Steel Grove Capital Advisors’s Regions Financial RF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$234K	Buy	8,941 +11	+0.1%	+$307	0.02%	196
2025 Q4	$242K	Buy	+8,930	New	+$228K	0.03%	174
2022 Q1	–	Sell	-11,035	Closed	-$241K	–	161
2021 Q4	$241K	Hold	11,035	–	–	0.05%	131
2021 Q3	$235K	Hold	11,035	–	–	0.05%	128
2021 Q2	$223K	Hold	11,035	–	–	0.06%	126
2021 Q1	$228K	Buy	+11,035	New	+$216K	0.07%	118
2019 Q1	–	Sell	-198,176	Closed	-$2.68M	–	241
2018 Q4	$2.68M	Buy	198,176 +102,933	+108%	+$1.65M	0.38%	79
2018 Q3	$1.76M	Buy	95,243 +733	+0.8%	+$13.8K	0.25%	90
2018 Q2	$1.69M	Buy	94,510 +2,330	+3%	+$43.6K	0.27%	85
2018 Q1	$1.72M	Buy	92,180 +3,068	+3%	+$58.1K	0.27%	85
2017 Q4	$1.55M	Buy	89,112 +71,884	+417%	+$1.15M	0.23%	91
2017 Q3	$262K	Buy	17,228 +1,200	+7%	+$17.3K	0.05%	241
2017 Q2	$235K	Buy	+16,028	New	+$226K	0.04%	245
2015 Q4	–	Sell	-10,156	Closed	-$92K	–	210
2015 Q3	$92K	Buy	10,156 +29	+0.3%	+$287	0.02%	181
2015 Q2	$106K	Buy	+10,127	New	+$102K	0.02%	179