Summit Trail 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
Q2 | $216K | Buy |
+8,923
| New | +$216K | ﹤0.01% | 1032 |
|
|
2025
Q1 | – | Sell |
-11,648
| Closed | -$278K | – | 457 |
|
|
2024
Q4 | $278K | Buy |
+11,648
| New | +$278K | 0.01% | 308 |
|
|
2018
Q1 | – | Sell |
-7,677
| Closed | -$145K | – | 1378 |
|
|
2017
Q4 | $145K | Buy |
+7,677
| New | +$145K | 0.02% | 522 |
|