HB 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
$2.19M Sell
93,076
-5,346
-5% -$126K 0.02% 347
2025
Q1
$2.14M Buy
98,422
+7,143
+8% +$155K 0.02% 358
2024
Q4
$2.15M Sell
91,279
-5,380
-6% -$127K 0.02% 271
2024
Q3
$2.26M Sell
96,659
-1,490
-2% -$34.8K 0.02% 258
2024
Q2
$1.97M Buy
98,149
+1,429
+1% +$28.6K 0.02% 267
2024
Q1
$2.03M Buy
96,720
+551
+0.6% +$11.6K 0.03% 242
2023
Q4
$1.86M Sell
96,169
-2,943
-3% -$57K 0.03% 238
2023
Q3
$1.7M Buy
99,112
+5,009
+5% +$86.2K 0.03% 231
2023
Q2
$1.68M Sell
94,103
-9,701
-9% -$173K 0.03% 228
2023
Q1
$1.93M Sell
103,804
-2,133
-2% -$39.6K 0.03% 198
2022
Q4
$2.28M Buy
105,937
+18,828
+22% +$406K 0.04% 184
2022
Q3
$1.75M Buy
87,109
+3,758
+5% +$75.4K 0.04% 193
2022
Q2
$1.56M Sell
83,351
-269
-0.3% -$5.04K 0.03% 200
2022
Q1
$1.86M Buy
83,620
+2,221
+3% +$49.4K 0.03% 191
2021
Q4
$1.77M Buy
+81,399
New +$1.77M 0.04% 170