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 Q3	–	Sell	-1,407	Closed	-$33.1K	–	1400
2025 Q2	$33.1K	Buy	+1,407	New	+$29.8K	﹤0.01%	934
2024 Q3	–	Sell	-22,012	Closed	-$441K	–	596
2024 Q2	$441K	Sell	22,012 -11	-0%	-$213	0.04%	366
2024 Q1	$463K	Sell	22,023 -106	-0.5%	-$2K	0.04%	369
2023 Q4	$429K	Buy	22,129 +418	+2%	+$6.94K	0.04%	348
2023 Q3	$373K	Sell	21,711 -38	-0.2%	-$720	0.04%	357
2023 Q2	$388K	Buy	21,749 +481	+2%	+$8.49K	0.04%	342
2023 Q1	$395K	Buy	+21,268	New	+$463K	0.04%	333
2018 Q4	–	Sell	-28,034	Closed	-$491K	–	670
2018 Q3	$491K	Sell	28,034 -9,933	-26%	-$187K	0.09%	175
2018 Q2	$675K	Sell	37,967 -601	-2%	-$11.3K	0.13%	144
2018 Q1	$717K	Buy	+38,568	New	+$731K	0.15%	126