Almanack Investment Partners’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 | $319K | Buy |
6,745
+936
| +16% | +$44.3K | 0.05% | 159 |
|
|
2025
Q1 | $242K | Sell |
5,809
-3,582
| -38% | -$149K | 0.05% | 131 |
|
|
2024
Q4 | $413K | Sell |
9,391
-4
| -0% | -$176 | 0.06% | 123 |
|
|
2024
Q3 | $373K | Buy |
9,395
+608
| +7% | +$24.1K | 0.06% | 127 |
|
|
2024
Q2 | $349K | Buy |
8,787
+141
| +2% | +$5.61K | 0.06% | 128 |
|
|
2024
Q1 | $328K | Buy |
8,646
+762
| +10% | +$28.9K | 0.06% | 138 |
|
|
2023
Q4 | $265K | Buy |
+7,884
| New | +$265K | 0.05% | 135 |
|
|
2023
Q3 | – | Sell |
-7,736
| Closed | -$222K | – | 162 |
|
|
2023
Q2 | $222K | Buy |
+7,736
| New | +$222K | 0.04% | 154 |
|
|
2023
Q1 | – | Sell |
-7,671
| Closed | -$254K | – | 167 |
|
|
2022
Q4 | $254K | Sell |
7,671
-2,013
| -21% | -$66.7K | 0.05% | 144 |
|
|
2022
Q3 | $292K | Sell |
9,684
-8,968
| -48% | -$270K | 0.06% | 108 |
|
|
2022
Q2 | $581K | Sell |
18,652
-289
| -2% | -$9K | 0.06% | 199 |
|
|
2022
Q1 | $781K | Buy |
18,941
+311
| +2% | +$12.8K | 0.07% | 184 |
|
|
2021
Q4 | $829K | Sell |
18,630
-867
| -4% | -$38.6K | 0.07% | 175 |
|
|
2021
Q3 | $828K | Buy |
19,497
+4,422
| +29% | +$188K | 0.07% | 181 |
|
|
2021
Q2 | $622K | Sell |
15,075
-196
| -1% | -$8.09K | 0.06% | 191 |
|
|
2021
Q1 | $591K | Sell |
15,271
-1,809
| -11% | -$70K | 0.06% | 201 |
|
|
2020
Q4 | $518K | Buy |
17,080
+2,099
| +14% | +$63.7K | 0.06% | 202 |
|
|
2020
Q3 | $414K | Buy |
14,981
+2,187
| +17% | +$60.4K | 0.05% | 242 |
|
|
2020
Q2 | $304K | Buy |
12,794
+1,119
| +10% | +$26.6K | 0.05% | 181 |
|
|
2020
Q1 | $248K | Sell |
11,675
-7,934
| -40% | -$169K | 0.05% | 205 |
|
|
2019
Q4 | $691K | Sell |
19,609
-13,252
| -40% | -$467K | 0.13% | 80 |
|
|
2019
Q3 | $959K | Buy |
32,861
+596
| +2% | +$17.4K | 0.19% | 75 |
|
|
2019
Q2 | $936K | Buy |
32,265
+245
| +0.8% | +$7.11K | 0.22% | 59 |
|
|
2019
Q1 | $883K | Buy |
32,020
+4,745
| +17% | +$131K | 0.25% | 48 |
|
|
2018
Q4 | $672K | Sell |
27,275
-189
| -0.7% | -$4.66K | 0.2% | 66 |
|
|
2018
Q3 | $784K | Buy |
27,464
+10,631
| +63% | +$303K | 0.21% | 64 |
|
|
2018
Q2 | $475K | Buy |
16,833
+2,357
| +16% | +$66.5K | 0.21% | 44 |
|
|
2018
Q1 | $434K | Buy |
+14,476
| New | +$434K | 0.17% | 53 |
|