Summit Financial Wealth 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	$253K	Hold	9,688	–	–	0.04%	167
2025 Q4	$263K	Hold	9,688	–	–	0.04%	161
2025 Q3	$254K	Buy	9,688 +602	+7%	+$15.6K	0.04%	158
2025 Q2	$214K	Buy	+9,086	New	+$192K	0.04%	160
2025 Q1	–	Sell	-8,718	Closed	-$210K	–	157
2024 Q4	$210K	Hold	8,718	–	–	0.04%	145
2024 Q3	$203K	Buy	+8,718	New	+$191K	0.04%	146
2016 Q1	–	Sell	-11,560	Closed	-$111K	–	140
2015 Q4	$111K	Buy	11,560 +5,944	+106%	+$57K	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	+$56.1K	0.04%	113