Toth Financial Advisory’s Regions Financial RF Stock Holding History

Toth Financial Advisory’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
2023 Q4	–	Sell	-135	Closed	-$2.32K	–	784
2023 Q3	$2.32K	Buy	+135	New	+$2.56K	﹤0.01%	615
2021 Q3	–	Sell	-20,750	Closed	-$419K	–	783
2021 Q2	$419K	Hold	20,750	–	–	0.06%	157
2021 Q1	$429K	Buy	+20,750	New	+$406K	0.07%	172
2020 Q1	–	Sell	-493	Closed	-$8K	–	505
2019 Q4	$8K	Hold	493	–	–	﹤0.01%	328
2019 Q3	$8K	Hold	493	–	–	﹤0.01%	329
2019 Q2	$7K	Hold	493	–	–	﹤0.01%	343
2019 Q1	$7K	Hold	493	–	–	﹤0.01%	322
2018 Q4	$7K	Hold	493	–	–	﹤0.01%	306
2018 Q3	$9K	Hold	493	–	–	﹤0.01%	323
2018 Q2	$9K	Hold	493	–	–	﹤0.01%	319
2018 Q1	$9K	Hold	493	–	–	﹤0.01%	324
2017 Q4	$9K	Buy	+493	New	+$7.88K	﹤0.01%	326

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Toth Financial Advisory's RF Position: Q4 2023 in Review

Toth Financial Advisory sold out of Regions Financial (RF) in Q4 2023, closing a stake of 135 shares — an estimated $2.32K sold.

Toth Financial Advisory first reported a position in RF in Q4 2017 and held it in 12 quarters. The position peaked at $429K in Q1 2021. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Toth Financial Advisory reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 135 Regions Financial shares in Q4 2023, an estimated $2.32K.
Toth Financial Advisory first reported a position in Regions Financial in Q4 2017 and held it in 12 quarters.
Toth Financial Advisory's Regions Financial position peaked at $429K in Q1 2021.
812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.