A detailed history of Kingswood Wealth Advisors, LLC transactions in Regions Financial Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 27,469 shares of RF stock, worth $749,354. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,469
Previous 29,624 7.27%
Holding current value
$749,354
Previous $594 Million 7.54%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$19.51 - $23.42 $42,044 - $50,470
-2,155 Reduced 7.27%
27,469 $638 Million
Q2 2024

Jul 09, 2024

BUY
$18.19 - $20.69 $3,274 - $3,724
180 Added 0.61%
29,624 $594 Million
Q1 2024

Apr 15, 2024

SELL
$17.84 - $21.04 $11,774 - $13,886
-660 Reduced 2.19%
29,444 $620 Million
Q4 2023

Jan 16, 2024

BUY
$14.01 - $19.6 $421,757 - $590,038
30,104 New
30,104 $583 Million
Q2 2023

Aug 09, 2023

BUY
$15.52 - $19.22 $159,824 - $197,927
10,298 New
10,298 $184 Million

Others Institutions Holding RF

About REGIONS FINANCIAL CORP


  • Ticker RF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 934,396,032
  • Market Cap $25.5B
  • 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...
More about RF
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.