Regal Investment Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
40,603
-13,914
| -26% | -$658K | 0.14% | 156 |
|
|
2025
Q1 | $2.27M | Sell |
54,517
-24,250
| -31% | -$1.01M | 0.18% | 139 |
|
|
2024
Q4 | $3.46M | Buy |
78,767
+34,698
| +79% | +$1.52M | 0.26% | 109 |
|
|
2024
Q3 | $1.75M | Sell |
44,069
-3,399
| -7% | -$135K | 0.12% | 187 |
|
|
2024
Q2 | $1.89M | Buy |
47,468
+1,060
| +2% | +$42.2K | 0.12% | 181 |
|
|
2024
Q1 | $1.76M | Buy |
46,408
+130
| +0.3% | +$4.93K | 0.12% | 187 |
|
|
2023
Q4 | $1.56M | Sell |
46,278
-4,929
| -10% | -$166K | 0.12% | 182 |
|
|
2023
Q3 | $1.4M | Sell |
51,207
-505
| -1% | -$13.8K | 0.12% | 179 |
|
|
2023
Q2 | $1.48M | Sell |
51,712
-358
| -0.7% | -$10.3K | 0.12% | 171 |
|
|
2023
Q1 | $1.49M | Sell |
52,070
-1,000
| -2% | -$28.6K | 0.13% | 163 |
|
|
2022
Q4 | $1.76M | Sell |
53,070
-146
| -0.3% | -$4.84K | 0.17% | 134 |
|
|
2022
Q3 | $1.61M | Buy |
53,216
+59
| +0.1% | +$1.78K | 0.17% | 135 |
|
|
2022
Q2 | $1.66M | Sell |
53,157
-416
| -0.8% | -$13K | 0.17% | 130 |
|
|
2022
Q1 | $2.21M | Sell |
53,573
-1,864
| -3% | -$76.8K | 0.2% | 116 |
|
|
2021
Q4 | $2.47M | Buy |
55,437
+1,345
| +2% | +$59.8K | 0.22% | 111 |
|
|
2021
Q3 | $2.3M | Buy |
54,092
+271
| +0.5% | +$11.5K | 0.22% | 119 |
|
|
2021
Q2 | $2.22M | Buy |
+53,821
| New | +$2.22M | 0.22% | 115 |
|
|
2021
Q1 | – | Sell |
-55,011
| Closed | -$1.67M | – | 53 |
|
|
2020
Q4 | $1.67M | Buy |
+55,011
| New | +$1.67M | 0.19% | 128 |
|
|
2020
Q1 | – | Sell |
-47,441
| Closed | -$1.67M | – | 48 |
|
|
2019
Q4 | $1.67M | Buy |
47,441
+1,200
| +3% | +$42.3K | 0.3% | 109 |
|
|
2019
Q3 | $1.35M | Buy |
46,241
+448
| +1% | +$13.1K | 0.26% | 116 |
|
|
2019
Q2 | $1.33M | Buy |
45,793
+1,203
| +3% | +$34.9K | 0.26% | 118 |
|
|
2019
Q1 | $1.23M | Sell |
44,590
-1,884
| -4% | -$52K | 0.25% | 115 |
|
|
2018
Q4 | $1.15M | Buy |
46,474
+8,673
| +23% | +$214K | 0.25% | 114 |
|
|
2018
Q3 | $1.11M | Sell |
37,801
-12,450
| -25% | -$367K | 0.23% | 123 |
|
|
2018
Q2 | $1.42M | Sell |
50,251
-11,167
| -18% | -$315K | 0.43% | 82 |
|
|
2018
Q1 | $1.84M | Buy |
61,418
+594
| +1% | +$17.8K | 0.41% | 81 |
|
|
2017
Q4 | $1.8M | Sell |
60,824
-122
| -0.2% | -$3.6K | 0.4% | 89 |
|
|
2017
Q3 | $1.54M | Sell |
60,946
-1,038
| -2% | -$26.3K | 0.36% | 93 |
|
|
2017
Q2 | $1.5M | Sell |
61,984
-4,027
| -6% | -$97.7K | 0.37% | 89 |
|
|
2017
Q1 | $1.56M | Buy |
66,011
+9,791
| +17% | +$231K | 0.41% | 86 |
|
|
2016
Q4 | $1.24M | Buy |
56,220
+7,813
| +16% | +$173K | 0.34% | 94 |
|
|
2016
Q3 | $758K | Buy |
48,407
+4,653
| +11% | +$72.9K | 0.22% | 121 |
|
|
2016
Q2 | $581K | Buy |
43,754
+4,517
| +12% | +$60K | 0.16% | 149 |
|
|
2016
Q1 | $530K | Buy |
39,237
+11,470
| +41% | +$155K | 0.14% | 142 |
|
|
2015
Q4 | $467K | Buy |
27,767
+327
| +1% | +$5.5K | 0.12% | 158 |
|
|
2015
Q3 | $427K | Buy |
27,440
+3,310
| +14% | +$51.5K | 0.11% | 161 |
|
|
2015
Q2 | $410K | Sell |
24,130
-7,316
| -23% | -$124K | 0.11% | 169 |
|
|
2015
Q1 | $484K | Buy |
31,446
+3,388
| +12% | +$52.1K | 0.12% | 158 |
|
|
2014
Q4 | $502K | Buy |
28,058
+30
| +0.1% | +$537 | 0.13% | 143 |
|
|
2014
Q3 | $478K | Sell |
28,028
-333
| -1% | -$5.68K | 0.14% | 147 |
|
|
2014
Q2 | $436K | Sell |
28,361
-1,705
| -6% | -$26.2K | 0.16% | 141 |
|
|
2014
Q1 | $517K | Buy |
30,066
+20,262
| +207% | +$348K | 0.22% | 117 |
|
|
2013
Q4 | $153K | Sell |
9,804
-3,163
| -24% | -$49.4K | 0.09% | 171 |
|
|
2013
Q3 | $179K | Sell |
12,967
-11,578
| -47% | -$160K | 0.1% | 172 |
|
|
2013
Q2 | $316K | Buy |
+24,545
| New | +$316K | 0.17% | 125 |
|