Aptus Capital 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
Q2 | $33.6M | Buy |
710,397
+3,834
| +0.5% | +$181K | 0.27% | 65 |
|
|
2025
Q1 | $29.5M | Buy |
706,563
+56,788
| +9% | +$2.37M | 0.3% | 66 |
|
|
2024
Q4 | $28.6M | Buy |
649,775
+177,293
| +38% | +$7.79M | 0.3% | 66 |
|
|
2024
Q3 | $18.7M | Buy |
472,482
+70,107
| +17% | +$2.78M | 0.28% | 83 |
|
|
2024
Q2 | $16M | Buy |
402,375
+74,498
| +23% | +$2.96M | 0.28% | 77 |
|
|
2024
Q1 | $12.4M | Buy |
327,877
+48,996
| +18% | +$1.86M | 0.23% | 82 |
|
|
2023
Q4 | $9.39M | Sell |
278,881
-843
| -0.3% | -$28.4K | 0.26% | 83 |
|
|
2023
Q3 | $7.66M | Buy |
279,724
+335
| +0.1% | +$9.17K | 0.21% | 95 |
|
|
2023
Q2 | $8.02M | Sell |
279,389
-86,915
| -24% | -$2.49M | 0.19% | 91 |
|
|
2023
Q1 | $10.5M | Sell |
366,304
-1,502
| -0.4% | -$43K | 0.28% | 73 |
|
|
2022
Q4 | $12.2M | Sell |
367,806
-11,056
| -3% | -$366K | 0.37% | 55 |
|
|
2022
Q3 | $11.4M | Buy |
378,862
+65,917
| +21% | +$1.99M | 0.28% | 49 |
|
|
2022
Q2 | $9.74M | Buy |
312,945
+49,370
| +19% | +$1.54M | 0.25% | 51 |
|
|
2022
Q1 | $10.9M | Buy |
263,575
+48,572
| +23% | +$2M | 0.27% | 46 |
|
|
2021
Q4 | $9.57M | Buy |
215,003
+25,923
| +14% | +$1.15M | 0.29% | 45 |
|
|
2021
Q3 | $8.03M | Buy |
189,080
+28,172
| +18% | +$1.2M | 0.21% | 41 |
|
|
2021
Q2 | $6.63M | Buy |
160,908
+24,932
| +18% | +$1.03M | 0.19% | 44 |
|
|
2021
Q1 | $5.26M | Buy |
135,976
+11,202
| +9% | +$433K | 0.19% | 45 |
|
|
2020
Q4 | $3.78M | Buy |
124,774
+17,334
| +16% | +$525K | 0.17% | 59 |
|
|
2020
Q3 | $2.59M | Buy |
107,440
+42,792
| +66% | +$1.03M | 0.14% | 76 |
|
|
2020
Q2 | $1.54M | Buy |
64,648
+49,448
| +325% | +$1.17M | 0.1% | 98 |
|
|
2020
Q1 | $322K | Buy |
15,200
+1,579
| +12% | +$33.5K | 0.03% | 209 |
|
|
2019
Q4 | $479K | Buy |
13,621
+142
| +1% | +$4.99K | 0.03% | 225 |
|
|
2019
Q3 | $393K | Buy |
13,479
+470
| +4% | +$13.7K | 0.02% | 251 |
|
|
2019
Q2 | $377K | Buy |
13,009
+250
| +2% | +$7.25K | 0.05% | 258 |
|
|
2019
Q1 | $352K | Buy |
+12,759
| New | +$352K | 0.06% | 231 |
|