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Whipplewood Advisors’s Regions Financial RF Stock Holding History

Whipplewood Advisors’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.32K Buy
226
+118
+109% +$2.78K ﹤0.01% 684
2025
Q1 		$4.8K Sell
108
-113
-51% -$5.02K ﹤0.01% 706
2024
Q4 		$5.2K Buy
+221
New +$5.2K ﹤0.01% 694