LJI Wealth Management’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 | $636K | Sell |
27,040
-400
| -1% | -$9.41K | 0.11% | 75 |
|
|
2025
Q1 | $596K | Sell |
27,440
-1,000
| -4% | -$21.7K | 0.12% | 75 |
|
|
2024
Q4 | $669K | Sell |
28,440
-950
| -3% | -$22.3K | 0.13% | 69 |
|
|
2024
Q3 | $686K | Hold |
29,390
| – | – | 0.14% | 75 |
|
|
2024
Q2 | $589K | Buy |
+29,390
| New | +$589K | 0.13% | 84 |
|
|
2024
Q1 | – | Sell |
-29,667
| Closed | -$575K | – | 164 |
|
|
2023
Q4 | $575K | Buy |
29,667
+250
| +0.8% | +$4.85K | 0.15% | 77 |
|
|
2023
Q3 | $506K | Sell |
29,417
-50
| -0.2% | -$860 | 0.15% | 77 |
|
|
2023
Q2 | $525K | Buy |
29,467
+300
| +1% | +$5.35K | 0.15% | 72 |
|
|
2023
Q1 | $541K | Buy |
29,167
+850
| +3% | +$15.8K | 0.17% | 66 |
|
|
2022
Q4 | $611K | Buy |
+28,317
| New | +$611K | 0.21% | 54 |
|