AA
Addison Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
17,357
+494
| +3% | +$23.4K | 0.21% | 87 |
|
|
2025
Q1 | $704K | Sell |
16,863
-1,953
| -10% | -$81.5K | 0.19% | 81 |
|
|
2024
Q4 | $827K | Buy |
18,816
+3,364
| +22% | +$148K | 0.23% | 75 |
|
|
2024
Q3 | $613K | Sell |
15,452
-304
| -2% | -$12.1K | 0.17% | 93 |
|
|
2024
Q2 | $627K | Buy |
15,756
+849
| +6% | +$33.8K | 0.2% | 84 |
|
|
2024
Q1 | $565K | Buy |
14,907
+563
| +4% | +$21.3K | 0.19% | 87 |
|
|
2023
Q4 | $483K | Buy |
14,344
+843
| +6% | +$28.4K | 0.19% | 90 |
|
|
2023
Q3 | $370K | Sell |
13,501
-491
| -4% | -$13.4K | 0.17% | 101 |
|
|
2023
Q2 | $401K | Buy |
13,992
+213
| +2% | +$6.11K | 0.2% | 98 |
|
|
2023
Q1 | $394K | Buy |
13,779
+422
| +3% | +$12.1K | 0.22% | 87 |
|
|
2022
Q4 | $442K | Buy |
13,357
+248
| +2% | +$8.21K | 0.26% | 73 |
|
|
2022
Q3 | $396K | Buy |
13,109
+1,496
| +13% | +$45.2K | 0.25% | 80 |
|
|
2022
Q2 | $362K | Sell |
11,613
-321
| -3% | -$10K | 0.22% | 86 |
|
|
2022
Q1 | $492K | Buy |
11,934
+4,351
| +57% | +$179K | 0.27% | 72 |
|
|
2021
Q4 | $337K | Buy |
7,583
+5,344
| +239% | +$237K | 0.21% | 80 |
|
|
2021
Q3 | $95K | Buy |
2,239
+38
| +2% | +$1.61K | 0.08% | 133 |
|
|
2021
Q2 | $91K | Buy |
+2,201
| New | +$91K | 0.07% | 141 |
|
|
2020
Q4 | $67K | Buy |
+2,201
| New | +$67K | 0.06% | 159 |
|