Venturi Wealth Management’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 |
-4,108
| Closed | -$96.6K | – | 1538 |
|
|
2024
Q4 | $96.6K | Buy |
4,108
+400
| +11% | +$9.41K | ﹤0.01% | 795 |
|
|
2024
Q3 | $86.5K | Buy |
3,708
+2,986
| +414% | +$69.7K | ﹤0.01% | 605 |
|
|
2024
Q2 | $14.5K | Buy |
+722
| New | +$14.5K | ﹤0.01% | 1017 |
|
|
2023
Q3 | – | Sell |
-24
| Closed | -$428 | – | 1414 |
|
|
2023
Q2 | $428 | Buy |
+24
| New | +$428 | ﹤0.01% | 1088 |
|