TrueWealth Advisors’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 | $722K | Buy |
30,707
+11,725
| +62% | +$276K | 0.21% | 84 |
|
|
2025
Q1 | $412K | Buy |
18,982
+13
| +0.1% | +$282 | 0.14% | 129 |
|
|
2024
Q4 | $446K | Buy |
18,969
+13
| +0.1% | +$306 | 0.15% | 129 |
|
|
2024
Q3 | $442K | Sell |
18,956
-3,160
| -14% | -$73.7K | 0.15% | 121 |
|
|
2024
Q2 | $443K | Buy |
22,116
+3,187
| +17% | +$63.9K | 0.16% | 106 |
|
|
2024
Q1 | $398K | Buy |
18,929
+14
| +0.1% | +$295 | 0.15% | 106 |
|
|
2023
Q4 | $367K | Buy |
18,915
+17
| +0.1% | +$329 | 0.14% | 116 |
|
|
2023
Q3 | $325K | Buy |
18,898
+12
| +0.1% | +$206 | 0.14% | 115 |
|
|
2023
Q2 | $337K | Buy |
18,886
+11
| +0.1% | +$196 | 0.14% | 115 |
|
|
2023
Q1 | $350K | Buy |
18,875
+100
| +0.5% | +$1.86K | 0.15% | 112 |
|
|
2022
Q4 | $405K | Hold |
18,775
| – | – | 0.18% | 96 |
|
|
2022
Q3 | $377K | Hold |
18,775
| – | – | 0.18% | 94 |
|
|
2022
Q2 | $352K | Hold |
18,775
| – | – | 0.16% | 107 |
|
|
2022
Q1 | $409K | Hold |
18,775
| – | – | 0.18% | 105 |
|
|
2021
Q4 | $409K | Buy |
+18,775
| New | +$409K | 0.18% | 105 |
|