Apella Capital’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 | $633K | Buy |
13,008
+536
| +4% | +$26.1K | 0.02% | 268 |
|
|
2025
Q1 | $463K | Buy |
12,472
+1,139
| +10% | +$42.3K | 0.02% | 260 |
|
|
2024
Q4 | $498K | Buy |
11,333
+463
| +4% | +$20.4K | 0.02% | 236 |
|
|
2024
Q3 | $426K | Sell |
10,870
-392
| -3% | -$15.4K | 0.02% | 231 |
|
|
2024
Q2 | $466K | Buy |
11,262
+1,928
| +21% | +$79.9K | 0.02% | 213 |
|
|
2024
Q1 | $352K | Buy |
9,334
+98
| +1% | +$3.7K | 0.02% | 227 |
|
|
2023
Q4 | $312K | Sell |
9,236
-991
| -10% | -$33.5K | 0.02% | 235 |
|
|
2023
Q3 | $280K | Buy |
10,227
+273
| +3% | +$7.47K | 0.02% | 225 |
|
|
2023
Q2 | $286K | Buy |
+9,954
| New | +$286K | 0.02% | 218 |
|
|
2022
Q4 | $320K | Buy |
9,658
+776
| +9% | +$25.7K | 0.03% | 187 |
|
|
2022
Q3 | $268K | Buy |
8,882
+3
| +0% | +$91 | 0.03% | 183 |
|
|
2022
Q2 | $276K | Buy |
8,879
+941
| +12% | +$29.3K | 0.03% | 184 |
|
|
2022
Q1 | $327K | Buy |
7,938
+2,383
| +43% | +$98.2K | 0.05% | 160 |
|
|
2021
Q4 | $247K | Sell |
5,555
-91
| -2% | -$4.05K | 0.03% | 178 |
|
|
2021
Q3 | $240K | Sell |
5,646
-817
| -13% | -$34.7K | 0.03% | 184 |
|
|
2021
Q2 | $266K | Buy |
+6,463
| New | +$266K | 0.04% | 180 |
|