Regatta Capital Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$667K Sell
2025
Q2
$637K Buy
2025
Q1
$559K Buy
2024
Q4
$484K Sell
2024
Q3
$508K Buy
2024
Q2
$504K Sell
2024
Q1
$482K Buy
2023
Q4
$414K Sell
2023
Q3
$371K Sell
2023
Q2
$395K Buy
2023
Q1
$383K Hold
2022
Q4
$383K Buy
2022
Q3
$346K Buy
2022
Q2
$231K Sell
2022
Q1
$458K Buy
2021
Q4
$485K Buy