Rothschild Investment LLC’s Regions Financial RF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$110K	Buy	4,229 +340	+9%	+$9.49K	0.01%	851
2025 Q4	$105K	Sell	3,889 -4,822	-55%	-$123K	0.01%	792
2025 Q3	$230K	Sell	8,711 -15,893	-65%	-$413K	0.01%	558
2025 Q2	$579K	Sell	24,604 -568	-2%	-$12K	0.04%	307
2025 Q1	$547K	Buy	25,172 +1,694	+7%	+$39.5K	0.04%	321
2024 Q4	$552K	Buy	23,478 +2,537	+12%	+$62.7K	0.04%	322
2024 Q3	$489K	Buy	20,941 +96	+0.5%	+$2.1K	0.03%	351
2024 Q2	$418K	Sell	20,845 -515	-2%	-$9.99K	0.03%	365
2024 Q1	$449K	Sell	21,360 -325	-1%	-$6.14K	0.03%	343
2023 Q4	$420K	Buy	+21,685	New	+$360K	0.04%	305
2019 Q2	–	Sell	-11,630	Closed	-$165K	–	396
2019 Q1	$165K	Hold	11,630	–	–	0.02%	360
2018 Q4	$156K	Buy	+11,630	New	+$187K	0.02%	348