Hennion & Walsh Asset 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 | $412K | Buy |
17,527
+6,094
| +53% | +$143K | 0.02% | 735 |
|
|
2025
Q1 | $248K | Buy |
+11,433
| New | +$248K | 0.01% | 791 |
|
|
2024
Q4 | – | Sell |
-21,086
| Closed | -$492K | – | 901 |
|
|
2024
Q3 | $492K | Buy |
21,086
+560
| +3% | +$13.1K | 0.02% | 621 |
|
|
2024
Q2 | $411K | Sell |
20,526
-7,177
| -26% | -$144K | 0.02% | 645 |
|
|
2024
Q1 | $583K | Sell |
27,703
-987
| -3% | -$20.8K | 0.03% | 529 |
|
|
2023
Q4 | $556K | Sell |
28,690
-752
| -3% | -$14.6K | 0.03% | 531 |
|
|
2023
Q3 | $506K | Sell |
29,442
-280
| -0.9% | -$4.82K | 0.03% | 514 |
|
|
2023
Q2 | $530K | Sell |
29,722
-1,032
| -3% | -$18.4K | 0.03% | 490 |
|
|
2023
Q1 | $571K | Buy |
30,754
+9,550
| +45% | +$177K | 0.04% | 479 |
|
|
2022
Q4 | $457K | Buy |
+21,204
| New | +$457K | 0.03% | 518 |
|