Altrius Capital Management’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 | $5.51M | Sell |
116,347
-1,189
| -1% | -$56.3K | 1.29% | 32 |
|
|
2025
Q1 | $4.9M | Sell |
117,536
-1,255
| -1% | -$52.4K | 1.19% | 43 |
|
|
2024
Q4 | $5.22M | Sell |
118,791
-3,010
| -2% | -$132K | 1.4% | 33 |
|
|
2024
Q3 | $4.83M | Sell |
121,801
-1,540
| -1% | -$61.1K | 1.21% | 44 |
|
|
2024
Q2 | $4.91M | Sell |
123,341
-207
| -0.2% | -$8.23K | 1.29% | 28 |
|
|
2024
Q1 | $4.68M | Buy |
123,548
+8,774
| +8% | +$333K | 1.18% | 36 |
|
|
2023
Q4 | $3.86M | Buy |
114,774
+1,211
| +1% | +$40.8K | 1.08% | 45 |
|
|
2023
Q3 | $3.11M | Buy |
113,563
+1,827
| +2% | +$50K | 0.92% | 67 |
|
|
2023
Q2 | $3.21M | Buy |
111,736
+3,267
| +3% | +$93.7K | 0.95% | 57 |
|
|
2023
Q1 | $3.1M | Buy |
108,469
+15,882
| +17% | +$454K | 0.95% | 63 |
|
|
2022
Q4 | $3.07M | Buy |
92,587
+279
| +0.3% | +$9.24K | 0.96% | 57 |
|
|
2022
Q3 | $2.79M | Sell |
92,308
-27,661
| -23% | -$835K | 1.06% | 55 |
|
|
2022
Q2 | $3.73M | Buy |
+119,969
| New | +$3.73M | 1.21% | 51 |
|