Autumn Glory Partners’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 | $812K | Hold |
17,154
| – | – | 0.38% | 73 |
|
|
2025
Q1 | $716K | Hold |
17,154
| – | – | 0.36% | 84 |
|
|
2024
Q4 | $754K | Buy |
17,154
+1,432
| +9% | +$62.9K | 0.37% | 76 |
|
|
2024
Q3 | $624K | Hold |
15,722
| – | – | 0.24% | 109 |
|
|
2024
Q2 | $625K | Sell |
15,722
-20,635
| -57% | -$821K | 0.32% | 84 |
|
|
2024
Q1 | $1.38M | Buy |
36,357
+20,635
| +131% | +$782K | 0.67% | 47 |
|
|
2023
Q4 | $507K | Hold |
15,722
| – | – | 0.29% | 88 |
|
|
2023
Q3 | $479K | Buy |
15,722
+866
| +6% | +$26.4K | 0.29% | 87 |
|
|
2023
Q2 | $426K | Sell |
14,856
-1,760
| -11% | -$50.5K | 0.31% | 82 |
|
|
2023
Q1 | $475K | Hold |
16,616
| – | – | 0.41% | 63 |
|
|
2022
Q4 | $550K | Sell |
16,616
-414
| -2% | -$13.7K | 0.29% | 100 |
|
|
2022
Q3 | $514K | Hold |
17,030
| – | – | 0.35% | 80 |
|
|
2022
Q2 | $530K | Hold |
17,030
| – | – | 0.39% | 69 |
|
|
2022
Q1 | $702K | Sell |
17,030
-3,370
| -17% | -$139K | 0.41% | 79 |
|
|
2021
Q4 | $908K | Buy |
+20,400
| New | +$908K | 0.38% | 71 |
|