Western 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
Q2
$689K Buy
29,306
+4,861
+20% +$114K 0.04% 340
2025
Q1
$531K Sell
24,445
-1,238
-5% -$26.9K 0.04% 370
2024
Q4
$604K Buy
25,683
+396
+2% +$9.31K 0.04% 332
2024
Q3
$590K Sell
25,287
-2,261
-8% -$52.7K 0.03% 422
2024
Q2
$552K Buy
27,548
+1,739
+7% +$34.9K 0.04% 346
2024
Q1
$543K Buy
25,809
+258
+1% +$5.43K 0.04% 351
2023
Q4
$495K Buy
25,551
+367
+1% +$7.11K 0.04% 413
2023
Q3
$433K Sell
25,184
-2,663
-10% -$45.8K 0.04% 419
2023
Q2
$496K Buy
27,847
+926
+3% +$16.5K 0.04% 372
2023
Q1
$500K Sell
26,921
-102
-0.4% -$1.89K 0.05% 370
2022
Q4
$583K Sell
27,023
-24,474
-48% -$528K 0.06% 312
2022
Q3
$1.04M Buy
51,497
+3,436
+7% +$69.2K 0.06% 296
2022
Q2
$902K Buy
48,061
+6,495
+16% +$122K 0.05% 326
2022
Q1
$926K Buy
41,566
+18,268
+78% +$407K 0.04% 349
2021
Q4
$511K Buy
+23,298
New +$511K 0.05% 328
2021
Q2
$403K Buy
19,768
+1,693
+9% +$34.5K 0.04% 415
2021
Q1
$373K Sell
18,075
-1,423
-7% -$29.4K 0.05% 354
2020
Q4
$314K Sell
19,498
-1,426
-7% -$23K 0.05% 340
2020
Q3
$241K Buy
20,924
+896
+4% +$10.3K 0.04% 375
2020
Q2
$223K Sell
20,028
-1,009
-5% -$11.2K 0.04% 370
2020
Q1
$190K Buy
21,037
+4,586
+28% +$41.4K 0.04% 347
2019
Q4
$282K Buy
16,451
+800
+5% +$13.7K 0.04% 326
2019
Q3
$249K Hold
15,651
0.05% 330
2019
Q2
$231K Buy
15,651
+1,388
+10% +$20.5K 0.03% 359
2019
Q1
$202K Sell
14,263
-224
-2% -$3.17K 0.05% 364
2018
Q4
$195K Buy
+14,487
New +$195K 0.05% 331