Atria Wealth Solutions’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 | $4.79M | Sell |
100,666
-166,921
| -62% | -$7.94M | 0.11% | 217 |
|
|
2025
Q1 | $11.2M | Sell |
267,587
-54,272
| -17% | -$2.26M | 0.13% | 163 |
|
|
2024
Q4 | $14.1M | Sell |
321,859
-2,884
| -0.9% | -$127K | 0.15% | 141 |
|
|
2024
Q3 | $12.9M | Sell |
324,743
-19,253
| -6% | -$764K | 0.14% | 160 |
|
|
2024
Q2 | $13.7M | Sell |
343,996
-14,676
| -4% | -$584K | 0.15% | 141 |
|
|
2024
Q1 | $13.7M | Buy |
358,672
+11,238
| +3% | +$428K | 0.15% | 144 |
|
|
2023
Q4 | $11.7M | Sell |
347,434
-13,989
| -4% | -$471K | 0.15% | 149 |
|
|
2023
Q3 | $9.9M | Sell |
361,423
-24,404
| -6% | -$668K | 0.14% | 159 |
|
|
2023
Q2 | $11.1M | Sell |
385,827
-26,278
| -6% | -$754K | 0.15% | 140 |
|
|
2023
Q1 | $11.8M | Sell |
412,105
-8,305
| -2% | -$238K | 0.17% | 129 |
|
|
2022
Q4 | $13.9M | Buy |
420,410
+26,765
| +7% | +$886K | 0.22% | 102 |
|
|
2022
Q3 | $11.9M | Sell |
393,645
-17,451
| -4% | -$527K | 0.21% | 106 |
|
|
2022
Q2 | $13.4M | Buy |
411,096
+88,425
| +27% | +$2.88M | 0.25% | 82 |
|
|
2022
Q1 | $13.3M | Buy |
+322,671
| New | +$13.3M | 0.22% | 97 |
|