Quadrant Private Wealth Management’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
$570K Sell
23,971
-125
-0.5% -$2.97K 0.12% 139
2025
Q1
$530K Sell
24,096
-539
-2% -$11.8K 0.13% 132
2024
Q4
$585K Sell
24,635
-100
-0.4% -$2.38K 0.14% 127
2024
Q3
$583K Sell
24,735
-17
-0.1% -$401 0.14% 132
2024
Q2
$502K Buy
24,752
+73
+0.3% +$1.48K 0.12% 147
2024
Q1
$525K Hold
24,679
0.13% 134
2023
Q4
$484K Sell
24,679
-1,375
-5% -$27K 0.13% 131
2023
Q3
$454K Sell
26,054
-400
-2% -$6.98K 0.15% 119
2023
Q2
$477K Hold
26,454
0.14% 133
2023
Q1
$496K Sell
26,454
-1,340
-5% -$25.1K 0.15% 127
2022
Q4
$605K Buy
+27,794
New +$605K 0.2% 110
2022
Q2
$583K Sell
30,825
-1,164
-4% -$22K 0.24% 92
2022
Q1
$718K Sell
31,989
-1,480
-4% -$33.2K 0.27% 84
2021
Q4
$730K Sell
33,469
-500
-1% -$10.9K 0.27% 88
2021
Q3
$724K Hold
33,969
0.3% 82
2021
Q2
$685K Sell
33,969
-4,400
-11% -$88.7K 0.28% 85
2021
Q1
$793K Hold
38,369
0.34% 74
2020
Q4
$619K Buy
38,369
+1,117
+3% +$18K 0.28% 82
2020
Q3
$430K Sell
37,252
-7,151
-16% -$82.5K 0.22% 97
2020
Q2
$494K Buy
44,403
+10,227
+30% +$114K 0.29% 82
2020
Q1
$307K Buy
+34,176
New +$307K 0.26% 91