Adero Partners’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
Q1 | $353K | Buy |
8,456
+468
| +6% | +$19.5K | 0.02% | 157 |
|
|
2024
Q4 | $351K | Buy |
7,988
+996
| +14% | +$43.8K | 0.02% | 153 |
|
|
2024
Q3 | $277K | Buy |
6,992
+961
| +16% | +$38.1K | 0.02% | 178 |
|
|
2024
Q2 | $240K | Buy |
+6,031
| New | +$240K | 0.02% | 180 |
|
|
2023
Q1 | – | Sell |
-20,660
| Closed | -$684K | – | 164 |
|
|
2022
Q4 | $684K | Sell |
20,660
-2,219
| -10% | -$73.5K | 0.08% | 78 |
|
|
2022
Q3 | $802K | Buy |
22,879
+393
| +2% | +$13.8K | 0.1% | 74 |
|
|
2022
Q2 | $693K | Sell |
22,486
-4,721
| -17% | -$145K | 0.1% | 77 |
|
|
2022
Q1 | $1.12M | Buy |
27,207
+25
| +0.1% | +$1.03K | 0.16% | 62 |
|
|
2021
Q4 | $1.21M | Sell |
27,182
-7
| -0% | -$311 | 0.2% | 58 |
|
|
2021
Q3 | $1.15M | Sell |
27,189
-476
| -2% | -$20.2K | 0.21% | 54 |
|
|
2021
Q2 | $1.14M | Buy |
27,665
+1,682
| +6% | +$69.4K | 0.26% | 46 |
|
|
2021
Q1 | $1.01M | Buy |
+25,983
| New | +$1.01M | 0.45% | 42 |
|
|
2020
Q4 | – | Sell |
-19,202
| Closed | -$463K | – | 85 |
|
|
2020
Q3 | $463K | Buy |
+19,202
| New | +$463K | 0.37% | 47 |
|
|
2020
Q1 | – | Sell |
-6,670
| Closed | -$235K | – | 72 |
|
|
2019
Q4 | $235K | Buy |
+6,670
| New | +$235K | 0.26% | 68 |
|