AIA
Allied Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
310,436
+2,938
| +1% | +$139K | 2.57% | 11 |
|
|
2025
Q1 | $12.8M | Buy |
307,498
+13,056
| +4% | +$545K | 2.43% | 13 |
|
|
2024
Q4 | $12.9M | Sell |
294,442
-1,213
| -0.4% | -$53.3K | 2.61% | 11 |
|
|
2024
Q3 | $11.7M | Buy |
295,655
+2,544
| +0.9% | +$101K | 2.32% | 12 |
|
|
2024
Q2 | $11.7M | Buy |
293,111
+2,636
| +0.9% | +$105K | 2.74% | 11 |
|
|
2024
Q1 | $11M | Buy |
290,475
+9,613
| +3% | +$365K | 2.66% | 15 |
|
|
2023
Q4 | $9.46M | Buy |
280,862
+6,174
| +2% | +$208K | 2.57% | 16 |
|
|
2023
Q3 | $7.52M | Buy |
274,688
+6,907
| +3% | +$189K | 2.25% | 21 |
|
|
2023
Q2 | $7.68M | Buy |
267,781
+24,193
| +10% | +$694K | 2.23% | 27 |
|
|
2023
Q1 | $6.97M | Buy |
243,588
+10,898
| +5% | +$312K | 2.16% | 29 |
|
|
2022
Q4 | $7.71M | Buy |
232,690
+5,695
| +3% | +$189K | 2.41% | 18 |
|
|
2022
Q3 | $6.86M | Buy |
226,995
+9,215
| +4% | +$278K | 2.56% | 16 |
|
|
2022
Q2 | $6.78M | Buy |
217,780
+9,149
| +4% | +$285K | 2.43% | 24 |
|
|
2022
Q1 | $8.6M | Buy |
208,631
+11,852
| +6% | +$489K | 2.8% | 10 |
|
|
2021
Q4 | $8.76M | Sell |
196,779
-2,666
| -1% | -$119K | 3% | 6 |
|
|
2021
Q3 | $8.47M | Sell |
199,445
-574
| -0.3% | -$24.4K | 3.2% | 6 |
|
|
2021
Q2 | $8.25M | Sell |
200,019
-7,162
| -3% | -$295K | 3.11% | 7 |
|
|
2021
Q1 | $8.02M | Buy |
207,181
+5,372
| +3% | +$208K | 3.43% | 8 |
|
|
2020
Q4 | $6.12M | Buy |
201,809
+5,339
| +3% | +$162K | 2.94% | 13 |
|
|
2020
Q3 | $4.73M | Buy |
196,470
+9,806
| +5% | +$236K | 2.55% | 19 |
|
|
2020
Q2 | $4.43M | Buy |
186,664
+175,439
| +1,563% | +$4.17M | 2.55% | 20 |
|
|
2020
Q1 | $238K | Buy |
11,225
+685
| +6% | +$14.5K | 0.17% | 41 |
|
|
2019
Q4 | $371K | Buy |
10,540
+350
| +3% | +$12.3K | 0.22% | 40 |
|
|
2019
Q3 | $297K | Hold |
10,190
| – | – | 0.19% | 41 |
|
|
2019
Q2 | $296K | Buy |
10,190
+860
| +9% | +$25K | 0.2% | 41 |
|
|
2019
Q1 | $257K | Hold |
9,330
| – | – | 0.18% | 41 |
|
|
2018
Q4 | $230K | Sell |
9,330
-300
| -3% | -$7.4K | 0.19% | 39 |
|
|
2018
Q3 | $284K | Hold |
9,630
| – | – | 0.21% | 40 |
|
|
2018
Q2 | $271K | Hold |
9,630
| – | – | 0.22% | 40 |
|
|
2018
Q1 | $289K | Sell |
9,630
-441
| -4% | -$13.2K | 0.24% | 39 |
|
|
2017
Q4 | $297K | Buy |
+10,071
| New | +$297K | 0.25% | 38 |
|