Allied Investment Advisors’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 | $14.7M | Buy |
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|
2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $9.46M | Buy |
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|
2023
Q3 | $7.52M | Buy |
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|
2023
Q2 | $7.68M | Buy |
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|
2023
Q1 | $6.97M | Buy |
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|
2022
Q4 | $7.71M | Buy |
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|
2022
Q3 | $6.86M | Buy |
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|
2022
Q2 | $6.78M | Buy |
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|
2022
Q1 | $8.6M | Buy |
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|
2021
Q4 | $8.76M | Sell |
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|
2021
Q3 | $8.47M | Sell |
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|
2021
Q2 | $8.25M | Sell |
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|
2021
Q1 | $8.02M | Buy |
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|
2020
Q4 | $6.12M | Buy |
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|
2020
Q3 | $4.73M | Buy |
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|
2020
Q2 | $4.43M | Buy |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $297K | Hold |
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|
2019
Q2 | $296K | Buy |
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|
2019
Q1 | $257K | Hold |
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|
2018
Q4 | $230K | Sell |
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|
2018
Q3 | $284K | Hold |
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|
2018
Q2 | $271K | Hold |
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|
2018
Q1 | $289K | Sell |
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|
2017
Q4 | $297K | Buy |
|