Aspen Investment Management’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 | $1.64M | Sell |
34,620
-100
| -0.3% | -$4.73K | 0.69% | 44 |
|
|
2025
Q1 | $1.45M | Buy |
34,720
+370
| +1% | +$15.4K | 0.67% | 49 |
|
|
2024
Q4 | $1.51M | Hold |
34,350
| – | – | 0.7% | 43 |
|
|
2024
Q3 | $1.36M | Sell |
34,350
-573
| -2% | -$22.7K | 0.64% | 48 |
|
|
2024
Q2 | $1.39M | Sell |
34,923
-629
| -2% | -$25K | 0.69% | 47 |
|
|
2024
Q1 | $1.35M | Sell |
35,552
-400
| -1% | -$15.2K | 0.68% | 45 |
|
|
2023
Q4 | $1.21M | Sell |
35,952
-54
| -0.1% | -$1.82K | 0.68% | 46 |
|
|
2023
Q3 | $985K | Buy |
36,006
+1,825
| +5% | +$49.9K | 0.6% | 50 |
|
|
2023
Q2 | $981K | Buy |
34,181
+20
| +0.1% | +$574 | 0.58% | 56 |
|
|
2023
Q1 | $977K | Sell |
34,161
-1,080
| -3% | -$30.9K | 0.62% | 53 |
|
|
2022
Q4 | $1.17M | Sell |
35,241
-1,145
| -3% | -$37.9K | 0.76% | 40 |
|
|
2022
Q3 | $1.1M | Sell |
36,386
-800
| -2% | -$24.2K | 0.73% | 44 |
|
|
2022
Q2 | $1.16M | Sell |
37,186
-5,375
| -13% | -$167K | 0.72% | 46 |
|
|
2022
Q1 | $1.75M | Buy |
42,561
+2,854
| +7% | +$118K | 0.92% | 30 |
|
|
2021
Q4 | $1.77M | Buy |
39,707
+975
| +3% | +$43.4K | 0.87% | 30 |
|
|
2021
Q3 | $1.64M | Buy |
38,732
+1,459
| +4% | +$61.9K | 0.87% | 35 |
|
|
2021
Q2 | $1.54M | Sell |
37,273
-26
| -0.1% | -$1.07K | 0.8% | 39 |
|
|
2021
Q1 | $1.44M | Buy |
37,299
+927
| +3% | +$35.9K | 0.8% | 40 |
|
|
2020
Q4 | $1.1M | Buy |
36,372
+2,249
| +7% | +$68.1K | 0.65% | 53 |
|
|
2020
Q3 | $822K | Buy |
34,123
+760
| +2% | +$18.3K | 0.55% | 63 |
|
|
2020
Q2 | $792K | Sell |
33,363
-525
| -2% | -$12.5K | 0.57% | 59 |
|
|
2020
Q1 | $719K | Sell |
33,888
-2,730
| -7% | -$57.9K | 0.62% | 52 |
|
|
2019
Q4 | $1.29M | Buy |
36,618
+200
| +0.5% | +$7.05K | 0.8% | 37 |
|
|
2019
Q3 | $1.06M | Buy |
36,418
+400
| +1% | +$11.7K | 0.71% | 45 |
|
|
2019
Q2 | $1.05M | Buy |
36,018
+50
| +0.1% | +$1.45K | 0.69% | 50 |
|
|
2019
Q1 | $992K | Hold |
35,968
| – | – | 0.69% | 48 |
|
|
2018
Q4 | $886K | Buy |
35,968
+3,000
| +9% | +$73.9K | 0.71% | 46 |
|
|
2018
Q3 | $971K | Buy |
32,968
+500
| +2% | +$14.7K | 0.64% | 46 |
|
|
2018
Q2 | $915K | Buy |
32,468
+950
| +3% | +$26.8K | 0.63% | 49 |
|
|
2018
Q1 | $945K | Buy |
31,518
+1,775
| +6% | +$53.2K | 0.68% | 45 |
|
|
2017
Q4 | $878K | Sell |
29,743
-2,500
| -8% | -$73.8K | 0.62% | 44 |
|
|
2017
Q3 | $817K | Hold |
32,243
| – | – | 0.61% | 46 |
|
|
2017
Q2 | $782K | Hold |
32,243
| – | – | 0.59% | 43 |
|
|
2017
Q1 | $761K | Hold |
32,243
| – | – | 0.56% | 44 |
|
|
2016
Q4 | $713K | Sell |
32,243
-300
| -0.9% | -$6.63K | 0.54% | 46 |
|
|
2016
Q3 | $509K | Hold |
32,543
| – | – | 0.4% | 61 |
|
|
2016
Q2 | $432K | Buy |
32,543
+5,450
| +20% | +$72.3K | 0.36% | 70 |
|
|
2016
Q1 | $367K | Buy |
27,093
+875
| +3% | +$11.9K | 0.34% | 71 |
|
|
2015
Q4 | $441K | Sell |
26,218
-1,500
| -5% | -$25.2K | 0.44% | 63 |
|
|
2015
Q3 | $431K | Sell |
27,718
-490
| -2% | -$7.62K | 0.42% | 65 |
|
|
2015
Q2 | $481K | Hold |
28,208
| – | – | 0.4% | 68 |
|
|
2015
Q1 | $434K | Sell |
28,208
-75
| -0.3% | -$1.15K | 0.35% | 72 |
|
|
2014
Q4 | $506K | Buy |
28,283
+25
| +0.1% | +$447 | 0.43% | 67 |
|
|
2014
Q3 | $482K | Sell |
28,258
-18,410
| -39% | -$314K | 0.4% | 65 |
|
|
2014
Q2 | $717K | Buy |
46,668
+225
| +0.5% | +$3.46K | 0.44% | 70 |
|
|
2014
Q1 | $799K | Buy |
46,443
+580
| +1% | +$9.98K | 0.51% | 65 |
|
|
2013
Q4 | $714K | Sell |
45,863
-2,025
| -4% | -$31.5K | 0.48% | 71 |
|
|
2013
Q3 | $661K | Sell |
47,888
-80
| -0.2% | -$1.1K | 0.47% | 73 |
|
|
2013
Q2 | $617K | Buy |
+47,968
| New | +$617K | 0.42% | 73 |
|