Angeles Investment Advisors’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
Q1 | – | Sell |
-11,409
| Closed | -$501K | – | 57 |
|
|
2024
Q4 | $501K | Sell |
11,409
-359
| -3% | -$15.8K | 0.02% | 92 |
|
|
2024
Q3 | $467K | Hold |
11,768
| – | – | 0.02% | 109 |
|
|
2024
Q2 | $468K | Sell |
11,768
-5,958
| -34% | -$237K | 0.02% | 111 |
|
|
2024
Q1 | $672K | Buy |
17,726
+2,224
| +14% | +$84.3K | 0.04% | 74 |
|
|
2023
Q4 | $522K | Buy |
15,502
+464
| +3% | +$15.6K | 0.03% | 94 |
|
|
2023
Q3 | $412K | Sell |
15,038
-1,770
| -11% | -$48.5K | 0.03% | 105 |
|
|
2023
Q2 | $482K | Buy |
16,808
+2,336
| +16% | +$67K | 0.04% | 68 |
|
|
2023
Q1 | $414K | Buy |
14,472
+3,454
| +31% | +$98.8K | 0.03% | 77 |
|
|
2022
Q4 | $365K | Buy |
+11,018
| New | +$365K | 0.03% | 60 |
|
|
2022
Q3 | – | Sell |
-10,075
| Closed | -$314K | – | 54 |
|
|
2022
Q2 | $314K | Hold |
10,075
| – | – | 0.03% | 65 |
|
|
2022
Q1 | $415K | Sell |
10,075
-3,731
| -27% | -$154K | 0.03% | 54 |
|
|
2021
Q4 | $614K | Buy |
13,806
+1,535
| +13% | +$68.3K | 0.03% | 106 |
|
|
2021
Q3 | $521K | Buy |
+12,271
| New | +$521K | 0.03% | 102 |
|
|
2020
Q1 | – | Sell |
-16,230
| Closed | -$572K | – | 93 |
|
|
2019
Q4 | $572K | Buy |
16,230
+2,515
| +18% | +$88.6K | 0.12% | 51 |
|
|
2019
Q3 | $400K | Buy |
13,715
+5,031
| +58% | +$147K | 0.09% | 51 |
|
|
2019
Q2 | $252K | Buy |
+8,684
| New | +$252K | 0.06% | 57 |
|