JFS 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
$4.63K Sell
197
-279
-59% -$6.56K ﹤0.01% 1112
2025
Q1
$10.3K Buy
476
+154
+48% +$3.35K ﹤0.01% 874
2024
Q4
$7.57K Buy
322
+87
+37% +$2.05K ﹤0.01% 957
2024
Q3
$5.48K Sell
235
-128
-35% -$2.99K ﹤0.01% 1084
2024
Q2
$7.28K Sell
363
-35
-9% -$701 ﹤0.01% 903
2024
Q1
$8.37K Buy
398
+72
+22% +$1.52K ﹤0.01% 878
2023
Q4
$6.32K Buy
326
+1
+0.3% +$19 ﹤0.01% 962
2023
Q3
$5.59K Buy
325
+67
+26% +$1.15K ﹤0.01% 952
2023
Q2
$4.6K Buy
258
+111
+76% +$1.98K ﹤0.01% 1043
2023
Q1
$2.73K Sell
147
-206
-58% -$3.82K ﹤0.01% 1239
2022
Q4
$7.61K Sell
353
-13
-4% -$280 ﹤0.01% 817
2022
Q3
$7K Buy
366
+145
+66% +$2.77K ﹤0.01% 871
2022
Q2
$4K Sell
221
-62
-22% -$1.12K ﹤0.01% 1109
2022
Q1
$6K Buy
283
+174
+160% +$3.69K ﹤0.01% 996
2021
Q4
$2K Buy
+109
New +$2K ﹤0.01% 1144
2015
Q1
Sell
-1,459
Closed -$15K 537
2014
Q4
$15K Buy
+1,459
New +$15K ﹤0.01% 324