Aurora Private Wealth’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 | $1.42M | Sell |
29,932
-1,041
| -3% | -$49.2K | 1.05% | 22 |
|
|
2025
Q1 | $1.29M | Buy |
30,973
+93
| +0.3% | +$3.88K | 1.03% | 24 |
|
|
2024
Q4 | $1.36M | Sell |
30,880
-271
| -0.9% | -$11.9K | 1.02% | 24 |
|
|
2024
Q3 | $1.24M | Sell |
31,151
-2,311
| -7% | -$91.7K | 0.97% | 25 |
|
|
2024
Q2 | $1.33M | Buy |
33,462
+195
| +0.6% | +$7.76K | 1.17% | 21 |
|
|
2024
Q1 | $1.25M | Buy |
33,267
+162
| +0.5% | +$6.08K | 1.08% | 24 |
|
|
2023
Q4 | $1.12M | Sell |
33,105
-271
| -0.8% | -$9.13K | 1.05% | 21 |
|
|
2023
Q3 | $914K | Buy |
33,376
+1,041
| +3% | +$28.5K | 1.01% | 26 |
|
|
2023
Q2 | $928K | Sell |
32,335
-129
| -0.4% | -$3.7K | 1.06% | 24 |
|
|
2023
Q1 | $928K | Buy |
32,464
+85
| +0.3% | +$2.43K | 0.99% | 28 |
|
|
2022
Q4 | $1.07M | Buy |
32,379
+191
| +0.6% | +$6.32K | 1.23% | 21 |
|
|
2022
Q3 | $972K | Hold |
32,188
| – | – | 0.45% | 38 |
|
|
2022
Q2 | $1M | Sell |
32,188
-5,720
| -15% | -$178K | 0.45% | 41 |
|
|
2022
Q1 | $1.56M | Buy |
37,908
+141
| +0.4% | +$5.81K | 0.64% | 27 |
|
|
2021
Q4 | $1.68M | Buy |
37,767
+205
| +0.5% | +$9.12K | 0.73% | 23 |
|
|
2021
Q3 | $1.59M | Sell |
37,562
-28,160
| -43% | -$1.2M | 0.65% | 27 |
|
|
2021
Q2 | $2.71M | Sell |
65,722
-120
| -0.2% | -$4.95K | 1.09% | 17 |
|
|
2021
Q1 | $2.55M | Sell |
65,842
-9,578
| -13% | -$371K | 1.06% | 15 |
|
|
2020
Q4 | $2.29M | Sell |
75,420
-1,902
| -2% | -$57.7K | 0.97% | 17 |
|
|
2020
Q3 | $1.86M | Buy |
77,322
+5,214
| +7% | +$126K | 0.8% | 20 |
|
|
2020
Q2 | $1.71M | Sell |
72,108
-52,154
| -42% | -$1.24M | 0.79% | 21 |
|
|
2020
Q1 | $2.64M | Buy |
124,262
+73,781
| +146% | +$1.57M | 0.93% | 18 |
|
|
2019
Q4 | $1.78M | Buy |
+50,481
| New | +$1.78M | 0.63% | 27 |
|