J.W. Cole Advisors’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$940K Buy
2025
Q1
$809K Buy
2024
Q4
$761K Buy
2024
Q3
$564K Sell
2024
Q2
$497K Sell
2024
Q1
$534K Buy
2023
Q4
$464K Buy
2023
Q3
$406K Sell
2023
Q2
$476K Sell
2023
Q1
$550K Buy
2022
Q4
$635K Buy
2022
Q3
$582K Buy
2022
Q2
$543K Sell
2022
Q1
$724K Sell
2021
Q4
$884K Buy
2021
Q3
$854K Buy
2020
Q4
Sell
2020
Q3
$183K Buy