Allen Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $254K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $542K | Hold |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $323K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $765K | Buy |
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