Perigon Wealth Management’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 | $2.39M | Buy |
101,815
+6,825
| +7% | +$161K | 0.06% | 299 |
|
|
2025
Q1 | $2.06M | Buy |
94,990
+1,525
| +2% | +$33.1K | 0.05% | 299 |
|
|
2024
Q4 | $2.29M | Buy |
93,465
+75,038
| +407% | +$1.84M | 0.06% | 287 |
|
|
2024
Q3 | $430K | Buy |
18,427
+798
| +5% | +$18.6K | 0.01% | 659 |
|
|
2024
Q2 | $353K | Sell |
17,629
-2,965
| -14% | -$59.4K | 0.01% | 631 |
|
|
2024
Q1 | $433K | Buy |
20,594
+565
| +3% | +$11.9K | 0.01% | 572 |
|
|
2023
Q4 | $388K | Buy |
20,029
+709
| +4% | +$13.7K | 0.01% | 572 |
|
|
2023
Q3 | $332K | Sell |
19,320
-392
| -2% | -$6.74K | 0.01% | 552 |
|
|
2023
Q2 | $351K | Buy |
19,712
+2,359
| +14% | +$42K | 0.01% | 557 |
|
|
2023
Q1 | $322K | Sell |
17,353
-1,584
| -8% | -$29.4K | 0.02% | 519 |
|
|
2022
Q4 | $408K | Buy |
18,937
+7,920
| +72% | +$171K | 0.03% | 434 |
|
|
2022
Q3 | $221K | Buy |
11,017
+724
| +7% | +$14.5K | 0.02% | 513 |
|
|
2022
Q2 | $193K | Buy |
+10,293
| New | +$193K | 0.02% | 540 |
|
|
2021
Q1 | – | Sell |
-4,213
| Closed | -$68K | – | 901 |
|
|
2020
Q4 | $68K | Buy |
+4,213
| New | +$68K | 0.01% | 644 |
|