Pathstone Holdings’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
$5.7M Sell
241,994
-81,416
-25% -$1.92M 0.02% 501
2025
Q1
$7.03M Buy
323,410
+53,268
+20% +$1.16M 0.03% 445
2024
Q4
$6.35M Buy
270,142
+1,766
+0.7% +$41.5K 0.03% 463
2024
Q3
$6.26M Buy
268,376
+3,222
+1% +$75.2K 0.03% 481
2024
Q2
$5.32M Sell
265,154
-61,249
-19% -$1.23M 0.02% 505
2024
Q1
$6.87M Buy
326,403
+167,380
+105% +$3.52M 0.03% 420
2023
Q4
$3.09M Buy
+159,023
New +$3.09M 0.02% 575