Orion Portfolio Solutions’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 Q1	–	Sell	-22,419	Closed	-$527K	–	1963
2024 Q4	$527K	Buy	22,419 +13,423	+149%	+$332K	0.01%	1330
2024 Q3	$210K	Buy	+8,996	New	+$197K	﹤0.01%	1692
2023 Q1	–	Sell	-10,623	Closed	-$229K	–	1602
2022 Q4	$229K	Buy	+10,623	New	+$230K	0.01%	734
2022 Q1	–	Sell	-10,876	Closed	-$237K	–	746
2021 Q4	$237K	Sell	10,876 -30	-0.3%	-$686	0.01%	640
2021 Q3	$232K	Buy	+10,906	New	+$217K	0.01%	588
2020 Q3	–	Sell	-7,778	Closed	-$86K	–	1683
2020 Q2	$86K	Buy	7,778 +2,545	+49%	+$27.1K	﹤0.01%	576
2020 Q1	$47K	Sell	5,233 -15,197	-74%	-$213K	﹤0.01%	604
2019 Q4	$351K	Buy	+20,430	New	+$336K	0.03%	249