Heritage Wealth Management, LLC Regions Financial Corp Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$19.52 - $23.41 $1.22 Million - $1.46 Million	62,538 Added 114.67%	117,075 $2.53 Million
Q3 2022 Nov 14, 2022	BUY	$18.24 - $22.46 $38,285 - $47,143	2,099 Added 4.0%	54,537 $1.1 Million
Q2 2022 Aug 15, 2022	SELL	$18.42 - $22.09 $8,841 - $10,603	-480 Reduced 0.91%	52,438 $983,000
Q1 2022 Aug 15, 2022	BUY	$21.26 - $25.41 $355,892 - $425,363	16,740 Added 46.27%	52,918 $1.18 Million
Q3 2021 Nov 10, 2021	BUY	$18.14 - $21.76 $87,579 - $105,057	4,828 Added 15.4%	36,178 $771,000
Q2 2021 Aug 11, 2021	BUY	$19.33 - $23.62 $605,995 - $740,487	31,350 New	31,350 $633,000

949

701M

2.81M

1.7M

Ticker RF
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 934,396,032
Market Cap $22.2B
Description
Regions Financial Corporation, a financial holding company, provides banking and bank-related services to individual and corporate customers. It operates through three segments: Corporate Bank, Consumer Bank, and Wealth Management. The Corporate Bank segment offers commercial banking services, such as commercial and industrial, commercial real e...

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.