Wealthspire Advisors (New York)’s Regions Financial RF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-18,358	Closed	-$498K	–	1066
2025 Q4	$498K	Buy	18,358 +13,655	+290%	+$349K	﹤0.01%	604
2025 Q3	$124K	Buy	+4,703	New	+$122K	﹤0.01%	940
2021 Q2	–	Sell	-17,133	Closed	-$354K	–	597
2021 Q1	$354K	Buy	17,133 +2,271	+15%	+$44.4K	0.01%	502
2020 Q4	$240K	Buy	14,862 +2,882	+24%	+$41.7K	0.01%	508
2020 Q3	$138K	Sell	11,980 -62	-0.5%	-$692	0.01%	311
2020 Q2	$134K	Sell	12,042 -9,228	-43%	-$98.2K	0.01%	268
2020 Q1	$191K	Buy	+21,270	New	+$298K	0.01%	503
2019 Q1	–	Sell	-1,174	Closed	-$16K	–	636
2018 Q4	$16K	Buy	+1,174	New	+$18.9K	﹤0.01%	394