HBK Sorce Advisory’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
$471K Buy
20,041
+256
+1% +$6.02K 0.01% 349
2025
Q1
$430K Sell
19,785
-45
-0.2% -$978 0.01% 367
2024
Q4
$466K Buy
19,830
+24
+0.1% +$564 0.01% 353
2024
Q3
$462K Sell
19,806
-96
-0.5% -$2.24K 0.01% 351
2024
Q2
$399K Buy
19,902
+4,827
+32% +$96.7K 0.01% 371
2024
Q1
$317K Buy
15,075
+3,275
+28% +$68.9K 0.01% 434
2023
Q4
$229K Buy
+11,800
New +$229K 0.01% 483
2023
Q1
Sell
-9,438
Closed -$203K 777
2022
Q4
$203K Buy
+9,438
New +$203K 0.01% 654