Kingsview Wealth Management’s Regions Financial RF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.21M	Buy	122,896 +102,958	+516%	+$2.87M	0.04%	402
2025 Q4	$540K	Sell	19,938 -96	-0.5%	-$2.45K	0.01%	817
2025 Q3	$528K	Buy	20,034 +8,334	+71%	+$216K	0.01%	784
2025 Q2	$275K	Buy	11,700 +1,033	+10%	+$21.9K	﹤0.01%	975
2025 Q1	$232K	Sell	10,667 -882	-8%	-$20.5K	﹤0.01%	986
2024 Q4	$272K	Sell	11,549 -4,293	-27%	-$106K	0.01%	948
2024 Q3	$370K	Buy	15,842 +293	+2%	+$6.4K	0.01%	806
2024 Q2	$312K	Sell	15,549 -1,195	-7%	-$23.2K	0.01%	821
2024 Q1	$352K	Sell	16,744 -51,473	-75%	-$973K	0.01%	763
2023 Q4	$1.32M	Buy	68,217 +10,893	+19%	+$181K	0.04%	385
2023 Q3	$986K	Buy	+57,324	New	+$1.09M	0.04%	438
2023 Q1	–	Sell	-9,454	Closed	-$204K	–	938
2022 Q4	$204K	Sell	9,454 -984	-9%	-$21.3K	0.01%	788
2022 Q3	$209K	Sell	10,438 -1,663	-14%	-$35.1K	0.01%	749
2022 Q2	$227K	Buy	12,101 +1,879	+18%	+$38.8K	0.01%	736
2022 Q1	$228K	Buy	+10,222	New	+$241K	0.01%	785
2021 Q3	–	Sell	-11,012	Closed	-$225K	–	995
2021 Q2	$225K	Buy	+11,012	New	+$238K	0.01%	796