Smith Shellnut Wilson’s Regions Financial RF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.14M	Hold	43,248	–	–	0.44%	45
2025 Q2	$1.02M	Hold	43,248	–	–	0.44%	49
2025 Q1	$940K	Sell	43,248 -4,585	-10%	-$107K	0.43%	51
2024 Q4	$1.13M	Hold	47,833	–	–	0.5%	46
2024 Q3	$1.12M	Hold	47,833	–	–	0.5%	41
2024 Q2	$959K	Buy	47,833 +431	+0.9%	+$8.36K	0.47%	41
2024 Q1	$997K	Hold	47,402	–	–	0.53%	38
2023 Q4	$919K	Hold	47,402	–	–	0.53%	34
2023 Q3	$815K	Hold	47,402	–	–	0.5%	34
2023 Q2	$845K	Hold	47,402	–	–	0.48%	36
2023 Q1	$880K	Hold	47,402	–	–	0.53%	35
2022 Q4	$1.02M	Sell	47,402 -990	-2%	-$21.5K	0.63%	31
2022 Q3	$971K	Hold	48,392	–	–	0.65%	33
2022 Q2	$907K	Hold	48,392	–	–	0.56%	35
2022 Q1	$1.08M	Sell	48,392 -1,550	-3%	-$36.5K	0.56%	34
2021 Q4	$1.09M	Sell	49,942 -334	-0.7%	-$7.64K	0.54%	43
2021 Q3	$1.07M	Hold	50,276	–	–	0.62%	36
2021 Q2	$1.01M	Sell	50,276 -6,982	-12%	-$151K	0.59%	41
2021 Q1	$1.18M	Buy	57,258 +990	+2%	+$19.4K	0.72%	33
2020 Q4	$907K	Hold	56,268	–	–	0.54%	38
2020 Q3	$649	Sell	56,268 -450	-0.8%	-$5.02K	0.24%	53
2020 Q2	$631K	Sell	56,718 -8,000	-12%	-$85.2K	0.45%	42
2020 Q1	$581K	Buy	64,718 +1,550	+2%	+$21.7K	0.49%	41
2019 Q4	$1.08M	Sell	63,168 -450	-0.7%	-$7.41K	0.72%	32
2019 Q3	$1.01M	Hold	63,618	–	–	0.75%	30
2019 Q2	$950K	Buy	63,618 +15,051	+31%	+$222K	0.71%	31
2019 Q1	$687K	Hold	48,567	–	–	0.54%	39
2018 Q4	$650K	Hold	48,567	–	–	0.7%	34
2018 Q3	$891K	Buy	+48,567	New	+$914K	0.8%	24
2018 Q1	$914K	Hold	49,202	–	–	0.79%	27
2017 Q4	$850K	Hold	49,202	–	–	0.72%	25
2017 Q3	$749K	Hold	49,202	–	–	0.66%	26
2017 Q2	$419K	Hold	49,202	–	–	0.43%	46
2017 Q1	$715K	Hold	49,202	–	–	0.66%	29
2016 Q4	$707K	Buy	+49,202	New	+$608K	0.68%	30