Kingswood 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
Q1 | – | Sell |
-12,545
| Closed | -$295K | – | 810 |
|
|
2024
Q4 | $295K | Sell |
12,545
-14,924
| -54% | -$351K | 0.02% | 615 |
|
|
2024
Q3 | $638K | Sell |
27,469
-2,155
| -7% | -$50.1K | 0.05% | 392 |
|
|
2024
Q2 | $594K | Buy |
29,624
+180
| +0.6% | +$3.61K | 0.05% | 346 |
|
|
2024
Q1 | $620K | Sell |
29,444
-660
| -2% | -$13.9K | 0.07% | 292 |
|
|
2023
Q4 | $583K | Buy |
+30,104
| New | +$583K | 0.07% | 307 |
|
|
2023
Q3 | – | Sell |
-10,298
| Closed | -$184K | – | 470 |
|
|
2023
Q2 | $184K | Buy |
+10,298
| New | +$184K | 0.06% | 250 |
|