MWM
MGB Wealth Management’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Hold |
40,998
| – | – | 0.32% | 77 |
|
|
2025
Q1 | $891K | Hold |
40,998
| – | – | 0.32% | 83 |
|
|
2024
Q4 | $964K | Hold |
40,998
| – | – | 0.3% | 69 |
|
|
2024
Q3 | $956K | Hold |
40,998
| – | – | 0.35% | 73 |
|
|
2024
Q2 | $839K | Hold |
40,998
| – | – | 0.31% | 75 |
|
|
2024
Q1 | $863K | Hold |
40,998
| – | – | 0.35% | 71 |
|
|
2023
Q4 | $795K | Buy |
+40,998
| New | +$795K | 0.4% | 69 |
|