Sugarloaf Wealth Management’s Regions Financial RF Stock Holding History

Sugarloaf Wealth Management’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$23.5K	Hold	1,000	–	–	﹤0.01%	381
2024 Q3	$23.3K	Hold	1,000	–	–	﹤0.01%	393
2024 Q2	$20K	Hold	1,000	–	–	﹤0.01%	399
2024 Q1	$21K	Hold	1,000	–	–	﹤0.01%	397
2023 Q4	$19.4K	Hold	1,000	–	–	﹤0.01%	399
2023 Q3	$17.2K	Hold	1,000	–	–	﹤0.01%	396
2023 Q2	$17.8K	Hold	1,000	–	–	﹤0.01%	402
2023 Q1	$18.6K	Hold	1,000	–	–	﹤0.01%	401
2022 Q4	$21.6K	Sell	1,000 -6,552	-87%	-$142K	0.01%	398
2022 Q3	$152K	Buy	7,552 +6,552	+655%	+$138K	0.04%	150
2022 Q2	$19K	Hold	1,000	–	–	﹤0.01%	425
2022 Q1	$22K	Hold	1,000	–	–	0.01%	394
2021 Q4	$22K	Hold	1,000	–	–	0.01%	412
2021 Q3	$21K	Hold	1,000	–	–	0.01%	418
2021 Q2	$20K	Hold	1,000	–	–	0.01%	416
2021 Q1	$21	Sell	1,000 -271	-21%	-$5.3K	0.01%	394
2020 Q4	$20K	Buy	1,271 +271	+27%	+$3.92K	0.01%	384
2020 Q3	$12K	Hold	1,000	–	–	﹤0.01%	435
2020 Q2	$11K	Hold	1,000	–	–	﹤0.01%	438
2020 Q1	$9K	Hold	1,000	–	–	﹤0.01%	448
2019 Q4	$17K	Buy	+1,000	New	+$16.5K	0.01%	394

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Sugarloaf Wealth Management's RF Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Regions Financial (RF) position steady in Q4 2024 at 1,000 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Sugarloaf Wealth Management first reported a position in RF in Q4 2019 and has held it in 21 quarters since. The position peaked at $152K in Q3 2022. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

Sugarloaf Wealth Management held 1,000 shares of Regions Financial worth $23.5K as of Q4 2024.
Sugarloaf Wealth Management left its Regions Financial share count unchanged in Q4 2024.
Regions Financial made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #381 holding.
Sugarloaf Wealth Management first reported a position in Regions Financial in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Regions Financial position peaked at $152K in Q3 2022.
953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.