Apollon Wealth 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 | $8.85M | Buy |
187,070
+4,108
| +2% | +$194K | 0.17% | 114 |
|
|
2025
Q1 | $7.63M | Buy |
182,962
+21,587
| +13% | +$901K | 0.17% | 121 |
|
|
2024
Q4 | $7.09M | Buy |
161,375
+15,073
| +10% | +$662K | 0.16% | 112 |
|
|
2024
Q3 | $5.81M | Sell |
146,302
-3,941
| -3% | -$156K | 0.16% | 110 |
|
|
2024
Q2 | $5.98M | Buy |
150,243
+11,748
| +8% | +$467K | 0.18% | 103 |
|
|
2024
Q1 | $5.25M | Buy |
138,495
+4,315
| +3% | +$164K | 0.17% | 113 |
|
|
2023
Q4 | $4.52M | Buy |
134,180
+41,728
| +45% | +$1.4M | 0.16% | 121 |
|
|
2023
Q3 | $2.53M | Sell |
92,452
-7,262
| -7% | -$199K | 0.13% | 151 |
|
|
2023
Q2 | $2.86M | Buy |
99,714
+2,497
| +3% | +$71.6K | 0.14% | 155 |
|
|
2023
Q1 | $2.78M | Sell |
97,217
-6,129
| -6% | -$175K | 0.17% | 126 |
|
|
2022
Q4 | $3.42M | Buy |
103,346
+6,764
| +7% | +$224K | 0.24% | 89 |
|
|
2022
Q3 | $2.92M | Buy |
96,582
+13,061
| +16% | +$394K | 0.24% | 89 |
|
|
2022
Q2 | $2.6M | Buy |
83,521
+7,462
| +10% | +$232K | 0.22% | 100 |
|
|
2022
Q1 | $3.14M | Buy |
76,059
+68,554
| +913% | +$2.83M | 0.22% | 95 |
|
|
2021
Q4 | $334K | Sell |
7,505
-7,288
| -49% | -$324K | 0.03% | 559 |
|
|
2021
Q3 | $628K | Buy |
14,793
+451
| +3% | +$19.1K | 0.09% | 226 |
|
|
2021
Q2 | $591K | Buy |
14,342
+658
| +5% | +$27.1K | 0.11% | 197 |
|
|
2021
Q1 | $529K | Buy |
13,684
+310
| +2% | +$12K | 0.1% | 192 |
|
|
2020
Q4 | $405K | Buy |
+13,374
| New | +$405K | 0.11% | 134 |
|
|
2020
Q3 | – | Sell |
-5,947
| Closed | -$141K | – | 201 |
|
|
2020
Q2 | $141K | Buy |
+5,947
| New | +$141K | 0.08% | 145 |
|