Private 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
$30.5K Sell
1,298
-101
-7% -$2.38K 0.01% 231
2025
Q1
$30.4K Sell
1,399
-10
-0.7% -$217 0.01% 225
2024
Q4
$33.1K Hold
1,409
0.01% 215
2024
Q3
$32.9K Buy
1,409
+3
+0.2% +$70 0.01% 209
2024
Q2
$28.2K Sell
1,406
-191
-12% -$3.83K 0.01% 223
2024
Q1
$33.6K Sell
1,597
-900
-36% -$18.9K 0.02% 199
2023
Q4
$48.4K Buy
+2,497
New +$48.4K 0.02% 159