PWA
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Principia Wealth Advisory’s Regions Financial RF Stock Holding History

Principia Wealth Advisory’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$423 Buy
18
+3
+20% +$71 ﹤0.01% 769
2025
Q1 		$300 Sell
15
-10
-40% -$200 ﹤0.01% 697
2024
Q4 		$588 Buy
+25
New +$588 ﹤0.01% 499