Morningstar Investment Management’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 | $287K | Buy |
12,190
+1,812
| +17% | +$42.7K | 0.03% | 169 |
|
|
2025
Q1 | $226K | Sell |
10,378
-1,358
| -12% | -$29.6K | 0.02% | 70 |
|
|
2024
Q4 | $276K | Sell |
11,736
-27,984
| -70% | -$658K | 0.02% | 169 |
|
|
2024
Q3 | $947K | Sell |
39,720
-27,835
| -41% | -$664K | 0.09% | 94 |
|
|
2024
Q2 | $1.35M | Sell |
67,555
-7,323
| -10% | -$147K | 0.14% | 68 |
|
|
2024
Q1 | $1.58M | Buy |
74,878
+22,783
| +44% | +$479K | 0.17% | 61 |
|
|
2023
Q4 | $1.01M | Buy |
+52,095
| New | +$1.01M | 0.12% | 83 |
|