AIM
Aigen Investment Management’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-17,968
| Closed | -$750K | – | 795 |
|
2025
Q1 | $750K | Buy |
17,968
+8,530
| +90% | +$356K | 0.12% | 262 |
|
2024
Q4 | $415K | Sell |
9,438
-116,988
| -93% | -$5.14M | 0.07% | 384 |
|
2024
Q3 | $5.02M | Buy |
+126,426
| New | +$5.02M | 0.98% | 5 |
|
2024
Q2 | – | Sell |
-43,344
| Closed | -$1.64M | – | 775 |
|
2024
Q1 | $1.64M | Buy |
43,344
+36,312
| +516% | +$1.38M | 0.36% | 68 |
|
2023
Q4 | $237K | Buy |
+7,032
| New | +$237K | 0.04% | 599 |
|
2023
Q3 | – | Sell |
-68,328
| Closed | -$1.96M | – | 824 |
|
2023
Q2 | $1.96M | Buy |
68,328
+29,982
| +78% | +$860K | 0.29% | 91 |
|
2023
Q1 | $1.1M | Buy |
+38,346
| New | +$1.1M | 0.15% | 168 |
|
2022
Q4 | – | Sell |
-12,667
| Closed | -$383K | – | 534 |
|
2022
Q3 | $383K | Sell |
12,667
-175,055
| -93% | -$5.29M | 0.06% | 359 |
|
2022
Q2 | $5.84M | Buy |
+187,722
| New | +$5.84M | 0.98% | 10 |
|
2022
Q1 | – | Sell |
-31,687
| Closed | -$1.39M | – | 572 |
|
2021
Q4 | $1.39M | Buy |
+31,687
| New | +$1.39M | 0.09% | 314 |
|
2021
Q1 | – | Sell |
-24,775
| Closed | -$751K | – | 624 |
|
2020
Q4 | $751K | Sell |
24,775
-79,324
| -76% | -$2.4M | 0.1% | 275 |
|
2020
Q3 | $2.51M | Buy |
104,099
+13,467
| +15% | +$324K | 0.32% | 78 |
|
2020
Q2 | $2.15M | Buy |
+90,632
| New | +$2.15M | 0.28% | 83 |
|