Advisory Research’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 | $1.65M | Sell |
34,812
-549
| -2% | -$26K | 0.25% | 83 |
|
|
2025
Q1 | $1.48M | Sell |
35,361
-1,682
| -5% | -$70.2K | 0.26% | 77 |
|
|
2024
Q4 | $1.63M | Sell |
37,043
-3,683
| -9% | -$162K | 0.27% | 77 |
|
|
2024
Q3 | $1.62M | Sell |
40,726
-7,450
| -15% | -$296K | 0.29% | 80 |
|
|
2024
Q2 | $1.92M | Sell |
48,176
-797
| -2% | -$31.7K | 0.36% | 66 |
|
|
2024
Q1 | $1.86M | Hold |
48,973
| – | – | 0.37% | 66 |
|
|
2023
Q4 | $1.65M | Sell |
48,973
-3,362
| -6% | -$113K | 0.25% | 104 |
|
|
2023
Q3 | $1.43M | Sell |
52,335
-2,343
| -4% | -$64.2K | 0.2% | 143 |
|
|
2023
Q2 | $1.57M | Sell |
54,678
-5,014
| -8% | -$144K | 0.2% | 148 |
|
|
2023
Q1 | $1.71M | Buy |
59,692
+18,417
| +45% | +$527K | 0.28% | 89 |
|
|
2022
Q4 | $1.37M | Buy |
41,275
+17,453
| +73% | +$578K | 0.13% | 118 |
|
|
2022
Q3 | $719K | Buy |
+23,822
| New | +$719K | 0.07% | 195 |
|
|
2020
Q1 | – | Sell |
-76,687
| Closed | -$2.7M | – | 287 |
|
|
2019
Q4 | $2.7M | Sell |
76,687
-4,613
| -6% | -$162K | 0.12% | 102 |
|
|
2019
Q3 | $2.37M | Sell |
81,300
-1,175
| -1% | -$34.3K | 0.11% | 113 |
|
|
2019
Q2 | $2.39M | Sell |
82,475
-1,699
| -2% | -$49.3K | 0.05% | 177 |
|
|
2019
Q1 | $2.32M | Sell |
84,174
-528,294
| -86% | -$14.6M | 0.04% | 168 |
|
|
2018
Q4 | $15.1M | Sell |
612,468
-36,594
| -6% | -$902K | 0.32% | 87 |
|
|
2018
Q3 | $19.1M | Sell |
649,062
-33,666
| -5% | -$992K | 0.31% | 82 |
|
|
2018
Q2 | $19.2M | Buy |
682,728
+672,780
| +6,763% | +$19M | 0.31% | 85 |
|
|
2018
Q1 | $298K | Sell |
9,948
-7,075
| -42% | -$212K | 0.01% | 350 |
|
|
2017
Q4 | $503K | Sell |
17,023
-330
| -2% | -$9.75K | 0.01% | 328 |
|
|
2017
Q3 | $440K | Buy |
17,353
+3,777
| +28% | +$95.8K | 0.01% | 368 |
|
|
2017
Q2 | $329K | Buy |
+13,576
| New | +$329K | 0.01% | 391 |
|
|
2014
Q2 | – | Sell |
-4,177
| Closed | -$72K | – | 359 |
|
|
2014
Q1 | $72K | Buy |
+4,177
| New | +$72K | ﹤0.01% | 409 |
|