Allegheny Financial Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
17,864
-967
| -5% | -$45.8K | 0.19% | 106 |
|
|
2025
Q1 | $786K | Buy |
18,831
+905
| +5% | +$37.8K | 0.2% | 98 |
|
|
2024
Q4 | $788K | Sell |
17,926
-2,231
| -11% | -$98.1K | 0.2% | 95 |
|
|
2024
Q3 | $800K | Sell |
20,157
-1,197
| -6% | -$47.5K | 0.2% | 103 |
|
|
2024
Q2 | $849K | Buy |
21,354
+2,476
| +13% | +$98.5K | 0.24% | 80 |
|
|
2024
Q1 | $716K | Sell |
18,878
-2,888
| -13% | -$110K | 0.22% | 87 |
|
|
2023
Q4 | $733K | Buy |
21,766
+790
| +4% | +$26.6K | 0.24% | 83 |
|
|
2023
Q3 | $574K | Buy |
20,976
+308
| +1% | +$8.43K | 0.22% | 89 |
|
|
2023
Q2 | $593K | Buy |
20,668
+161
| +0.8% | +$4.62K | 0.28% | 72 |
|
|
2023
Q1 | $586K | Buy |
20,507
+51
| +0.2% | +$1.46K | 0.24% | 91 |
|
|
2022
Q4 | $678K | Buy |
20,456
+44
| +0.2% | +$1.46K | 0.28% | 72 |
|
|
2022
Q3 | $616K | Buy |
20,412
+45
| +0.2% | +$1.36K | 0.29% | 69 |
|
|
2022
Q2 | $634K | Sell |
20,367
-447
| -2% | -$13.9K | 0.3% | 66 |
|
|
2022
Q1 | $858K | Buy |
20,814
+68
| +0.3% | +$2.8K | 0.36% | 54 |
|
|
2021
Q4 | $923K | Buy |
20,746
+32
| +0.2% | +$1.42K | 0.37% | 49 |
|
|
2021
Q3 | $879K | Sell |
20,714
-88
| -0.4% | -$3.73K | 0.4% | 47 |
|
|
2021
Q2 | $858K | Buy |
20,802
+311
| +2% | +$12.8K | 0.39% | 45 |
|
|
2021
Q1 | $793K | Sell |
20,491
-250
| -1% | -$9.68K | 0.58% | 30 |
|
|
2020
Q4 | $629K | Buy |
+20,741
| New | +$629K | 0.34% | 54 |
|