Montag & Associates’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $812K | Hold |
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|
2025
Q2 | $725K | Hold |
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|
2025
Q1 | $670K | Hold |
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|
2024
Q4 | $725K | Hold |
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|
2024
Q3 | $719K | Sell |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $649K | Hold |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $481K | Hold |
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|
2023
Q2 | $497K | Hold |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $600K | Hold |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $521K | Hold |
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|
2022
Q1 | $613K | Hold |
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|
2021
Q4 | $601K | Sell |
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|
2021
Q3 | $661K | Hold |
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|
2021
Q2 | $626K | Hold |
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|
2021
Q1 | $641K | Hold |
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|
2020
Q4 | $500K | Hold |
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|
2020
Q3 | $357K | Hold |
|
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $278K | Hold |
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|
2019
Q4 | $532K | Hold |
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|
2019
Q3 | $490K | Hold |
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|
2019
Q2 | $463K | Buy |
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|
2019
Q1 | $432K | Hold |
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|
2018
Q4 | $408K | Sell |
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|
2018
Q3 | $597K | Hold |
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|
2018
Q2 | $578K | Hold |
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|
2018
Q1 | $604K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $464K | Sell |
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|
2015
Q3 | $661K | Sell |
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|
2015
Q2 | $2.03M | Buy |
|