Modera 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
2024
Q1
Sell
-11,030
Closed -$214K 579
2023
Q4
$214K Buy
+11,030
New +$214K ﹤0.01% 498
2022
Q1
Sell
-11,377
Closed -$248K 535
2021
Q4
$248K Buy
+11,377
New +$248K 0.01% 487