ARC
Advisor Resource Council’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,205
| Closed | -$856K | – | 205 |
|
|
2025
Q1 | $856K | Buy |
+21,205
| New | +$856K | 0.07% | 274 |
|
|
2024
Q4 | – | Sell |
-5,782
| Closed | -$229K | – | 87 |
|
|
2024
Q3 | $229K | Sell |
5,782
-4,858
| -46% | -$193K | 0.1% | 203 |
|
|
2024
Q2 | $17.1K | Sell |
10,640
-628
| -6% | -$1.01K | 0.03% | 33 |
|
|
2024
Q1 | $381K | Sell |
11,268
-10,536
| -48% | -$356K | 0.16% | 143 |
|
|
2023
Q4 | $734K | Buy |
21,804
+10,164
| +87% | +$342K | 0.09% | 226 |
|
|
2023
Q3 | $319K | Sell |
11,640
-133
| -1% | -$3.64K | 0.16% | 101 |
|
|
2023
Q2 | $338K | Sell |
11,773
-1,135
| -9% | -$32.6K | 0.15% | 105 |
|
|
2023
Q1 | $371K | Buy |
12,908
+657
| +5% | +$18.9K | 0.09% | 186 |
|
|
2022
Q4 | $406K | Sell |
12,251
-1,399
| -10% | -$46.3K | 0.2% | 89 |
|
|
2022
Q3 | $413K | Sell |
13,650
-25,643
| -65% | -$776K | 0.28% | 92 |
|
|
2022
Q2 | $1.22M | Sell |
39,293
-1,785
| -4% | -$55.6K | 0.11% | 175 |
|
|
2022
Q1 | $1.69M | Sell |
41,078
-58,268
| -59% | -$2.4M | 0.51% | 54 |
|
|
2021
Q4 | $4.42M | Buy |
99,346
+55,673
| +127% | +$2.48M | 0.34% | 57 |
|
|
2021
Q3 | $1.86M | Sell |
43,673
-21,336
| -33% | -$906K | 0.56% | 47 |
|
|
2021
Q2 | $2.68M | Buy |
+65,009
| New | +$2.68M | 0.28% | 79 |
|