Meridian 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
$560K Sell
23,800
-29
-0.1% -$682 0.02% 420
2025
Q1
$518K Buy
23,829
+1,405
+6% +$30.5K 0.03% 405
2024
Q4
$527K Buy
22,424
+234
+1% +$5.5K 0.02% 393
2024
Q3
$518K Sell
22,190
-604
-3% -$14.1K 0.03% 399
2024
Q2
$457K Buy
+22,794
New +$457K 0.05% 185
2024
Q1
Sell
-22,874
Closed -$443K 435
2023
Q4
$443K Buy
22,874
+39
+0.2% +$756 0.03% 412
2023
Q3
$393K Sell
22,835
-1,032
-4% -$17.8K 0.02% 411
2023
Q2
$425K Buy
23,867
+200
+0.8% +$3.56K 0.04% 355
2023
Q1
$439K Sell
23,667
-114
-0.5% -$2.12K 0.04% 341
2022
Q4
$513K Buy
23,781
+5,762
+32% +$124K 0.05% 301
2022
Q3
$362K Sell
18,019
-257,173
-93% -$5.17M 0.04% 329
2022
Q2
$5.16M Buy
275,192
+265,078
+2,621% +$4.97M 0.42% 53
2022
Q1
$225K Buy
+10,114
New +$225K 0.02% 355