TWD
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True Wealth Design’s Regions Financial RF Stock Holding History

True Wealth Design’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4K Buy
170
+40
+31% +$941 ﹤0.01% 897
2025
Q1 		$2.83K Buy
+130
New +$2.83K ﹤0.01% 887