Aspen Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.71M | Sell |
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|
2025
Q2 | $1.64M | Sell |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.51M | Hold |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $985K | Buy |
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|
2023
Q2 | $981K | Buy |
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|
2023
Q1 | $977K | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.54M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $822K | Buy |
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|
2020
Q2 | $792K | Sell |
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|
2020
Q1 | $719K | Sell |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $992K | Hold |
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|
2018
Q4 | $886K | Buy |
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|
2018
Q3 | $971K | Buy |
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|
2018
Q2 | $915K | Buy |
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|
2018
Q1 | $945K | Buy |
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|
2017
Q4 | $878K | Sell |
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|
2017
Q3 | $817K | Hold |
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|
2017
Q2 | $782K | Hold |
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|
2017
Q1 | $761K | Hold |
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|
2016
Q4 | $713K | Sell |
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|
2016
Q3 | $509K | Hold |
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|
2016
Q2 | $432K | Buy |
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|
2016
Q1 | $367K | Buy |
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|
2015
Q4 | $441K | Sell |
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|
2015
Q3 | $431K | Sell |
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|
2015
Q2 | $481K | Hold |
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|
2015
Q1 | $434K | Sell |
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|
2014
Q4 | $506K | Buy |
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|
2014
Q3 | $482K | Sell |
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|
2014
Q2 | $717K | Buy |
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|
2014
Q1 | $799K | Buy |
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|
2013
Q4 | $714K | Sell |
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|
2013
Q3 | $661K | Sell |
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|
2013
Q2 | $617K | Buy |
|