Regatta Capital Group’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 | $637K | Buy |
13,463
+61
| +0.5% | +$2.89K | 0.11% | 117 |
|
|
2025
Q1 | $559K | Buy |
13,402
+2,397
| +22% | +$100K | 0.11% | 115 |
|
|
2024
Q4 | $484K | Sell |
11,005
-1,797
| -14% | -$79K | 0.09% | 122 |
|
|
2024
Q3 | $508K | Buy |
12,802
+136
| +1% | +$5.4K | 0.1% | 120 |
|
|
2024
Q2 | $504K | Sell |
12,666
-54
| -0.4% | -$2.15K | 0.11% | 114 |
|
|
2024
Q1 | $482K | Buy |
12,720
+426
| +3% | +$16.2K | 0.11% | 118 |
|
|
2023
Q4 | $414K | Sell |
12,294
-1,260
| -9% | -$42.4K | 0.11% | 121 |
|
|
2023
Q3 | $371K | Sell |
13,554
-229
| -2% | -$6.27K | 0.12% | 120 |
|
|
2023
Q2 | $395K | Buy |
13,783
+2,211
| +19% | +$63.4K | 0.13% | 120 |
|
|
2023
Q1 | $383K | Hold |
11,572
| – | – | 0.14% | 124 |
|
|
2022
Q4 | $383K | Buy |
11,572
+467
| +4% | +$15.5K | 0.14% | 124 |
|
|
2022
Q3 | $346K | Buy |
11,105
+3,696
| +50% | +$115K | 0.14% | 121 |
|
|
2022
Q2 | $231K | Sell |
7,409
-3,710
| -33% | -$116K | 0.11% | 138 |
|
|
2022
Q1 | $458K | Buy |
11,119
+227
| +2% | +$9.35K | 0.16% | 107 |
|
|
2021
Q4 | $485K | Buy |
+10,892
| New | +$485K | 0.17% | 105 |
|