Wambolt & Associates’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 | – | Sell |
-75,243
| Closed | -$1.62M | – | 174 |
|
|
2025
Q1 | $1.62M | Sell |
75,243
-15,810
| -17% | -$341K | 0.55% | 65 |
|
|
2024
Q4 | $2.14M | Sell |
91,053
-263
| -0.3% | -$6.19K | 0.69% | 46 |
|
|
2024
Q3 | $2.06M | Buy |
91,316
+1,600
| +2% | +$36.1K | 0.56% | 60 |
|
|
2024
Q2 | $1.79M | Hold |
89,716
| – | – | 0.52% | 59 |
|
|
2024
Q1 | $1.84M | Sell |
89,716
-11,408
| -11% | -$235K | 0.55% | 59 |
|
|
2023
Q4 | $1.96M | Sell |
101,124
-1,572
| -2% | -$30.5K | 0.64% | 44 |
|
|
2023
Q3 | $1.7M | Sell |
102,696
-12,585
| -11% | -$208K | 0.62% | 47 |
|
|
2023
Q2 | $2.05M | Hold |
115,281
| – | – | 0.73% | 33 |
|
|
2023
Q1 | $2.14M | Sell |
115,281
-144
| -0.1% | -$2.68K | 0.76% | 34 |
|
|
2022
Q4 | $2.49M | Buy |
115,425
+11,613
| +11% | +$250K | 0.96% | 21 |
|
|
2022
Q3 | $2.08M | Hold |
103,812
| – | – | 0.89% | 26 |
|
|
2022
Q2 | $1.95M | Hold |
103,812
| – | – | 0.78% | 33 |
|
|
2022
Q1 | $2.23M | Hold |
103,812
| – | – | 0.81% | 27 |
|
|
2021
Q4 | $2.26M | Hold |
103,812
| – | – | 0.82% | 29 |
|
|
2021
Q3 | $2.26M | Hold |
103,812
| – | – | 0.91% | 22 |
|
|
2021
Q2 | $2.12M | Sell |
103,812
-8,588
| -8% | -$175K | 0.9% | 22 |
|
|
2021
Q1 | $2.37M | Sell |
112,400
-1,398
| -1% | -$29.4K | 1.23% | 12 |
|
|
2020
Q4 | $1.83M | Sell |
113,798
-8,734
| -7% | -$141K | 1.1% | 16 |
|
|
2020
Q3 | $1.41M | Hold |
122,532
| – | – | 1.06% | 20 |
|
|
2020
Q2 | $1.36M | Hold |
122,532
| – | – | 1.07% | 20 |
|
|
2020
Q1 | $1.1M | Hold |
122,532
| – | – | 1.14% | 21 |
|
|
2019
Q4 | $2.1M | Sell |
122,532
-12,955
| -10% | -$222K | 1.6% | 12 |
|
|
2019
Q3 | $2.14M | Buy |
+135,487
| New | +$2.14M | 1.77% | 9 |
|