TrueWealth 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
2025
Q4
$1.14M Buy
2025
Q3
$888K Buy
2025
Q2
$722K Buy
2025
Q1
$412K Buy
2024
Q4
$446K Buy
2024
Q3
$442K Sell
2024
Q2
$443K Buy
2024
Q1
$398K Buy
2023
Q4
$367K Buy
2023
Q3
$325K Buy
2023
Q2
$337K Buy
2023
Q1
$350K Buy
2022
Q4
$405K Hold
2022
Q3
$377K Hold
2022
Q2
$352K Hold
2022
Q1
$409K Hold
2021
Q4
$409K Buy