Prestige Wealth Management Group’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 | $150K | Hold |
6,304
| – | – | 0.03% | 183 |
|
|
2025
Q1 | $139K | Hold |
6,304
| – | – | 0.03% | 176 |
|
|
2024
Q4 | $150K | Hold |
6,304
| – | – | 0.03% | 168 |
|
|
2024
Q3 | $149K | Hold |
6,304
| – | – | 0.03% | 169 |
|
|
2024
Q2 | $128K | Hold |
6,304
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $134K | Hold |
6,304
| – | – | 0.03% | 180 |
|
|
2023
Q4 | $124K | Sell |
6,304
-441
| -7% | -$8.65K | 0.03% | 168 |
|
|
2023
Q3 | $118K | Hold |
6,745
| – | – | 0.03% | 171 |
|
|
2023
Q2 | $122K | Buy |
6,745
+405
| +6% | +$7.3K | 0.03% | 185 |
|
|
2023
Q1 | $119K | Buy |
6,340
+38
| +0.6% | +$713 | 0.03% | 174 |
|
|
2022
Q4 | $137K | Hold |
6,302
| – | – | 0.04% | 161 |
|
|
2022
Q3 | $128K | Hold |
6,302
| – | – | 0.04% | 156 |
|
|
2022
Q2 | $120K | Sell |
6,302
-5
| -0.1% | -$95 | 0.03% | 165 |
|
|
2022
Q1 | $141K | Hold |
6,307
| – | – | 0.03% | 168 |
|
|
2021
Q4 | $138K | Hold |
6,307
| – | – | 0.03% | 173 |
|
|
2021
Q3 | $135K | Hold |
6,307
| – | – | 0.03% | 167 |
|
|
2021
Q2 | $127K | Hold |
6,307
| – | – | 0.03% | 163 |
|
|
2021
Q1 | $130K | Hold |
6,307
| – | – | 0.04% | 160 |
|
|
2020
Q4 | $102K | Buy |
6,307
+34
| +0.5% | +$550 | 0.03% | 174 |
|
|
2020
Q3 | $72K | Hold |
6,273
| – | – | 0.02% | 202 |
|
|
2020
Q2 | $70K | Sell |
6,273
-55
| -0.9% | -$614 | 0.02% | 186 |
|
|
2020
Q1 | $57K | Buy |
6,328
+328
| +5% | +$2.95K | 0.02% | 169 |
|
|
2019
Q4 | $103K | Hold |
6,000
| – | – | 0.06% | 164 |
|
|
2019
Q3 | $95K | Hold |
6,000
| – | – | 0.06% | 154 |
|
|
2019
Q2 | $90K | Hold |
6,000
| – | – | 0.05% | 159 |
|
|
2019
Q1 | $85K | Sell |
6,000
-357
| -6% | -$5.06K | 0.05% | 155 |
|
|
2018
Q4 | $85K | Buy |
+6,357
| New | +$85K | 0.06% | 155 |
|