Optimum 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 | $18.5K | Hold |
700
| – | – | 0.01% | 449 |
|
|
2025
Q2 | $16.5K | Hold |
700
| – | – | 0.01% | 462 |
|
|
2025
Q1 | $15.2K | Hold |
700
| – | – | 0.01% | 473 |
|
|
2024
Q4 | $16.5K | Hold |
700
| – | – | 0.01% | 456 |
|
|
2024
Q3 | $16.3K | Hold |
700
| – | – | 0.01% | 477 |
|
|
2024
Q2 | $14K | Hold |
700
| – | – | 0.01% | 490 |
|
|
2024
Q1 | $14.7K | Hold |
700
| – | – | 0.01% | 484 |
|
|
2023
Q4 | $13.6K | Hold |
700
| – | – | 0.01% | 485 |
|
|
2023
Q3 | $12K | Hold |
700
| – | – | 0.01% | 526 |
|
|
2023
Q2 | $12.5K | Hold |
700
| – | – | 0.01% | 532 |
|
|
2023
Q1 | $13K | Hold |
700
| – | – | 0.01% | 533 |
|
|
2022
Q4 | $15.1K | Hold |
700
| – | – | 0.01% | 525 |
|
|
2022
Q3 | $14K | Hold |
700
| – | – | 0.01% | 548 |
|
|
2022
Q2 | $13K | Hold |
700
| – | – | 0.01% | 573 |
|
|
2022
Q1 | $16K | Hold |
700
| – | – | 0.01% | 591 |
|
|
2021
Q4 | $15K | Hold |
700
| – | – | 0.01% | 633 |
|
|
2021
Q3 | $15K | Hold |
700
| – | – | 0.01% | 632 |
|
|
2021
Q2 | $14K | Sell |
700
-306
| -30% | -$6.62K | ﹤0.01% | 713 |
|
|
2021
Q1 | $21K | Hold |
1,006
| – | – | 0.01% | 658 |
|
|
2020
Q4 | $16K | Hold |
1,006
| – | – | ﹤0.01% | 662 |
|
|
2020
Q3 | $12K | Hold |
1,006
| – | – | ﹤0.01% | 675 |
|
|
2020
Q2 | $11K | Hold |
1,006
| – | – | ﹤0.01% | 685 |
|
|
2020
Q1 | $9K | Sell |
1,006
-378
| -27% | -$5.29K | ﹤0.01% | 697 |
|
|
2019
Q4 | $24K | Hold |
1,384
| – | – | 0.01% | 643 |
|
|
2019
Q3 | $22K | Buy |
1,384
+1,078
| +352% | +$16.3K | 0.01% | 673 |
|
|
2019
Q2 | $5K | Hold |
306
| – | – | ﹤0.01% | 850 |
|
|
2019
Q1 | $4K | Hold |
306
| – | – | ﹤0.01% | 917 |
|
|
2018
Q4 | $4K | Hold |
306
| – | – | ﹤0.01% | 874 |
|
|
2018
Q3 | $6K | Hold |
306
| – | – | ﹤0.01% | 909 |
|
|
2018
Q2 | $5K | Hold |
306
| – | – | ﹤0.01% | 934 |
|
|
2018
Q1 | $6K | Buy |
+306
| New | +$5.8K | ﹤0.01% | 882 |
|
|
2015
Q1 | $24K | Hold |
2,500
| – | – | 0.01% | 652 |
|
|
2014
Q4 | $26K | Sell |
2,500
-4,000
| -62% | -$40K | 0.01% | 658 |
|
|
2014
Q3 | $65K | Hold |
6,500
| – | – | 0.02% | 420 |
|
|
2014
Q2 | $69K | Hold |
6,500
| – | – | 0.02% | 419 |
|
|
2014
Q1 | $72K | Hold |
6,500
| – | – | 0.03% | 344 |
|
|
2013
Q4 | $64K | Hold |
6,500
| – | – | 0.02% | 362 |
|
|
2013
Q3 | $60K | Buy |
+6,500
| New | +$63.7K | 0.02% | 348 |
|
Other funds holding RF
Optimum Investment Advisors's RF Position: Q3 2025 in Review
Optimum Investment Advisors held its Regions Financial (RF) position steady in Q3 2025 at 700 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #449.
Optimum Investment Advisors first reported a position in RF in Q3 2013 and has held it in 38 quarters since. The position peaked at $72K in Q1 2014. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.
- Optimum Investment Advisors held 700 shares of Regions Financial worth $18.5K as of Q3 2025.
- Optimum Investment Advisors left its Regions Financial share count unchanged in Q3 2025.
- Regions Financial made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #449 holding.
- Optimum Investment Advisors first reported a position in Regions Financial in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Regions Financial position peaked at $72K in Q1 2014.
- 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.