Allegheny Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $867K | Sell |
17,783
-222
| -1% | -$11.5K | 0.12% | 113 |
|
|
2025
Q4 | $990K | Buy |
18,005
+180
| +1% | +$9.52K | 0.15% | 101 |
|
|
2025
Q3 | $920K | Sell |
17,825
-39
| -0.2% | -$1.9K | 0.17% | 102 |
|
|
2025
Q2 | $845K | Sell |
17,864
-967
| -5% | -$40.7K | 0.19% | 106 |
|
|
2025
Q1 | $786K | Buy |
18,831
+905
| +5% | +$40.3K | 0.2% | 98 |
|
|
2024
Q4 | $788K | Sell |
17,926
-2,231
| -11% | -$98.2K | 0.2% | 95 |
|
|
2024
Q3 | $800K | Sell |
20,157
-1,197
| -6% | -$48K | 0.2% | 103 |
|
|
2024
Q2 | $849K | Buy |
21,354
+2,476
| +13% | +$94.9K | 0.24% | 80 |
|
|
2024
Q1 | $716K | Sell |
18,878
-2,888
| -13% | -$99.1K | 0.22% | 87 |
|
|
2023
Q4 | $733K | Buy |
21,766
+790
| +4% | +$23K | 0.24% | 83 |
|
|
2023
Q3 | $574K | Buy |
20,976
+308
| +1% | +$9.11K | 0.22% | 89 |
|
|
2023
Q2 | $593K | Buy |
20,668
+161
| +0.8% | +$4.59K | 0.28% | 72 |
|
|
2023
Q1 | $586K | Buy |
20,507
+51
| +0.2% | +$1.68K | 0.24% | 91 |
|
|
2022
Q4 | $678K | Buy |
20,456
+44
| +0.2% | +$1.52K | 0.28% | 72 |
|
|
2022
Q3 | $616K | Buy |
20,412
+45
| +0.2% | +$1.5K | 0.29% | 69 |
|
|
2022
Q2 | $634K | Sell |
20,367
-447
| -2% | -$16.1K | 0.3% | 66 |
|
|
2022
Q1 | $858K | Buy |
20,814
+68
| +0.3% | +$3.07K | 0.36% | 54 |
|
|
2021
Q4 | $923K | Buy |
20,746
+32
| +0.2% | +$1.46K | 0.37% | 49 |
|
|
2021
Q3 | $879K | Sell |
20,714
-88
| -0.4% | -$3.54K | 0.4% | 47 |
|
|
2021
Q2 | $858K | Buy |
20,802
+311
| +2% | +$12.7K | 0.39% | 45 |
|
|
2021
Q1 | $793K | Sell |
20,491
-250
| -1% | -$8.63K | 0.58% | 30 |
|
|
2020
Q4 | $629K | Buy |
+20,741
| New | +$556K | 0.34% | 54 |
|
Other funds holding BAC
VCM
VPM
