RDWM
Red Door Wealth Management’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
30,074
+1,716
| +6% | +$40.4K | 0.08% | 129 |
|
|
2025
Q1 | $616K | Sell |
28,358
-13,621
| -32% | -$296K | 0.09% | 116 |
|
|
2024
Q4 | $987K | Buy |
41,979
+3,136
| +8% | +$73.8K | 0.15% | 90 |
|
|
2024
Q3 | $906K | Buy |
38,843
+1,172
| +3% | +$27.3K | 0.15% | 89 |
|
|
2024
Q2 | $755K | Hold |
37,671
| – | – | 0.13% | 95 |
|
|
2024
Q1 | $793K | Sell |
37,671
-1,046
| -3% | -$22K | 0.15% | 90 |
|
|
2023
Q4 | $750K | Buy |
38,717
+446
| +1% | +$8.64K | 0.16% | 89 |
|
|
2023
Q3 | $658K | Sell |
38,271
-200
| -0.5% | -$3.44K | 0.16% | 85 |
|
|
2023
Q2 | $686K | Sell |
38,471
-815
| -2% | -$14.5K | 0.15% | 104 |
|
|
2023
Q1 | $729K | Sell |
39,286
-1,600
| -4% | -$29.7K | 0.23% | 78 |
|
|
2022
Q4 | $882K | Sell |
40,886
-1,750
| -4% | -$37.7K | 0.29% | 73 |
|
|
2022
Q3 | $855K | Buy |
42,636
+4,276
| +11% | +$85.7K | 0.32% | 67 |
|
|
2022
Q2 | $719K | Sell |
38,360
-11
| -0% | -$206 | 0.27% | 74 |
|
|
2022
Q1 | $854K | Sell |
38,371
-6,603
| -15% | -$147K | 0.29% | 66 |
|
|
2021
Q4 | $980K | Hold |
44,974
| – | – | 0.32% | 68 |
|
|
2021
Q3 | $958K | Buy |
44,974
+623
| +1% | +$13.3K | 0.37% | 64 |
|
|
2021
Q2 | $895K | Buy |
44,351
+6,501
| +17% | +$131K | 0.35% | 64 |
|
|
2021
Q1 | $785K | Sell |
37,850
-4,298
| -10% | -$89.1K | 0.4% | 64 |
|
|
2020
Q4 | $679K | Buy |
42,148
+302
| +0.7% | +$4.87K | 0.4% | 62 |
|
|
2020
Q3 | $481K | Buy |
41,846
+3
| +0% | +$34 | 0.35% | 69 |
|
|
2020
Q2 | $465K | Sell |
41,843
-1,362
| -3% | -$15.1K | 0.34% | 67 |
|
|
2020
Q1 | $387K | Buy |
43,205
+4,190
| +11% | +$37.5K | 0.37% | 64 |
|
|
2019
Q4 | $644K | Buy |
+39,015
| New | +$644K | 0.57% | 51 |
|