Mark Sheptoff Financial Planning’s Regions Financial RF Stock Holding History

Mark Sheptoff Financial Planning’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
2025 Q1	–	Sell	-800	Closed	-$18.8K	–	461
2024 Q4	$18.8K	Buy	800 +500	+167%	+$12.4K	0.01%	263
2024 Q3	$7K	Buy	+300	New	+$6.56K	﹤0.01%	342
2022 Q2	–	Sell	-1,000	Closed	-$22K	–	421
2022 Q1	$22K	Hold	1,000	–	–	0.01%	238
2021 Q4	$22K	Hold	1,000	–	–	0.01%	247
2021 Q3	$21K	Sell	1,000 -500	-33%	-$9.95K	0.01%	242
2021 Q2	$30K	Sell	1,500 -300	-17%	-$6.49K	0.02%	233
2021 Q1	$37K	Sell	1,800 -700	-28%	-$13.7K	0.02%	189
2020 Q4	$40K	Buy	+2,500	New	+$36.1K	0.02%	177
2015 Q4	–	Sell	-212	Closed	-$2K	–	420
2015 Q3	$2K	Buy	+212	New	+$2.1K	﹤0.01%	352
2015 Q1	–	Sell	-4,806	Closed	-$51K	–	343
2014 Q4	$51K	Sell	4,806 -6,548	-58%	-$65.4K	0.05%	168
2014 Q3	$114K	Sell	11,354 -24,699	-69%	-$252K	0.1%	133
2014 Q2	$383K	Buy	36,053 +25,601	+245%	+$267K	0.33%	74
2014 Q1	$116K	Buy	+10,452	New	+$110K	0.1%	139

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's RF Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Regions Financial (RF) in Q1 2025, closing a stake of 800 shares — an estimated $18.8K sold.

Mark Sheptoff Financial Planning first reported a position in RF in Q1 2014 and held it in 13 quarters. The position peaked at $383K in Q2 2014. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

Mark Sheptoff Financial Planning reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 800 Regions Financial shares in Q1 2025, an estimated $18.8K.
Mark Sheptoff Financial Planning first reported a position in Regions Financial in Q1 2014 and held it in 13 quarters.
Mark Sheptoff Financial Planning's Regions Financial position peaked at $383K in Q2 2014.
946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.