Acorn Financial Advisory Services’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
Q2 | $592K | Sell |
|
|||||
|
2025
Q1 | $565K | Sell |
|
|||||
|
2024
Q4 | $686K | Sell |
|
|||||
|
2024
Q3 | $636K | Sell |
|
|||||
|
2024
Q2 | $639K | Buy |
|
|||||
|
2024
Q1 | $595K | Sell |
|
|||||
|
2023
Q4 | $561K | Sell |
|
|||||
|
2023
Q3 | $461K | Sell |
|
|||||
|
2023
Q2 | $493K | Buy |
|
|||||
|
2023
Q1 | $433K | Buy |
|
|||||
|
2022
Q4 | $457K | Sell |
|
|||||
|
2022
Q3 | $432K | Sell |
|
|||||
|
2022
Q2 | $471K | Buy |
|
|||||
|
2022
Q1 | $618K | Sell |
|
|||||
|
2021
Q4 | $686K | Sell |
|
|||||
|
2021
Q3 | $775K | Buy |
|
|||||
|
2021
Q2 | $744K | Sell |
|
|||||
|
2021
Q1 | $1.28M | Sell |
|
|||||
|
2020
Q4 | $1M | Sell |
|
|||||
|
2020
Q3 | $801K | Buy |
|
|||||
|
2020
Q2 | $723K | Sell |
|
|||||
|
2020
Q1 | $648K | Buy |
|
|||||
|
2019
Q4 | $1.07M | Buy |
|