Alliance Wealth Advisors (Pennsylvania)’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 | $677K | Buy |
14,307
+328
| +2% | +$15.5K | 0.35% | 46 |
|
|
2025
Q1 | $583K | Sell |
13,979
-325
| -2% | -$13.6K | 0.33% | 50 |
|
|
2024
Q4 | $629K | Sell |
14,304
-123
| -0.9% | -$5.41K | 0.35% | 56 |
|
|
2024
Q3 | $572K | Sell |
14,427
-1,267
| -8% | -$50.3K | 0.33% | 57 |
|
|
2024
Q2 | $624K | Sell |
15,694
-150
| -0.9% | -$5.97K | 0.39% | 53 |
|
|
2024
Q1 | $601K | Sell |
15,844
-652
| -4% | -$24.7K | 0.38% | 53 |
|
|
2023
Q4 | $555K | Sell |
16,496
-196
| -1% | -$6.6K | 0.37% | 53 |
|
|
2023
Q3 | $457K | Sell |
16,692
-117
| -0.7% | -$3.2K | 0.33% | 59 |
|
|
2023
Q2 | $482K | Buy |
16,809
+356
| +2% | +$10.2K | 0.34% | 59 |
|
|
2023
Q1 | $471K | Buy |
16,453
+1,125
| +7% | +$32.2K | 0.35% | 57 |
|
|
2022
Q4 | $508K | Sell |
15,328
-1,400
| -8% | -$46.4K | 0.42% | 51 |
|
|
2022
Q3 | $505K | Buy |
16,728
+67
| +0.4% | +$2.02K | 0.47% | 47 |
|
|
2022
Q2 | $519K | Sell |
16,661
-1,668
| -9% | -$52K | 0.45% | 51 |
|
|
2022
Q1 | $756K | Sell |
18,329
-54
| -0.3% | -$2.23K | 0.63% | 41 |
|
|
2021
Q4 | $818K | Buy |
18,383
+62
| +0.3% | +$2.76K | 0.67% | 37 |
|
|
2021
Q3 | $778K | Buy |
18,321
+54
| +0.3% | +$2.29K | 0.69% | 35 |
|
|
2021
Q2 | $753K | Sell |
18,267
-827
| -4% | -$34.1K | 0.68% | 39 |
|
|
2021
Q1 | $739K | Sell |
19,094
-1,000
| -5% | -$38.7K | 0.73% | 36 |
|
|
2020
Q4 | $609K | Buy |
+20,094
| New | +$609K | 0.64% | 42 |
|