Regent Peak Wealth Advisors’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 | $622K | Buy |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $526K | Buy |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $381K | Buy |
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|
2021
Q3 | $345K | Buy |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $157K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $292K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $452K | Buy |
|