Arbor Trust Wealth 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 | $321K | Sell |
6,775
-1,100
| -14% | -$52.1K | 0.16% | 72 |
|
|
2025
Q1 | $329K | Sell |
7,875
-1,300
| -14% | -$54.2K | 0.15% | 78 |
|
|
2024
Q4 | $403K | Sell |
9,175
-683
| -7% | -$30K | 0.19% | 69 |
|
|
2024
Q3 | $392K | Hold |
9,858
| – | – | 0.21% | 71 |
|
|
2024
Q2 | $392K | Buy |
9,858
+126
| +1% | +$5.02K | 0.21% | 71 |
|
|
2024
Q1 | $357K | Buy |
9,732
+500
| +5% | +$18.3K | 0.2% | 76 |
|
|
2023
Q4 | $311K | Sell |
9,232
-350
| -4% | -$11.8K | 0.19% | 76 |
|
|
2023
Q3 | $262K | Sell |
9,582
-160
| -2% | -$4.38K | 0.17% | 75 |
|
|
2023
Q2 | $280K | Buy |
9,742
+1,134
| +13% | +$32.5K | 0.18% | 77 |
|
|
2023
Q1 | $246K | Hold |
8,608
| – | – | 0.16% | 84 |
|
|
2022
Q4 | $285K | Buy |
8,608
+1,525
| +22% | +$50.5K | 0.2% | 79 |
|
|
2022
Q3 | $215K | Sell |
7,083
-625
| -8% | -$19K | 0.16% | 88 |
|
|
2022
Q2 | $240K | Buy |
7,708
+23
| +0.3% | +$716 | 0.17% | 89 |
|
|
2022
Q1 | $317K | Buy |
7,685
+100
| +1% | +$4.13K | 0.19% | 81 |
|
|
2021
Q4 | $337K | Hold |
7,585
| – | – | 0.19% | 78 |
|
|
2021
Q3 | $322K | Sell |
7,585
-775
| -9% | -$32.9K | 0.2% | 78 |
|
|
2021
Q2 | $345K | Buy |
8,360
+1,300
| +18% | +$53.6K | 0.22% | 76 |
|
|
2021
Q1 | $272K | Buy |
+7,060
| New | +$272K | 0.18% | 80 |
|