Steward Partners Investment Advisory’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 | $3.14M | Buy |
120,150
+22,158
| +23% | +$619K | 0.02% | 688 |
|
|
2025
Q4 | $2.66M | Buy |
97,992
+21,472
| +28% | +$548K | 0.01% | 671 |
|
|
2025
Q3 | $2.02M | Buy |
76,520
+9,121
| +14% | +$237K | 0.01% | 773 |
|
|
2025
Q2 | $1.59M | Buy |
67,399
+7,159
| +12% | +$152K | 0.01% | 796 |
|
|
2025
Q1 | $1.31M | Buy |
60,240
+7,226
| +14% | +$168K | 0.01% | 806 |
|
|
2024
Q4 | $1.25M | Buy |
53,014
+16,271
| +44% | +$402K | 0.01% | 800 |
|
|
2024
Q3 | $857K | Buy |
36,743
+20,703
| +129% | +$452K | 0.01% | 913 |
|
|
2024
Q2 | $321K | Sell |
16,040
-242
| -1% | -$4.69K | ﹤0.01% | 1247 |
|
|
2024
Q1 | $343K | Buy |
16,282
+6,166
| +61% | +$117K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $196K | Buy |
10,116
+80
| +0.8% | +$1.33K | ﹤0.01% | 1388 |
|
|
2023
Q3 | $173K | Buy |
10,036
+255
| +3% | +$4.83K | ﹤0.01% | 1356 |
|
|
2023
Q2 | $174K | Sell |
9,781
-1,047
| -10% | -$18.5K | ﹤0.01% | 1351 |
|
|
2023
Q1 | $201K | Sell |
10,828
-28,384
| -72% | -$618K | ﹤0.01% | 1283 |
|
|
2022
Q4 | $845K | Buy |
39,212
+2,358
| +6% | +$51.1K | 0.01% | 728 |
|
|
2022
Q3 | $740K | Buy |
36,854
+6,829
| +23% | +$144K | 0.01% | 728 |
|
|
2022
Q2 | $563K | Buy |
30,025
+5,062
| +20% | +$104K | 0.01% | 809 |
|
|
2022
Q1 | $556K | Buy |
24,963
+5,910
| +31% | +$139K | 0.01% | 889 |
|
|
2021
Q4 | $415K | Buy |
19,053
+1,298
| +7% | +$29.7K | 0.01% | 1007 |
|
|
2021
Q3 | $378K | Buy |
17,755
+433
| +2% | +$8.62K | 0.01% | 1015 |
|
|
2021
Q2 | $350K | Sell |
17,322
-2,381
| -12% | -$51.5K | 0.01% | 1104 |
|
|
2021
Q1 | $407K | Buy |
19,703
+3,523
| +22% | +$68.9K | 0.01% | 963 |
|
|
2020
Q4 | $261K | Sell |
16,180
-7,709
| -32% | -$111K | 0.01% | 964 |
|
|
2020
Q3 | $275K | Buy |
23,889
+16,767
| +235% | +$187K | 0.01% | 840 |
|
|
2020
Q2 | $79K | Buy |
7,122
+139
| +2% | +$1.48K | ﹤0.01% | 1241 |
|
|
2020
Q1 | $62K | Buy |
6,983
+622
| +10% | +$8.71K | ﹤0.01% | 1189 |
|
|
2019
Q4 | $109K | Sell |
6,361
-100
| -2% | -$1.65K | ﹤0.01% | 1103 |
|
|
2019
Q3 | $102K | Buy |
6,461
+1,353
| +26% | +$20.5K | ﹤0.01% | 1081 |
|
|
2019
Q2 | $76K | Buy |
+5,108
| New | +$75.4K | ﹤0.01% | 1173 |
|
|
2018
Q4 | – | Sell |
-5,032
| Closed | -$92K | – | 1842 |
|
|
2018
Q3 | $92K | Buy |
5,032
+4,020
| +397% | +$75.7K | ﹤0.01% | 959 |
|
|
2018
Q2 | $18K | Sell |
1,012
-8,023
| -89% | -$150K | ﹤0.01% | 1510 |
|
|
2018
Q1 | $167K | Buy |
9,035
+124
| +1% | +$2.35K | 0.01% | 650 |
|
|
2017
Q4 | $153K | Sell |
8,911
-959
| -10% | -$15.3K | 0.01% | 568 |
|
|
2017
Q3 | $150K | Sell |
9,870
-12,224
| -55% | -$176K | 0.02% | 484 |
|
|
2017
Q2 | $323K | Buy |
22,094
+7,829
| +55% | +$110K | 0.04% | 338 |
|
|
2017
Q1 | $207K | Buy |
14,265
+6,437
| +82% | +$95K | 0.03% | 317 |
|
|
2016
Q4 | $112K | Buy |
+7,828
| New | +$96.7K | 0.05% | 242 |
|
Other funds holding RF
VCM
VPM
