Optimum Investment Advisors’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	$16.5K	Hold	700	–	–	0.01%	462
2025 Q1	$15.2K	Hold	700	–	–	0.01%	472
2024 Q4	$16.5K	Hold	700	–	–	0.01%	455
2024 Q3	$16.3K	Hold	700	–	–	0.01%	477
2024 Q2	$14K	Hold	700	–	–	0.01%	489
2024 Q1	$14.7K	Hold	700	–	–	0.01%	483
2023 Q4	$13.6K	Hold	700	–	–	0.01%	485
2023 Q3	$12K	Hold	700	–	–	0.01%	525
2023 Q2	$12.5K	Hold	700	–	–	0.01%	531
2023 Q1	$13K	Hold	700	–	–	0.01%	532
2022 Q4	$15.1K	Hold	700	–	–	0.01%	524
2022 Q3	$14K	Hold	700	–	–	0.01%	547
2022 Q2	$13K	Hold	700	–	–	0.01%	572
2022 Q1	$16K	Hold	700	–	–	0.01%	590
2021 Q4	$15K	Hold	700	–	–	0.01%	633
2021 Q3	$15K	Hold	700	–	–	0.01%	631
2021 Q2	$14K	Sell	700 -306	-30%	-$6.12K	﹤0.01%	712
2021 Q1	$21K	Hold	1,006	–	–	0.01%	657
2020 Q4	$16K	Hold	1,006	–	–	﹤0.01%	661
2020 Q3	$12K	Hold	1,006	–	–	﹤0.01%	674
2020 Q2	$11K	Hold	1,006	–	–	﹤0.01%	685
2020 Q1	$9K	Sell	1,006 -378	-27%	-$3.38K	﹤0.01%	696
2019 Q4	$24K	Hold	1,384	–	–	0.01%	643
2019 Q3	$22K	Buy	1,384 +1,078	+352%	+$17.1K	0.01%	673
2019 Q2	$5K	Hold	306	–	–	﹤0.01%	850
2019 Q1	$4K	Hold	306	–	–	﹤0.01%	915
2018 Q4	$4K	Hold	306	–	–	﹤0.01%	871
2018 Q3	$6K	Hold	306	–	–	﹤0.01%	907
2018 Q2	$5K	Hold	306	–	–	﹤0.01%	931
2018 Q1	$6K	Buy	+306	New	+$6K	﹤0.01%	881
2015 Q1	$24K	Hold	2,500	–	–	0.01%	652
2014 Q4	$26K	Sell	2,500 -4,000	-62%	-$41.6K	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	+$60K	0.02%	348