Transatlantique Private 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 | $542K | Hold |
23,037
| – | – | 0.2% | 139 |
|
|
2025
Q1 | $501K | Sell |
23,037
-504
| -2% | -$11K | 0.2% | 147 |
|
|
2024
Q4 | $554K | Sell |
23,541
-744
| -3% | -$17.5K | 0.21% | 135 |
|
|
2024
Q3 | $567K | Sell |
24,285
-23
| -0.1% | -$537 | 0.22% | 140 |
|
|
2024
Q2 | $487K | Sell |
24,308
-17
| -0.1% | -$341 | 0.2% | 139 |
|
|
2024
Q1 | $512K | Sell |
24,325
-2,041
| -8% | -$42.9K | 0.22% | 147 |
|
|
2023
Q4 | $511K | Sell |
26,366
-14
| -0.1% | -$271 | 0.24% | 141 |
|
|
2023
Q3 | $454K | Sell |
26,380
-31
| -0.1% | -$533 | 0.24% | 137 |
|
|
2023
Q2 | $471K | Sell |
26,411
-18
| -0.1% | -$321 | 0.25% | 136 |
|
|
2023
Q1 | $491K | Sell |
26,429
-9,166
| -26% | -$170K | 0.27% | 128 |
|
|
2022
Q4 | $767K | Sell |
35,595
-1,068
| -3% | -$23K | 0.46% | 71 |
|
|
2022
Q3 | $736K | Sell |
36,663
-7,882
| -18% | -$158K | 0.49% | 63 |
|
|
2022
Q2 | $835K | Buy |
+44,545
| New | +$835K | 0.58% | 57 |
|