ACA
Affinity Capital Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
9,872
+400
| +4% | +$18.9K | 0.08% | 101 |
|
|
2025
Q1 | $341K | Hold |
9,472
| – | – | 0.07% | 113 |
|
|
2024
Q4 | $436K | Sell |
9,472
-1,248
| -12% | -$57.5K | 0.08% | 102 |
|
|
2024
Q3 | $425K | Buy |
10,720
+3,215
| +43% | +$128K | 0.08% | 105 |
|
|
2024
Q2 | $298K | Buy |
7,505
+588
| +9% | +$23.4K | 0.06% | 118 |
|
|
2024
Q1 | $262K | Sell |
6,917
-629
| -8% | -$23.9K | 0.06% | 126 |
|
|
2023
Q4 | $254K | Sell |
7,546
-256
| -3% | -$8.62K | 0.06% | 118 |
|
|
2023
Q3 | $214K | Sell |
7,802
-306
| -4% | -$8.38K | 0.06% | 124 |
|
|
2023
Q2 | $233K | Buy |
8,108
+285
| +4% | +$8.18K | 0.06% | 114 |
|
|
2023
Q1 | $224K | Buy |
7,823
+1
| +0% | +$29 | 0.07% | 113 |
|
|
2022
Q4 | $259K | Buy |
7,822
+1
| +0% | +$33 | 0.09% | 93 |
|
|
2022
Q3 | $236K | Buy |
7,821
+711
| +10% | +$21.5K | 0.08% | 91 |
|
|
2022
Q2 | $221K | Buy |
7,110
+40
| +0.6% | +$1.24K | 0.08% | 99 |
|
|
2022
Q1 | $291K | Sell |
7,070
-988
| -12% | -$40.7K | 0.09% | 90 |
|
|
2021
Q4 | $358K | Sell |
8,058
-100
| -1% | -$4.44K | 0.11% | 85 |
|
|
2021
Q3 | $346K | Sell |
8,158
-1,140
| -12% | -$48.4K | 0.12% | 85 |
|
|
2021
Q2 | $383K | Buy |
9,298
+505
| +6% | +$20.8K | 0.13% | 83 |
|
|
2021
Q1 | $340K | Sell |
8,793
-1,211
| -12% | -$46.8K | 0.12% | 83 |
|
|
2020
Q4 | $303K | Buy |
10,004
+507
| +5% | +$15.4K | 0.12% | 81 |
|
|
2020
Q3 | $229K | Buy |
+9,497
| New | +$229K | 0.13% | 96 |
|
|
2020
Q2 | – | Sell |
-9,962
| Closed | -$232K | – | 98 |
|
|
2020
Q1 | $232K | Buy |
9,962
+1,582
| +19% | +$36.8K | 0.17% | 86 |
|
|
2019
Q4 | $295K | Buy |
+8,380
| New | +$295K | 0.19% | 82 |
|