Advisory Alpha’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
Q2 | $1.57M | Buy |
33,103
+1,082
| +3% | +$51.2K | 0.05% | 124 |
|
|
2025
Q1 | $1.34M | Buy |
32,021
+3,506
| +12% | +$146K | 0.05% | 141 |
|
|
2024
Q4 | $1.25M | Buy |
28,515
+698
| +3% | +$30.7K | 0.04% | 136 |
|
|
2024
Q3 | $1.1M | Buy |
27,817
+1,843
| +7% | +$73.1K | 0.04% | 143 |
|
|
2024
Q2 | $1.03M | Buy |
25,974
+1,513
| +6% | +$60.2K | 0.04% | 148 |
|
|
2024
Q1 | $928K | Buy |
24,461
+1,379
| +6% | +$52.3K | 0.04% | 162 |
|
|
2023
Q4 | $777K | Buy |
23,082
+2,015
| +10% | +$67.8K | 0.04% | 166 |
|
|
2023
Q3 | $577K | Sell |
21,067
-5,582
| -21% | -$153K | 0.03% | 183 |
|
|
2023
Q2 | $765K | Buy |
26,649
+1,560
| +6% | +$44.8K | 0.04% | 180 |
|
|
2023
Q1 | $718K | Buy |
25,089
+754
| +3% | +$21.6K | 0.05% | 141 |
|
|
2022
Q4 | $806K | Buy |
24,335
+372
| +2% | +$12.3K | 0.06% | 125 |
|
|
2022
Q3 | $724K | Sell |
23,963
-231
| -1% | -$6.98K | 0.06% | 126 |
|
|
2022
Q2 | $753K | Buy |
24,194
+295
| +1% | +$9.18K | 0.06% | 119 |
|
|
2022
Q1 | $985K | Sell |
23,899
-680
| -3% | -$28K | 0.06% | 116 |
|
|
2021
Q4 | $1.09M | Buy |
24,579
+317
| +1% | +$14.1K | 0.06% | 116 |
|
|
2021
Q3 | $1.03M | Buy |
24,262
+967
| +4% | +$41.1K | 0.07% | 112 |
|
|
2021
Q2 | $960K | Buy |
23,295
+4,209
| +22% | +$173K | 0.08% | 96 |
|
|
2021
Q1 | $738K | Buy |
19,086
+1,563
| +9% | +$60.4K | 0.07% | 90 |
|
|
2020
Q4 | $531K | Sell |
17,523
-952
| -5% | -$28.8K | 0.11% | 51 |
|
|
2020
Q3 | $460K | Sell |
18,475
-2,079
| -10% | -$51.8K | 0.1% | 47 |
|
|
2020
Q2 | $549K | Buy |
+20,554
| New | +$549K | 0.12% | 58 |
|
|
2020
Q1 | – | Sell |
-12,023
| Closed | -$422K | – | 718 |
|
|
2019
Q4 | $422K | Sell |
12,023
-482
| -4% | -$16.9K | 0.1% | 79 |
|
|
2019
Q3 | $349K | Sell |
12,505
-1,205
| -9% | -$33.6K | 0.1% | 75 |
|
|
2019
Q2 | $403K | Buy |
13,710
+2,397
| +21% | +$70.5K | 0.13% | 68 |
|
|
2019
Q1 | $336K | Sell |
11,313
-327
| -3% | -$9.72K | 0.12% | 76 |
|
|
2018
Q4 | $331K | Buy |
+11,640
| New | +$331K | 0.16% | 64 |
|