Montgomery Investment Management’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 | $234K | Buy |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $725K | Hold |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $741K | Hold |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $811K | Hold |
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|
2022
Q2 | $757K | Hold |
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|
2022
Q1 | $899K | Sell |
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|
2021
Q4 | $894K | Sell |
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|
2021
Q3 | $968K | Hold |
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|
2021
Q2 | $917K | Hold |
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|
2021
Q1 | $939K | Hold |
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|
2020
Q4 | $732K | Hold |
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|
2020
Q3 | $524K | Sell |
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|
2020
Q2 | $743K | Sell |
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|
2020
Q1 | $723K | Hold |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.29M | Hold |
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|
2019
Q2 | $1.22M | Hold |
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|
2019
Q1 | $1.15M | Hold |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.57M | Hold |
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|
2018
Q2 | $1.52M | Hold |
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|
2018
Q1 | $1.59M | Hold |
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|
2017
Q4 | $1.48M | Hold |
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|
2017
Q3 | $1.3M | Hold |
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|
2017
Q2 | $1.25M | Hold |
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|
2017
Q1 | $1.24M | Hold |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $727K | Sell |
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|
2016
Q2 | $757K | Sell |
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|
2016
Q1 | $731K | Hold |
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|
2015
Q4 | $894K | Sell |
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|
2015
Q3 | $868K | Hold |
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|
2015
Q2 | $998K | Buy |
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|
2015
Q1 | $874K | Hold |
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|
2014
Q4 | $977K | Buy |
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|
2014
Q3 | $304K | Buy |
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|
2014
Q2 | $292K | Sell |
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|
2014
Q1 | $306K | Hold |
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|
2013
Q4 | $272K | Sell |
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|
2013
Q3 | $369K | Hold |
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|
2013
Q2 | $380K | Buy |
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