Archford Capital Strategies’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 | $359K | Buy |
7,580
+1,134
| +18% | +$53.7K | 0.05% | 251 |
|
|
2025
Q1 | $269K | Sell |
6,446
-1,714
| -21% | -$71.5K | 0.04% | 259 |
|
|
2024
Q4 | $359K | Buy |
8,160
+52
| +0.6% | +$2.29K | 0.05% | 213 |
|
|
2024
Q3 | $340K | Buy |
8,108
+1,300
| +19% | +$54.5K | 0.05% | 207 |
|
|
2024
Q2 | $271K | Buy |
+6,808
| New | +$271K | 0.04% | 226 |
|
|
2019
Q3 | – | Sell |
-5,510
| Closed | -$160K | – | 243 |
|
|
2019
Q2 | $160K | Hold |
5,510
| – | – | 0.06% | 216 |
|
|
2019
Q1 | $152K | Buy |
5,510
+1,614
| +41% | +$44.5K | 0.06% | 221 |
|
|
2018
Q4 | $96K | Sell |
3,896
-1,000
| -20% | -$24.6K | 0.04% | 229 |
|
|
2018
Q3 | $144K | Sell |
4,896
-1,838
| -27% | -$54.1K | 0.05% | 222 |
|
|
2018
Q2 | $190K | Buy |
6,734
+450
| +7% | +$12.7K | 0.07% | 209 |
|
|
2018
Q1 | $186K | Buy |
+6,284
| New | +$186K | 0.08% | 114 |
|
|
2017
Q2 | – | Sell |
-5,284
| Closed | -$125K | – | 235 |
|
|
2017
Q1 | $125K | Buy |
+5,284
| New | +$125K | 0.05% | 220 |
|
|
2016
Q4 | – | Sell |
-2,356
| Closed | -$36K | – | 647 |
|
|
2016
Q3 | $36K | Sell |
2,356
-424
| -15% | -$6.48K | 0.01% | 285 |
|
|
2016
Q2 | $37K | Buy |
+2,780
| New | +$37K | 0.02% | 276 |
|
|
2016
Q1 | – | Sell |
-3,961
| Closed | -$67K | – | 216 |
|
|
2015
Q4 | $67K | Buy |
3,961
+4
| +0.1% | +$68 | 0.03% | 237 |
|
|
2015
Q3 | $62K | Buy |
3,957
+630
| +19% | +$9.87K | 0.05% | 177 |
|
|
2015
Q2 | $57K | Buy |
3,327
+3
| +0.1% | +$51 | 0.04% | 185 |
|
|
2015
Q1 | $51.2K | Sell |
3,324
-142
| -4% | -$2.19K | 0.04% | 206 |
|
|
2014
Q4 | $62K | Buy |
3,466
+149
| +4% | +$2.67K | 0.05% | 188 |
|
|
2014
Q3 | $57K | Sell |
3,317
-20
| -0.6% | -$344 | 0.05% | 199 |
|
|
2014
Q2 | $51.3K | Sell |
3,337
-350
| -9% | -$5.38K | 0.04% | 215 |
|
|
2014
Q1 | $63.4K | Buy |
+3,687
| New | +$63.4K | 0.05% | 195 |
|