Regal Investment Advisors’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
+47,162
| New | +$1.27M | 0.1% | 205 |
|
|
2015
Q3 | – | Sell |
-4,222
| Closed | -$135K | – | 1038 |
|
|
2015
Q2 | $135K | Buy |
4,222
+250
| +6% | +$7.99K | 0.04% | 294 |
|
|
2015
Q1 | $115K | Buy |
3,972
+128
| +3% | +$3.71K | 0.03% | 320 |
|
|
2014
Q4 | $108K | Buy |
3,844
+913
| +31% | +$25.7K | 0.03% | 292 |
|
|
2014
Q3 | $85K | Buy |
2,931
+2,306
| +369% | +$66.9K | 0.03% | 327 |
|
|
2014
Q2 | $19K | Buy |
+625
| New | +$19K | 0.01% | 554 |
|