S.E.E.D. Planning Group’s Regions Financial RF Stock Holding History

S.E.E.D. Planning Group’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,000	Closed	-$213K	–	89
2023 Q4	$213K	Hold	11,000	–	–	0.09%	77
2023 Q3	$189K	Hold	11,000	–	–	0.07%	82
2023 Q2	$196K	Sell	11,000 -10,000	-48%	-$177K	0.07%	86
2023 Q1	$390K	Buy	21,000 +10,000	+91%	+$218K	0.15%	63
2022 Q4	$237K	Hold	11,000	–	–	0.1%	75
2022 Q3	$221K	Hold	11,000	–	–	0.1%	72
2022 Q2	$206K	Hold	11,000	–	–	0.09%	76
2022 Q1	$245K	Hold	11,000	–	–	0.1%	76
2021 Q4	$240K	Hold	11,000	–	–	0.1%	80
2021 Q3	$234K	Hold	11,000	–	–	0.11%	74
2021 Q2	$222K	Buy	+11,000	New	+$238K	0.11%	79

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

S.E.E.D. Planning Group's RF Position: Q1 2024 in Review

S.E.E.D. Planning Group sold out of Regions Financial (RF) in Q1 2024, closing a stake of 11,000 shares — an estimated $213K sold.

S.E.E.D. Planning Group first reported a position in RF in Q2 2021 and held it in 11 quarters. The position peaked at $390K in Q1 2023. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

S.E.E.D. Planning Group reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
S.E.E.D. Planning Group sold 11,000 Regions Financial shares in Q1 2024, an estimated $213K.
S.E.E.D. Planning Group first reported a position in Regions Financial in Q2 2021 and held it in 11 quarters.
S.E.E.D. Planning Group's Regions Financial position peaked at $390K in Q1 2023.
795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2024, filed 16 Apr 2024.