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Holistic Planning’s Regions Financial RF Stock Holding History

Holistic Planning’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$362K Hold
15,407
– – 0.1% 153
2025
Q1 		$335K Hold
15,407
– – 0.11% 130
2024
Q4 		$362K Buy
15,407
+992
+7% +$23.3K 0.13% 113
2024
Q3 		$336K Buy
+14,415
New +$336K 0.14% 104