Planned Solutions’s Regions Financial RF Stock Holding History

Planned Solutions’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$237K	Sell
2025 Q1	$237K	Hold
2024 Q4	$257K	Buy
2024 Q3	$235K	Buy
2024 Q1	–	Sell
2023 Q4	$172K	Buy
2021 Q1	–	Sell
2020 Q4	$83K	Buy
2020 Q3	$56K	Buy