Macroview Investment Management’s Regions Financial RF Stock Holding History

Macroview Investment Management’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12	Closed	-$280	–	435
2024 Q3	$280	Hold	12	–	–	﹤0.01%	556
2024 Q2	$241	Hold	12	–	–	﹤0.01%	559
2024 Q1	$253	Hold	12	–	–	﹤0.01%	613
2023 Q4	$233	Hold	12	–	–	﹤0.01%	598
2023 Q3	$207	Buy	+12	New	+$227	﹤0.01%	761
2023 Q2	–	Sell	-587	Closed	-$10.9K	–	551
2023 Q1	$10.9K	Sell	587 -1	-0.2%	-$22	0.02%	238
2022 Q4	$12.7K	Buy	588 +130	+28%	+$2.82K	0.02%	168
2022 Q3	$9K	Buy	+458	New	+$9.67K	0.02%	245
2019 Q1	–	Sell	-2,240	Closed	-$30K	–	377
2018 Q4	$30K	Hold	2,240	–	–	0.1%	97
2018 Q3	$41K	Hold	2,240	–	–	0.13%	75
2018 Q2	$40K	Hold	2,240	–	–	0.14%	68
2018 Q1	$42K	Buy	+2,240	New	+$42.4K	0.15%	63
2015 Q1	–	Sell	-35	Closed	–	–	222
2014 Q4	$0	Hold	35	–	–	﹤0.01%	265
2014 Q3	$0	Buy	+35	New	+$357	﹤0.01%	286

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Macroview Investment Management's RF Position: Q4 2024 in Review

Macroview Investment Management sold out of Regions Financial (RF) in Q4 2024, closing a stake of 12 shares — an estimated $280 sold.

Macroview Investment Management first reported a position in RF in Q3 2014 and held it in 14 quarters. The position peaked at $42K in Q1 2018. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

Macroview Investment Management reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 12 Regions Financial shares in Q4 2024, an estimated $280.
Macroview Investment Management first reported a position in Regions Financial in Q3 2014 and held it in 14 quarters.
Macroview Investment Management's Regions Financial position peaked at $42K in Q1 2018.
953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.