Mount Yale Investment Advisors’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
Q2 | $33.1K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $675K | Sell |
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|
2018
Q1 | $717K | Buy |
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