AFAS
Acorn Financial Advisory Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
12,500
-1,035
| -8% | -$49K | 0.1% | 102 |
|
|
2025
Q1 | $565K | Sell |
13,535
-2,066
| -13% | -$86.2K | 0.1% | 97 |
|
|
2024
Q4 | $686K | Sell |
15,601
-420
| -3% | -$18.5K | 0.11% | 90 |
|
|
2024
Q3 | $636K | Sell |
16,021
-43
| -0.3% | -$1.71K | 0.11% | 85 |
|
|
2024
Q2 | $639K | Buy |
16,064
+385
| +2% | +$15.3K | 0.12% | 89 |
|
|
2024
Q1 | $595K | Sell |
15,679
-990
| -6% | -$37.5K | 0.11% | 95 |
|
|
2023
Q4 | $561K | Sell |
16,669
-190
| -1% | -$6.4K | 0.1% | 125 |
|
|
2023
Q3 | $461K | Sell |
16,859
-335
| -2% | -$9.17K | 0.08% | 141 |
|
|
2023
Q2 | $493K | Buy |
17,194
+2,063
| +14% | +$59.2K | 0.09% | 133 |
|
|
2023
Q1 | $433K | Buy |
15,131
+1,341
| +10% | +$38.4K | 0.08% | 139 |
|
|
2022
Q4 | $457K | Sell |
13,790
-479
| -3% | -$15.9K | 0.1% | 121 |
|
|
2022
Q3 | $432K | Sell |
14,269
-867
| -6% | -$26.2K | 0.1% | 132 |
|
|
2022
Q2 | $471K | Buy |
15,136
+153
| +1% | +$4.76K | 0.11% | 120 |
|
|
2022
Q1 | $618K | Sell |
14,983
-437
| -3% | -$18K | 0.12% | 112 |
|
|
2021
Q4 | $686K | Sell |
15,420
-2,841
| -16% | -$126K | 0.14% | 103 |
|
|
2021
Q3 | $775K | Buy |
18,261
+230
| +1% | +$9.76K | 0.24% | 93 |
|
|
2021
Q2 | $744K | Sell |
18,031
-15,085
| -46% | -$622K | 0.22% | 107 |
|
|
2021
Q1 | $1.28M | Sell |
33,116
-35
| -0.1% | -$1.36K | 0.47% | 62 |
|
|
2020
Q4 | $1.01M | Sell |
33,151
-89
| -0.3% | -$2.7K | 0.39% | 78 |
|
|
2020
Q3 | $801K | Buy |
33,240
+2,850
| +9% | +$68.7K | 0.42% | 68 |
|
|
2020
Q2 | $723K | Sell |
30,390
-125
| -0.4% | -$2.97K | 0.5% | 62 |
|
|
2020
Q1 | $648K | Buy |
30,515
+202
| +0.7% | +$4.29K | 0.64% | 47 |
|
|
2019
Q4 | $1.07M | Buy |
+30,313
| New | +$1.07M | 0.9% | 32 |
|