Integrated Wealth Concepts’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 | $810K | Buy |
34,442
+4,451
| +15% | +$105K | 0.01% | 1033 |
|
|
2025
Q1 | $652K | Buy |
29,991
+14,857
| +98% | +$323K | 0.01% | 1032 |
|
|
2024
Q4 | $356K | Buy |
15,134
+1,418
| +10% | +$33.4K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $320K | Buy |
13,716
+212
| +2% | +$4.95K | ﹤0.01% | 1300 |
|
|
2024
Q2 | $271K | Sell |
13,504
-2,783
| -17% | -$55.8K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $343K | Buy |
16,287
+6,061
| +59% | +$128K | 0.01% | 1245 |
|
|
2023
Q4 | $198K | Sell |
10,226
-155
| -1% | -$3K | ﹤0.01% | 1467 |
|
|
2023
Q3 | $179K | Sell |
10,381
-5,572
| -35% | -$95.8K | ﹤0.01% | 1432 |
|
|
2023
Q2 | $284K | Buy |
15,953
+5,104
| +47% | +$91K | ﹤0.01% | 1253 |
|
|
2023
Q1 | $201K | Buy |
+10,849
| New | +$201K | ﹤0.01% | 1222 |
|