–	﹤0.01%	1242
2025 Q4	$4.34K	Hold	160	–	–	﹤0.01%	1262
2025 Q3	$4.22K	Hold	160	–	–	﹤0.01%	1281
2025 Q2	$3.76K	Hold	160	–	–	﹤0.01%	1272
2025 Q1	$3.48K	Hold	160	–	–	﹤0.01%	1238
2024 Q4	$3.76K	Buy	+160	New	+$3.95K	﹤0.01%	1166
2020 Q4	–	Sell	-1,084	Closed	-$12K	–	378
2020 Q3	$12K	Buy	+1,084	New	+$12.1K	﹤0.01%	398
2020 Q2	–	Sell	-1,084	Closed	-$10K	–	736
2020 Q1	$10K	Buy	+1,084	New	+$15.2K	﹤0.01%	626
2019 Q4	–	Sell	-309	Closed	-$5K	–	727
2019 Q3	$5K	Hold	309	–	–	﹤0.01%	866
2019 Q2	$4K	Hold	309	–	–	﹤0.01%	911
2019 Q1	$4K	Buy	+309	New	+$4.73K	﹤0.01%	953