Laird Norton Wetherby Wealth Management’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
+28,018
| New | +$659K | 0.03% | 483 |
|
|
2024
Q4 | $673K | Sell |
28,604
-713
| -2% | -$16.8K | 0.03% | 441 |
|
|
2024
Q3 | $684K | Buy |
29,317
+546
| +2% | +$12.7K | 0.03% | 462 |
|
|
2024
Q2 | $577K | Sell |
28,771
-291
| -1% | -$5.83K | 0.03% | 497 |
|
|
2024
Q1 | $611K | Sell |
29,062
-576
| -2% | -$12.1K | 0.03% | 496 |
|
|
2023
Q4 | $574K | Buy |
29,638
+2,011
| +7% | +$39K | 0.03% | 506 |
|
|
2023
Q3 | $475K | Sell |
27,627
-109
| -0.4% | -$1.88K | 0.03% | 539 |
|
|
2023
Q2 | $494K | Sell |
27,736
-2,453
| -8% | -$43.7K | 0.03% | 544 |
|
|
2023
Q1 | $560K | Sell |
30,189
-2,251
| -7% | -$41.8K | 0.03% | 496 |
|
|
2022
Q4 | $699K | Buy |
32,440
+798
| +3% | +$17.2K | 0.04% | 410 |
|
|
2022
Q3 | $635K | Buy |
31,642
+28
| +0.1% | +$562 | 0.04% | 412 |
|
|
2022
Q2 | $593K | Sell |
31,614
-1,117
| -3% | -$21K | 0.04% | 445 |
|
|
2022
Q1 | $729K | Buy |
32,731
+2,084
| +7% | +$46.4K | 0.04% | 397 |
|
|
2021
Q4 | $668K | Buy |
30,647
+527
| +2% | +$11.5K | 0.04% | 413 |
|
|
2021
Q3 | $642K | Buy |
30,120
+375
| +1% | +$7.99K | 0.04% | 420 |
|
|
2021
Q2 | $600K | Buy |
29,745
+831
| +3% | +$16.8K | 0.04% | 443 |
|
|
2021
Q1 | $597K | Sell |
28,914
-156
| -0.5% | -$3.22K | 0.05% | 393 |
|
|
2020
Q4 | $469K | Buy |
29,070
+7
| +0% | +$113 | 0.03% | 478 |
|
|
2020
Q3 | $335K | Sell |
29,063
-282
| -1% | -$3.25K | 0.03% | 488 |
|
|
2020
Q2 | $326K | Buy |
29,345
+2,068
| +8% | +$23K | 0.03% | 482 |
|
|
2020
Q1 | $244K | Buy |
27,277
+2,392
| +10% | +$21.4K | 0.03% | 512 |
|
|
2019
Q4 | $427K | Sell |
24,885
-980
| -4% | -$16.8K | 0.04% | 442 |
|
|
2019
Q3 | $409K | Buy |
25,865
+582
| +2% | +$9.2K | 0.04% | 453 |
|
|
2019
Q2 | $378K | Sell |
25,283
-279
| -1% | -$4.17K | 0.04% | 468 |
|
|
2019
Q1 | $361K | Sell |
25,562
-360
| -1% | -$5.08K | 0.05% | 454 |
|
|
2018
Q4 | $347K | Buy |
25,922
+523
| +2% | +$7K | 0.05% | 418 |
|
|
2018
Q3 | $466K | Buy |
25,399
+298
| +1% | +$5.47K | 0.06% | 384 |
|
|
2018
Q2 | $446K | Sell |
25,101
-197
| -0.8% | -$3.5K | 0.06% | 369 |
|
|
2018
Q1 | $470K | Buy |
25,298
+213
| +0.8% | +$3.96K | 0.06% | 359 |
|
|
2017
Q4 | $433K | Sell |
25,085
-144
| -0.6% | -$2.49K | 0.06% | 385 |
|
|
2017
Q3 | $384K | Buy |
25,229
+497
| +2% | +$7.57K | 0.06% | 397 |
|
|
2017
Q2 | $362K | Sell |
24,732
-1,155
| -4% | -$16.9K | 0.06% | 387 |
|
|
2017
Q1 | $376K | Sell |
25,887
-1,897
| -7% | -$27.6K | 0.07% | 358 |
|
|
2016
Q4 | $399K | Sell |
27,784
-78
| -0.3% | -$1.12K | 0.08% | 323 |
|
|
2016
Q3 | $275K | Buy |
27,862
+1,488
| +6% | +$14.7K | 0.06% | 409 |
|
|
2016
Q2 | $224K | Buy |
26,374
+1,874
| +8% | +$15.9K | 0.05% | 432 |
|
|
2016
Q1 | $192K | Sell |
24,500
-391
| -2% | -$3.06K | 0.05% | 448 |
|
|
2015
Q4 | $238K | Sell |
24,891
-900
| -3% | -$8.61K | 0.06% | 378 |
|
|
2015
Q3 | $232K | Buy |
25,791
+1,846
| +8% | +$16.6K | 0.06% | 384 |
|
|
2015
Q2 | $248K | Buy |
23,945
+153
| +0.6% | +$1.59K | 0.06% | 375 |
|
|
2015
Q1 | $225K | Buy |
23,792
+3,695
| +18% | +$34.9K | 0.05% | 403 |
|
|
2014
Q4 | $212K | Sell |
20,097
-1,076
| -5% | -$11.4K | 0.05% | 407 |
|
|
2014
Q3 | $212K | Sell |
21,173
-399
| -2% | -$4K | 0.06% | 392 |
|
|
2014
Q2 | $229K | Buy |
21,572
+1,218
| +6% | +$12.9K | 0.06% | 364 |
|
|
2014
Q1 | $226K | Sell |
20,354
-197
| -1% | -$2.19K | 0.06% | 361 |
|
|
2013
Q4 | $203K | Sell |
20,551
-862
| -4% | -$8.52K | 0.06% | 400 |
|
|
2013
Q3 | $198K | Hold |
21,413
| – | – | 0.06% | 375 |
|
|
2013
Q2 | $204K | Buy |
+21,413
| New | +$204K | 0.07% | 342 |
|