Allen Mooney & Barnes Investment Advisors’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 | $777K | Buy |
16,419
+727
| +5% | +$34.4K | 0.13% | 78 |
|
|
2025
Q1 | $655K | Sell |
15,692
-966
| -6% | -$40.3K | 0.11% | 88 |
|
|
2024
Q4 | $732K | Sell |
16,658
-185
| -1% | -$8.13K | 0.12% | 85 |
|
|
2024
Q3 | $668K | Sell |
16,843
-134
| -0.8% | -$5.32K | 0.11% | 87 |
|
|
2024
Q2 | $675K | Sell |
16,977
-2,112
| -11% | -$84K | 0.12% | 86 |
|
|
2024
Q1 | $694K | Sell |
19,089
-1,464
| -7% | -$53.2K | 0.13% | 84 |
|
|
2023
Q4 | $692K | Buy |
20,553
+1,292
| +7% | +$43.5K | 0.13% | 83 |
|
|
2023
Q3 | $527K | Buy |
19,261
+2,924
| +18% | +$80.1K | 0.11% | 86 |
|
|
2023
Q2 | $469K | Sell |
16,337
-28
| -0.2% | -$803 | 0.1% | 91 |
|
|
2023
Q1 | $468K | Sell |
16,365
-337
| -2% | -$9.64K | 0.11% | 86 |
|
|
2022
Q4 | $553K | Sell |
16,702
-11,395
| -41% | -$377K | 0.13% | 79 |
|
|
2022
Q3 | $849K | Buy |
28,097
+98
| +0.4% | +$2.96K | 0.23% | 66 |
|
|
2022
Q2 | $872K | Sell |
27,999
-59
| -0.2% | -$1.84K | 0.22% | 70 |
|
|
2022
Q1 | $1.16M | Buy |
+28,058
| New | +$1.16M | 0.26% | 67 |
|