Impact Partnership Wealth’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 | $447K | Sell |
19,003
-22,832
| -55% | -$537K | 0.08% | 153 |
|
|
2025
Q1 | $909K | Buy |
41,835
+16,676
| +66% | +$362K | 0.19% | 53 |
|
|
2024
Q4 | $592K | Buy |
+25,159
| New | +$592K | 0.12% | 103 |
|
|
2024
Q3 | – | Sell |
-26,294
| Closed | -$527K | – | 278 |
|
|
2024
Q2 | $527K | Buy |
26,294
+2,454
| +10% | +$49.2K | 0.14% | 98 |
|
|
2024
Q1 | $502K | Sell |
23,840
-4,738
| -17% | -$99.7K | 0.2% | 72 |
|
|
2023
Q4 | $554K | Buy |
28,578
+8,146
| +40% | +$158K | 0.2% | 72 |
|
|
2023
Q3 | $351K | Buy |
+20,432
| New | +$351K | 0.11% | 106 |
|