Summit Financial Wealth Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,718
| Closed | -$210K | – | 157 |
|
|
2024
Q4 | $210K | Hold |
8,718
| – | – | 0.04% | 145 |
|
|
2024
Q3 | $203K | Buy |
+8,718
| New | +$203K | 0.04% | 146 |
|
|
2016
Q1 | – | Sell |
-11,560
| Closed | -$111K | – | 140 |
|
|
2015
Q4 | $111K | Buy |
11,560
+5,944
| +106% | +$57.1K | 0.05% | 117 |
|
|
2015
Q3 | $50K | Hold |
5,616
| – | – | 0.03% | 124 |
|
|
2015
Q2 | $58K | Hold |
5,616
| – | – | 0.04% | 127 |
|
|
2015
Q1 | $58K | Hold |
5,616
| – | – | 0.04% | 114 |
|
|
2014
Q4 | $59K | Buy |
+5,616
| New | +$59K | 0.04% | 113 |
|