Valley Wealth Managers’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-150
Closed -$3.53K 409
2024
Q4
$3.53K Hold
150
﹤0.01% 324
2024
Q3
$3.5K Hold
150
﹤0.01% 330
2024
Q2
$3.01K Buy
+150
New +$3.01K ﹤0.01% 323
2023
Q2
Hold
0
366
2023
Q1
Sell
-244
Closed -$5.26K 442
2022
Q4
$5.26K Hold
244
﹤0.01% 318
2022
Q3
$5K Hold
244
﹤0.01% 348
2022
Q2
$5K Buy
+244
New +$5K ﹤0.01% 357