Moneta Group Investment Advisors’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 | $509K | Buy |
+21,638
| New | +$509K | 0.01% | 434 |
|
|
2024
Q3 | – | Sell |
-17,738
| Closed | -$355K | – | 665 |
|
|
2024
Q2 | $355K | Buy |
+17,738
| New | +$355K | 0.01% | 449 |
|
|
2018
Q2 | – | Sell |
-2,723
| Closed | -$51K | – | 585 |
|
|
2018
Q1 | $51K | Sell |
2,723
-25
| -0.9% | -$468 | 0.01% | 318 |
|
|
2017
Q4 | $47K | Buy |
+2,748
| New | +$47K | 0.01% | 270 |
|