Kovitz Investment Group Partners’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
$446K Sell
18,960
-352
-2% -$8.28K ﹤0.01% 1011
2025
Q1
$420K Sell
19,312
-1,181
-6% -$25.7K ﹤0.01% 948
2024
Q4
$482K Buy
20,493
+1,076
+6% +$25.3K ﹤0.01% 899
2024
Q3
$58.6K Buy
+19,417
New +$58.6K ﹤0.01% 1001