Perigon Wealth Management’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
$2.75M Buy
2025
Q2
$2.39M Buy
2025
Q1
$2.06M Buy
2024
Q4
$2.29M Buy
2024
Q3
$430K Buy
2024
Q2
$353K Sell
2024
Q1
$433K Buy
2023
Q4
$388K Buy
2023
Q3
$332K Sell
2023
Q2
$351K Buy
2023
Q1
$322K Sell
2022
Q4
$408K Buy
2022
Q3
$221K Buy
2022
Q2
$193K Buy
2021
Q1
Sell
2020
Q4
$68K Buy