Robertson Stephens 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	–	Sell	-10,673	Closed	-$235K	–	576
2025 Q1	$235K	Sell	10,673 -519	-5%	-$11.4K	0.01%	496
2024 Q4	$266K	Sell	11,192 -602	-5%	-$14.3K	0.01%	489
2024 Q3	$278K	Buy	+11,794	New	+$278K	0.01%	535