Ackerman Capital Advisors’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 | $318K | Sell |
6,726
-94
| -1% | -$4.45K | 0.07% | 83 |
|
|
2025
Q1 | $285K | Sell |
6,820
-43
| -0.6% | -$1.79K | 0.08% | 84 |
|
|
2024
Q4 | $302K | Buy |
6,863
+1
| +0% | +$44 | 0.08% | 81 |
|
|
2024
Q3 | $272K | Hold |
6,862
| – | – | 0.07% | 84 |
|
|
2024
Q2 | $273K | Sell |
6,862
-149
| -2% | -$5.93K | 0.07% | 86 |
|
|
2024
Q1 | $266K | Buy |
+7,011
| New | +$266K | 0.07% | 88 |
|
|
2023
Q1 | – | Sell |
-7,333
| Closed | -$243K | – | 102 |
|
|
2022
Q4 | $243K | Hold |
7,333
| – | – | 0.07% | 98 |
|
|
2022
Q3 | $221K | Sell |
7,333
-25
| -0.3% | -$753 | 0.06% | 92 |
|
|
2022
Q2 | $229K | Hold |
7,358
| – | – | 0.06% | 94 |
|
|
2022
Q1 | $303K | Buy |
7,358
+1,234
| +20% | +$50.8K | 0.07% | 91 |
|
|
2021
Q4 | $272K | Sell |
6,124
-259
| -4% | -$11.5K | 0.06% | 99 |
|
|
2021
Q3 | $271K | Buy |
6,383
+147
| +2% | +$6.24K | 0.06% | 92 |
|
|
2021
Q2 | $257K | Sell |
6,236
-1,864
| -23% | -$76.8K | 0.06% | 101 |
|
|
2021
Q1 | $313K | Buy |
+8,100
| New | +$313K | 0.08% | 91 |
|
|
2020
Q4 | – | Sell |
-9,100
| Closed | -$219K | – | 121 |
|
|
2020
Q3 | $219K | Hold |
9,100
| – | – | 0.06% | 108 |
|
|
2020
Q2 | $216K | Buy |
+9,100
| New | +$216K | 0.06% | 108 |
|
|
2018
Q4 | – | Sell |
-12,000
| Closed | -$354K | – | 135 |
|
|
2018
Q3 | $354K | Buy |
+12,000
| New | +$354K | 1.22% | 38 |
|