AIA
Arbor Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
8,226
+5
| +0.1% | +$237 | 0.05% | 71 |
|
|
2025
Q1 | $343K | Sell |
8,221
-729
| -8% | -$30.4K | 0.05% | 68 |
|
|
2024
Q4 | $393K | Sell |
8,950
-4,924
| -35% | -$216K | 0.06% | 62 |
|
|
2024
Q3 | $551K | Buy |
13,874
+4,991
| +56% | +$198K | 0.07% | 61 |
|
|
2024
Q2 | $353K | Sell |
8,883
-5,083
| -36% | -$202K | 0.05% | 64 |
|
|
2024
Q1 | $530K | Hold |
13,966
| – | – | 0.08% | 59 |
|
|
2023
Q4 | $470K | Sell |
13,966
-9,996
| -42% | -$337K | 0.07% | 60 |
|
|
2023
Q3 | $656K | Sell |
23,962
-298
| -1% | -$8.16K | 0.11% | 48 |
|
|
2023
Q2 | $696K | Buy |
24,260
+5
| +0% | +$143 | 0.12% | 47 |
|
|
2023
Q1 | $694K | Buy |
24,255
+5
| +0% | +$143 | 0.13% | 47 |
|
|
2022
Q4 | $803K | Buy |
24,250
+15,106
| +165% | +$500K | 0.16% | 44 |
|
|
2022
Q3 | $276K | Sell |
9,144
-10,189
| -53% | -$308K | 0.07% | 56 |
|
|
2022
Q2 | $602K | Sell |
19,333
-995
| -5% | -$31K | 0.13% | 47 |
|
|
2022
Q1 | $838K | Buy |
20,328
+1,008
| +5% | +$41.6K | 0.16% | 38 |
|
|
2021
Q4 | $860K | Buy |
19,320
+7
| +0% | +$312 | 0.16% | 40 |
|
|
2021
Q3 | $820K | Buy |
19,313
+8
| +0% | +$340 | 0.17% | 38 |
|
|
2021
Q2 | $796K | Buy |
19,305
+4
| +0% | +$165 | 0.17% | 39 |
|
|
2021
Q1 | $747K | Buy |
19,301
+312
| +2% | +$12.1K | 0.17% | 42 |
|
|
2020
Q4 | $576K | Sell |
18,989
-1
| -0% | -$30 | 0.13% | 45 |
|
|
2020
Q3 | $457K | Buy |
18,990
+3,421
| +22% | +$82.3K | 0.12% | 51 |
|
|
2020
Q2 | $370K | Sell |
15,569
-3,195
| -17% | -$75.9K | 0.1% | 58 |
|
|
2020
Q1 | $398K | Buy |
18,764
+13
| +0.1% | +$276 | 0.13% | 45 |
|
|
2019
Q4 | $660K | Sell |
18,751
-9
| -0% | -$317 | 0.19% | 39 |
|
|
2019
Q3 | $547K | Buy |
18,760
+9
| +0% | +$262 | 0.17% | 43 |
|
|
2019
Q2 | $544K | Buy |
18,751
+8
| +0% | +$232 | 0.17% | 38 |
|
|
2019
Q1 | $517K | Buy |
18,743
+5,008
| +36% | +$138K | 0.16% | 35 |
|
|
2018
Q4 | $338K | Sell |
13,735
-2,000
| -13% | -$49.2K | 0.12% | 38 |
|
|
2018
Q3 | $464K | Buy |
15,735
+95
| +0.6% | +$2.8K | 0.17% | 33 |
|
|
2018
Q2 | $441K | Buy |
15,640
+6
| +0% | +$169 | 0.17% | 31 |
|
|
2018
Q1 | $469K | Sell |
15,634
-275
| -2% | -$8.25K | 0.2% | 29 |
|
|
2017
Q4 | $470K | Buy |
15,909
+531
| +3% | +$15.7K | 0.21% | 29 |
|
|
2017
Q3 | $390K | Buy |
15,378
+1,050
| +7% | +$26.6K | 0.18% | 31 |
|
|
2017
Q2 | $348K | Buy |
14,328
+46
| +0.3% | +$1.12K | 0.17% | 32 |
|
|
2017
Q1 | $337K | Sell |
14,282
-495
| -3% | -$11.7K | 0.17% | 32 |
|
|
2016
Q4 | $327K | Buy |
14,777
+136
| +0.9% | +$3.01K | 0.18% | 33 |
|
|
2016
Q3 | $229K | Buy |
14,641
+9
| +0.1% | +$141 | 0.13% | 38 |
|
|
2016
Q2 | $194K | Buy |
14,632
+6
| +0% | +$80 | 0.11% | 43 |
|
|
2016
Q1 | $198K | Buy |
14,626
+7
| +0% | +$95 | 0.12% | 36 |
|
|
2015
Q4 | $246K | Buy |
14,619
+6
| +0% | +$101 | 0.15% | 33 |
|
|
2015
Q3 | $228K | Buy |
14,613
+650
| +5% | +$10.1K | 0.14% | 35 |
|
|
2015
Q2 | $238K | Sell |
13,963
-540
| -4% | -$9.2K | 0.13% | 36 |
|
|
2015
Q1 | $223K | Buy |
14,503
+2,999
| +26% | +$46.1K | 0.12% | 39 |
|
|
2014
Q4 | $206K | Sell |
11,504
-133
| -1% | -$2.38K | 0.12% | 44 |
|
|
2014
Q3 | $198K | Buy |
11,637
+408
| +4% | +$6.94K | 0.11% | 43 |
|
|
2014
Q2 | $173K | Buy |
11,229
+2
| +0% | +$31 | 0.09% | 53 |
|
|
2014
Q1 | $193K | Buy |
11,227
+1
| +0% | +$17 | 0.11% | 53 |
|
|
2013
Q4 | $175K | Buy |
11,226
+2
| +0% | +$31 | 0.11% | 39 |
|
|
2013
Q3 | $155K | Sell |
11,224
-2,009
| -15% | -$27.7K | 0.1% | 38 |
|
|
2013
Q2 | $170K | Buy |
+13,233
| New | +$170K | 0.12% | 38 |
|