Arkadios 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 | $8.39M | Buy |
177,269
+54,027
| +44% | +$2.56M | 0.25% | 78 |
|
|
2025
Q1 | $5.14M | Buy |
123,242
+13,858
| +13% | +$578K | 0.19% | 119 |
|
|
2024
Q4 | $4.81M | Sell |
109,384
-3,080
| -3% | -$135K | 0.26% | 82 |
|
|
2024
Q3 | $4.46M | Buy |
112,464
+4,192
| +4% | +$166K | 0.25% | 88 |
|
|
2024
Q2 | $4.31M | Buy |
108,272
+74,041
| +216% | +$2.94M | 0.29% | 68 |
|
|
2024
Q1 | $1.3M | Sell |
34,231
-8,997
| -21% | -$341K | 0.1% | 191 |
|
|
2023
Q4 | $1.46M | Sell |
43,228
-25,475
| -37% | -$858K | 0.12% | 173 |
|
|
2023
Q3 | $1.88M | Buy |
68,703
+23,327
| +51% | +$639K | 0.18% | 132 |
|
|
2023
Q2 | $1.3M | Buy |
45,376
+4,231
| +10% | +$121K | 0.15% | 152 |
|
|
2023
Q1 | $1.18M | Buy |
41,145
+2,405
| +6% | +$68.8K | 0.14% | 165 |
|
|
2022
Q4 | $1.28M | Buy |
38,740
+10,004
| +35% | +$331K | 0.17% | 145 |
|
|
2022
Q3 | $868K | Buy |
28,736
+1,845
| +7% | +$55.7K | 0.13% | 178 |
|
|
2022
Q2 | $837K | Buy |
26,891
+970
| +4% | +$30.2K | 0.12% | 194 |
|
|
2022
Q1 | $1.07M | Buy |
25,921
+2,929
| +13% | +$121K | 0.14% | 173 |
|
|
2021
Q4 | $1.02M | Buy |
22,992
+649
| +3% | +$28.9K | 0.14% | 173 |
|
|
2021
Q3 | $948K | Sell |
22,343
-3,047
| -12% | -$129K | 0.14% | 170 |
|
|
2021
Q2 | $1.05M | Buy |
25,390
+2,251
| +10% | +$92.7K | 0.13% | 188 |
|
|
2021
Q1 | $895K | Buy |
23,139
+4,056
| +21% | +$157K | 0.15% | 165 |
|
|
2020
Q4 | $578K | Buy |
19,083
+4,075
| +27% | +$123K | 0.12% | 178 |
|
|
2020
Q3 | $364K | Sell |
15,008
-398
| -3% | -$9.65K | 0.18% | 119 |
|
|
2020
Q2 | $372K | Sell |
15,406
-252
| -2% | -$6.08K | 0.21% | 116 |
|
|
2020
Q1 | $332K | Sell |
15,658
-1,004
| -6% | -$21.3K | 0.21% | 112 |
|
|
2019
Q4 | $582K | Buy |
+16,662
| New | +$582K | 0.35% | 71 |
|