HHM Wealth Advisors’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 | $1.67M | Sell |
71,021
-89
| -0.1% | -$2.09K | 0.2% | 50 |
|
|
2025
Q1 | $1.55M | Sell |
71,110
-5,050
| -7% | -$110K | 0.21% | 49 |
|
|
2024
Q4 | $1.79M | Sell |
76,160
-14,169
| -16% | -$333K | 0.24% | 42 |
|
|
2024
Q3 | $2.11M | Sell |
90,329
-9,455
| -9% | -$221K | 0.3% | 31 |
|
|
2024
Q2 | $2M | Sell |
99,784
-14,377
| -13% | -$288K | 0.3% | 31 |
|
|
2024
Q1 | $2.4M | Sell |
114,161
-23
| -0% | -$484 | 0.4% | 24 |
|
|
2023
Q4 | $2.21M | Buy |
114,184
+84,120
| +280% | +$1.63M | 0.39% | 23 |
|
|
2023
Q3 | $517K | Sell |
30,064
-12,210
| -29% | -$210K | 0.1% | 71 |
|
|
2023
Q2 | $753K | Buy |
42,274
+321
| +0.8% | +$5.72K | 0.14% | 54 |
|
|
2023
Q1 | $779K | Buy |
41,953
+37,852
| +923% | +$703K | 0.16% | 49 |
|
|
2022
Q4 | $88.4K | Buy |
4,101
+500
| +14% | +$10.8K | 0.02% | 186 |
|
|
2022
Q3 | $72K | Sell |
3,601
-1,750
| -33% | -$35K | 0.02% | 188 |
|
|
2022
Q2 | $100K | Sell |
5,351
-1,600
| -23% | -$29.9K | 0.03% | 193 |
|
|
2022
Q1 | $155K | Sell |
6,951
-500
| -7% | -$11.1K | 0.04% | 164 |
|
|
2021
Q4 | $162K | Hold |
7,451
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $159K | Buy |
7,451
+2,160
| +41% | +$46.1K | 0.04% | 156 |
|
|
2021
Q2 | $107K | Hold |
5,291
| – | – | 0.03% | 193 |
|
|
2021
Q1 | $109K | Hold |
5,291
| – | – | 0.03% | 175 |
|
|
2020
Q4 | $85K | Hold |
5,291
| – | – | 0.03% | 192 |
|
|
2020
Q3 | $61K | Hold |
5,291
| – | – | 0.02% | 201 |
|
|
2020
Q2 | $59K | Hold |
5,291
| – | – | 0.02% | 204 |
|
|
2020
Q1 | $47K | Buy |
+5,291
| New | +$47K | 0.02% | 211 |
|