ATFA
All Terrain Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+4,600
| New | +$218K | 0.06% | 83 |
|
|
2025
Q1 | – | Sell |
-4,600
| Closed | -$202K | – | 83 |
|
|
2024
Q4 | $202K | Buy |
+4,600
| New | +$202K | 0.07% | 81 |
|
|
2022
Q1 | – | Sell |
-4,600
| Closed | -$205K | – | 82 |
|
|
2021
Q4 | $205K | Sell |
4,600
-300
| -6% | -$13.4K | 0.08% | 74 |
|
|
2021
Q3 | $208K | Hold |
4,900
| – | – | 0.09% | 72 |
|
|
2021
Q2 | $202K | Hold |
4,900
| – | – | 0.09% | 80 |
|
|
2021
Q1 | $190K | Buy |
+4,900
| New | +$190K | 0.09% | 74 |
|
|
2020
Q1 | – | Sell |
-7,743
| Closed | -$273K | – | 114 |
|
|
2019
Q4 | $273K | Sell |
7,743
-15,500
| -67% | -$546K | 0.09% | 97 |
|
|
2019
Q3 | $679K | Hold |
23,243
| – | – | 0.23% | 54 |
|
|
2019
Q2 | $674K | Sell |
23,243
-1,004
| -4% | -$29.1K | 0.23% | 53 |
|
|
2019
Q1 | $669K | Sell |
24,247
-4,557
| -16% | -$126K | 0.23% | 52 |
|
|
2018
Q4 | $710K | Sell |
28,804
-2,296
| -7% | -$56.6K | 0.28% | 51 |
|
|
2018
Q3 | $910K | Buy |
31,100
+3,200
| +11% | +$93.6K | 0.37% | 45 |
|
|
2018
Q2 | $787K | Buy |
27,900
+5,392
| +24% | +$152K | 0.35% | 50 |
|
|
2018
Q1 | $675K | Sell |
22,508
-1,300
| -5% | -$39K | 0.31% | 60 |
|
|
2017
Q4 | $703K | Buy |
+23,808
| New | +$703K | 0.32% | 57 |
|