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 |
|