Shepherd Financial Partners’s Regions Financial RF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,621	Closed	-$372K	–	214
2023 Q3	$372K	Buy	21,621 +158	+0.7%	+$2.72K	0.06%	152
2023 Q2	$382K	Buy	+21,463	New	+$382K	0.06%	145