Transamerica Financial 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	$82.7K	Buy	3,161 +283	+10%	+$7.9K	0.01%	562
2025 Q4	$78.1K	Buy	2,878 +2,007	+230%	+$51.3K	0.01%	486
2025 Q3	$23.1K	Buy	871 +529	+155%	+$13.7K	﹤0.01%	575
2025 Q2	$8.04K	Buy	342 +92	+37%	+$1.95K	﹤0.01%	351
2025 Q1	$6K	Buy	250 +234	+1,463%	+$5.45K	﹤0.01%	359
2024 Q4	$1K	Sell	16 -38	-70%	-$939	﹤0.01%	527
2024 Q3	$2K	Sell	54 -4,596	-99%	-$100K	﹤0.01%	410
2024 Q2	$94K	Hold	4,650	–	–	0.01%	241
2024 Q1	$98K	Sell	4,650 -148	-3%	-$2.8K	0.01%	261
2023 Q4	$93K	Sell	4,798 -890	-16%	-$14.8K	0.01%	274
2023 Q3	$98K	Buy	5,688 +140	+3%	+$2.65K	0.01%	252
2023 Q2	$99K	Sell	5,548 -627	-10%	-$11.1K	0.01%	251
2023 Q1	$115K	Buy	6,175 +8	+0.1%	+$174	0.02%	257
2022 Q4	$133K	Buy	6,167 +843	+16%	+$18.3K	0.02%	249
2022 Q3	$107K	Buy	5,324 +451	+9%	+$9.52K	0.02%	244
2022 Q2	$92K	Buy	+4,873	New	+$101K	0.01%	249
2020 Q3	–	Sell	-469	Closed	-$6K	–	413
2020 Q2	$6K	Buy	+469	New	+$4.99K	﹤0.01%	285
2019 Q3	–	Sell	-17	Closed	-$1K	–	427
2019 Q2	$1K	Buy	+17	New	+$251	﹤0.01%	511