Prestige Wealth Management Group’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
Q2 | $150K | Hold |
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|
2025
Q1 | $139K | Hold |
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|
2024
Q4 | $150K | Hold |
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|
2024
Q3 | $149K | Hold |
|
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|
2024
Q2 | $128K | Hold |
|
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|
2024
Q1 | $134K | Hold |
|
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|
2023
Q4 | $124K | Sell |
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|
2023
Q3 | $118K | Hold |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $119K | Buy |
|
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $128K | Hold |
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|
2022
Q2 | $120K | Sell |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $138K | Hold |
|
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|
2021
Q3 | $135K | Hold |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $102K | Buy |
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|
2020
Q3 | $72K | Hold |
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|
2020
Q2 | $70K | Sell |
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|
2020
Q1 | $57K | Buy |
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|
2019
Q4 | $103K | Hold |
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|
2019
Q3 | $95K | Hold |
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|
2019
Q2 | $90K | Hold |
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|
2019
Q1 | $85K | Sell |
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|
2018
Q4 | $85K | Buy |
|