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
Q2 | $1.02M | Hold |
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|
2025
Q1 | $940K | Sell |
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|
2024
Q4 | $1.13M | Hold |
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|
2024
Q3 | $1.12M | Hold |
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|
2024
Q2 | $959K | Buy |
|
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|
2024
Q1 | $997K | Hold |
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|
2023
Q4 | $919K | Hold |
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|
2023
Q3 | $815K | Hold |
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|
2023
Q2 | $845K | Hold |
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|
2023
Q1 | $880K | Hold |
|
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $971K | Hold |
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|
2022
Q2 | $907K | Hold |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $907K | Hold |
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|
2020
Q3 | $649 | Sell |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $581K | Buy |
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|
2019
Q4 | $1.08M | Sell |
|
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|
2019
Q3 | $1.01M | Hold |
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|
2019
Q2 | $950K | Buy |
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|
2019
Q1 | $687K | Hold |
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|
2018
Q4 | $650K | Hold |
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|
2018
Q3 | $891K | Buy |
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|
2018
Q1 | $914K | Hold |
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|
2017
Q4 | $850K | Hold |
|
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|
2017
Q3 | $749K | Hold |
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|
2017
Q2 | $419K | Hold |
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|
2017
Q1 | $715K | Hold |
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|
2016
Q4 | $707K | Buy |
|