SMA
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Sage Mountain Advisors’s Regions Financial RF Stock Holding History

Sage Mountain Advisors’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,908
Closed -$233K – 515
2024
Q4 		$233K Sell
9,908
-2,628
-21% -$61.8K 0.02% 346
2024
Q3 		$292K Buy
+12,536
New +$292K 0.02% 289