MPWT
MassMutual Private Wealth & Trust’s Regions Financial RF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $114K | Buy |
4,826
+32
| +0.7% | +$753 | ﹤0.01% | 554 |
|
2025
Q1 | $104K | Buy |
4,794
+457
| +11% | +$9.93K | ﹤0.01% | 545 |
|
2024
Q4 | $102K | Buy |
4,337
+386
| +10% | +$9.08K | ﹤0.01% | 572 |
|
2024
Q3 | $92.2K | Buy |
3,951
+120
| +3% | +$2.8K | ﹤0.01% | 545 |
|
2024
Q2 | $76.8K | Buy |
3,831
+327
| +9% | +$6.55K | ﹤0.01% | 566 |
|
2024
Q1 | $73.7K | Buy |
3,504
+74
| +2% | +$1.56K | ﹤0.01% | 533 |
|
2023
Q4 | $66.5K | Buy |
3,430
+10
| +0.3% | +$194 | ﹤0.01% | 540 |
|
2023
Q3 | $58.8K | Sell |
3,420
-38
| -1% | -$654 | ﹤0.01% | 547 |
|
2023
Q2 | $61.6K | Buy |
3,458
+165
| +5% | +$2.94K | ﹤0.01% | 505 |
|
2023
Q1 | $61.1K | Sell |
3,293
-314
| -9% | -$5.83K | ﹤0.01% | 489 |
|
2022
Q4 | $78K | Sell |
3,607
-66
| -2% | -$1.43K | ﹤0.01% | 436 |
|
2022
Q3 | $74K | Buy |
3,673
+285
| +8% | +$5.74K | ﹤0.01% | 425 |
|
2022
Q2 | $64K | Buy |
3,388
+732
| +28% | +$13.8K | ﹤0.01% | 434 |
|
2022
Q1 | $59K | Buy |
2,656
+31
| +1% | +$689 | ﹤0.01% | 446 |
|
2021
Q4 | $57K | Sell |
2,625
-942
| -26% | -$20.5K | ﹤0.01% | 474 |
|
2021
Q3 | $76K | Buy |
3,567
+720
| +25% | +$15.3K | ﹤0.01% | 430 |
|
2021
Q2 | $57K | Buy |
2,847
+127
| +5% | +$2.54K | ﹤0.01% | 458 |
|
2021
Q1 | $56K | Buy |
2,720
+525
| +24% | +$10.8K | ﹤0.01% | 427 |
|
2020
Q4 | $35K | Buy |
2,195
+167
| +8% | +$2.66K | ﹤0.01% | 472 |
|
2020
Q3 | $23K | Buy |
2,028
+32
| +2% | +$363 | ﹤0.01% | 489 |
|
2020
Q2 | $22K | Hold |
1,996
| – | – | ﹤0.01% | 462 |
|
2020
Q1 | $18K | Hold |
1,996
| – | – | ﹤0.01% | 461 |
|
2019
Q4 | $34K | Buy |
1,996
+1,852
| +1,286% | +$31.5K | ﹤0.01% | 473 |
|
2019
Q3 | $2K | Buy |
+144
| New | +$2K | ﹤0.01% | 773 |
|
2018
Q3 | – | Sell |
-82
| Closed | -$1.46K | – | 1091 |
|
2018
Q2 | $1.46K | Buy |
+82
| New | +$1.46K | ﹤0.01% | 933 |
|
2018
Q1 | – | Sell |
-313
| Closed | -$5.41K | – | 1069 |
|
2017
Q4 | $5.41K | Hold |
313
| – | – | ﹤0.01% | 654 |
|
2017
Q3 | $4.77K | Buy |
+313
| New | +$4.77K | ﹤0.01% | 847 |
|
2016
Q2 | – | Hold |
0
| – | – | – | 980 |
|
2016
Q1 | – | Sell |
-500
| Closed | -$4.8K | – | 932 |
|
2015
Q4 | $4.8K | Buy |
+500
| New | +$4.8K | ﹤0.01% | 572 |
|