SVB Wealth’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 | $3.41M | Buy |
144,776
+11,489
| +9% | +$270K | 0.18% | 114 |
|
|
2025
Q1 | $2.9M | Buy |
133,287
+95,831
| +256% | +$2.08M | 0.12% | 97 |
|
|
2024
Q4 | $881K | Buy |
+37,456
| New | +$881K | 0.02% | 346 |
|
|
2024
Q3 | – | Sell |
-12,536
| Closed | -$251K | – | 471 |
|
|
2024
Q2 | $251K | Sell |
12,536
-753
| -6% | -$15.1K | 0.01% | 610 |
|
|
2024
Q1 | $280K | Buy |
13,289
+4
| +0% | +$84 | 0.01% | 656 |
|
|
2023
Q4 | $257K | Buy |
+13,285
| New | +$257K | 0.01% | 682 |
|
|
2023
Q2 | – | Sell |
-12,026
| Closed | -$223K | – | 993 |
|
|
2023
Q1 | $223K | Sell |
12,026
-3,648
| -23% | -$67.7K | ﹤0.01% | 840 |
|
|
2022
Q4 | $338K | Sell |
15,674
-1,286
| -8% | -$27.7K | ﹤0.01% | 692 |
|
|
2022
Q3 | $340K | Buy |
+16,960
| New | +$340K | 0.01% | 649 |
|
|
2022
Q2 | – | Sell |
-11,144
| Closed | -$248K | – | 828 |
|
|
2022
Q1 | $248K | Buy |
+11,144
| New | +$248K | ﹤0.01% | 632 |
|
|
2021
Q4 | – | Sell |
-9,578
| Closed | -$204K | – | 924 |
|
|
2021
Q3 | $204K | Buy |
+9,578
| New | +$204K | ﹤0.01% | 903 |
|