AE Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8M | Buy |
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|
2025
Q1 | $33M | Buy |
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|
2024
Q4 | $27.1M | Sell |
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|
2024
Q3 | $26M | Buy |
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|
2024
Q2 | $23.6M | Buy |
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|
2024
Q1 | $19.5M | Sell |
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|
2023
Q4 | $29.5M | Buy |
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|
2023
Q3 | $21.5M | Buy |
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|
2023
Q2 | $20.9M | Sell |
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|
2023
Q1 | $36M | Buy |
|
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|
2022
Q4 | $41.5M | Buy |
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|
2022
Q3 | $35.7M | Buy |
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|
2022
Q2 | $33.4M | Buy |
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|
2022
Q1 | $36.4M | Buy |
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|
2021
Q4 | $33.3M | Buy |
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|
2021
Q3 | $23.2M | Buy |
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|
2021
Q2 | $21M | Buy |
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|
2021
Q1 | $19.2M | Sell |
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|
2020
Q4 | $15.9M | Sell |
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|
2020
Q3 | $13.2M | Buy |
|
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|
2020
Q2 | $10.4M | Buy |
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|
2020
Q1 | $7.16M | Buy |
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|
2019
Q4 | $9.27M | Buy |
|
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|
2019
Q3 | $6.79M | Buy |
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|
2019
Q2 | $6.21M | Buy |
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|
2019
Q1 | $3.36M | Buy |
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|
2018
Q4 | $2.71M | Buy |
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|
2018
Q3 | $2.96M | Buy |
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|
2018
Q2 | $2.15M | Buy |
|
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|
2018
Q1 | $2.16M | Buy |
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|
2017
Q4 | $963K | Sell |
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|
2017
Q3 | $938K | Buy |
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|
2017
Q2 | $833K | Buy |
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|
2017
Q1 | $515K | Buy |
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|
2016
Q4 | $325K | Buy |
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