Accredited Investors’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 | $1.18M | Buy |
24,985
+1,066
| +4% | +$50.4K | 0.07% | 86 |
|
2025
Q1 | $998K | Buy |
23,919
+136
| +0.6% | +$5.68K | 0.06% | 92 |
|
2024
Q4 | $1.05M | Sell |
23,783
-538
| -2% | -$23.6K | 0.06% | 90 |
|
2024
Q3 | $965K | Buy |
24,321
+1,211
| +5% | +$48.1K | 0.06% | 94 |
|
2024
Q2 | $919K | Sell |
23,110
-482
| -2% | -$19.2K | 0.06% | 90 |
|
2024
Q1 | $895K | Buy |
23,592
+10
| +0% | +$379 | 0.06% | 94 |
|
2023
Q4 | $794K | Sell |
23,582
-952
| -4% | -$32.1K | 0.06% | 96 |
|
2023
Q3 | $672K | Sell |
24,534
-639
| -3% | -$17.5K | 0.05% | 95 |
|
2023
Q2 | $722K | Sell |
25,173
-281
| -1% | -$8.06K | 0.05% | 92 |
|
2023
Q1 | $728K | Sell |
25,454
-10,325
| -29% | -$295K | 0.06% | 88 |
|
2022
Q4 | $1.19M | Buy |
35,779
+11,321
| +46% | +$375K | 0.1% | 64 |
|
2022
Q3 | $739K | Buy |
24,458
+1,264
| +5% | +$38.2K | 0.09% | 80 |
|
2022
Q2 | $722K | Sell |
23,194
-80
| -0.3% | -$2.49K | 0.09% | 84 |
|
2022
Q1 | $959K | Sell |
23,274
-12,275
| -35% | -$506K | 0.09% | 75 |
|
2021
Q4 | $1.58M | Buy |
35,549
+13,447
| +61% | +$598K | 0.14% | 54 |
|
2021
Q3 | $938K | Sell |
22,102
-241
| -1% | -$10.2K | 0.1% | 77 |
|
2021
Q2 | $921K | Buy |
22,343
+50
| +0.2% | +$2.06K | 0.09% | 76 |
|
2021
Q1 | $863K | Sell |
22,293
-540
| -2% | -$20.9K | 0.12% | 77 |
|
2020
Q4 | $692K | Buy |
22,833
+965
| +4% | +$29.2K | 0.12% | 76 |
|
2020
Q3 | $527K | Sell |
21,868
-21
| -0.1% | -$506 | 0.11% | 81 |
|
2020
Q2 | $520K | Sell |
21,889
-171
| -0.8% | -$4.06K | 0.11% | 83 |
|
2020
Q1 | $468K | Sell |
22,060
-410
| -2% | -$8.7K | 0.11% | 81 |
|
2019
Q4 | $791K | Buy |
22,470
+639
| +3% | +$22.5K | 0.13% | 67 |
|
2019
Q3 | $637K | Buy |
21,831
+92
| +0.4% | +$2.68K | 0.12% | 72 |
|
2019
Q2 | $630K | Buy |
21,739
+7,842
| +56% | +$227K | 0.12% | 71 |
|
2019
Q1 | $383K | Buy |
13,897
+1,238
| +10% | +$34.1K | 0.08% | 89 |
|
2018
Q4 | $312K | Hold |
12,659
| – | – | 0.07% | 91 |
|
2018
Q3 | $373K | Sell |
12,659
-172
| -1% | -$5.07K | 0.09% | 81 |
|
2018
Q2 | $362K | Buy |
12,831
+500
| +4% | +$14.1K | 0.09% | 76 |
|
2018
Q1 | $370K | Hold |
12,331
| – | – | 0.1% | 74 |
|
2017
Q4 | $364K | Buy |
12,331
+1,152
| +10% | +$34K | 0.1% | 77 |
|
2017
Q3 | $283K | Sell |
11,179
-975
| -8% | -$24.7K | 0.08% | 92 |
|
2017
Q2 | $295K | Sell |
12,154
-24
| -0.2% | -$583 | 0.08% | 74 |
|
2017
Q1 | $287K | Buy |
12,178
+243
| +2% | +$5.73K | 0.07% | 81 |
|
2016
Q4 | $264K | Buy |
11,935
+100
| +0.8% | +$2.21K | 0.07% | 83 |
|
2016
Q3 | $185K | Sell |
11,835
-142
| -1% | -$2.22K | 0.05% | 94 |
|
2016
Q2 | $159K | Buy |
11,977
+172
| +1% | +$2.28K | 0.04% | 94 |
|
2016
Q1 | $160K | Buy |
11,805
+243
| +2% | +$3.29K | 0.04% | 90 |
|
2015
Q4 | $195K | Buy |
11,562
+34
| +0.3% | +$573 | 0.05% | 86 |
|
2015
Q3 | $180K | Buy |
+11,528
| New | +$180K | 0.05% | 82 |
|