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Tradewinds Capital Management’s Regions Financial RF Stock Holding History

Tradewinds Capital Management’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
2024
Q4 		– Sell
-200
Closed -$4.67K – 707
2024
Q3 		$4.67K Hold
200
– – ﹤0.01% 411
2024
Q2 		$4.01K Hold
200
– – ﹤0.01% 397
2024
Q1 		$4.21K Buy
+200
New +$3.78K ﹤0.01% 372

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Tradewinds Capital Management's RF Position: Q4 2024 in Review

Tradewinds Capital Management sold out of Regions Financial (RF) in Q4 2024, closing a stake of 200 shares — an estimated $4.67K sold.

Tradewinds Capital Management first reported a position in RF in Q1 2024 and held it in 3 quarters. The position peaked at $4.67K in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Tradewinds Capital Management reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • Tradewinds Capital Management sold 200 Regions Financial shares in Q4 2024, an estimated $4.67K.
  • Tradewinds Capital Management first reported a position in Regions Financial in Q1 2024 and held it in 3 quarters.
  • Tradewinds Capital Management's Regions Financial position peaked at $4.67K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Tradewinds Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.