Avantax Advisory Services’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
Q2 | $25.4M | Buy |
535,935
+76,991
| +17% | +$3.24M | 0.14% | 108 |
|
|
2025
Q1 | $19.2M | Buy |
458,944
+25,163
| +6% | +$1.12M | 0.12% | 134 |
|
|
2024
Q4 | $19.1M | Sell |
433,781
-4,023
| -0.9% | -$177K | 0.12% | 132 |
|
|
2024
Q3 | $17.4M | Buy |
437,804
+23,575
| +6% | +$945K | 0.11% | 140 |
|
|
2024
Q2 | $16.5M | Buy |
414,229
+136,284
| +49% | +$5.22M | 0.12% | 133 |
|
|
2024
Q1 | $10.5M | Buy |
277,945
+11,030
| +4% | +$379K | 0.09% | 167 |
|
|
2023
Q4 | $8.99M | Sell |
266,915
-1,734
| -0.6% | -$50.5K | 0.09% | 180 |
|
|
2023
Q3 | $7.36M | Buy |
268,649
+9,101
| +4% | +$269K | 0.08% | 193 |
|
|
2023
Q2 | $7.45M | Buy |
259,548
+15,354
| +6% | +$438K | 0.09% | 178 |
|
|
2023
Q1 | $6.98M | Buy |
244,194
+20,167
| +9% | +$666K | 0.09% | 182 |
|
|
2022
Q4 | $7.42M | Sell |
224,027
-46,664
| -17% | -$1.61M | 0.1% | 166 |
|
|
2022
Q3 | $8.18M | Buy |
270,691
+21,766
| +9% | +$728K | 0.13% | 131 |
|
|
2022
Q2 | $7.75M | Buy |
248,925
+30,219
| +14% | +$1.09M | 0.12% | 144 |
|
|
2022
Q1 | $9M | Buy |
218,706
+19,517
| +10% | +$881K | 0.12% | 121 |
|
|
2021
Q4 | $8.86M | Buy |
199,189
+9,567
| +5% | +$436K | 0.13% | 120 |
|
|
2021
Q3 | $8.03M | Buy |
189,622
+12,341
| +7% | +$497K | 0.13% | 120 |
|
|
2021
Q2 | $7.3M | Buy |
177,281
+21,514
| +14% | +$882K | 0.13% | 120 |
|
|
2021
Q1 | $6.03M | Buy |
155,767
+45,235
| +41% | +$1.56M | 0.13% | 129 |
|
|
2020
Q4 | $3.35M | Sell |
110,532
-243,572
| -69% | -$6.53M | 0.08% | 176 |
|
|
2020
Q3 | $8.51M | Buy |
354,104
+195,240
| +123% | +$4.86M | 0.14% | 128 |
|
|
2020
Q2 | $3.77M | Buy |
158,864
+25,999
| +20% | +$614K | 0.11% | 141 |
|
|
2020
Q1 | $2.81M | Sell |
132,865
-4,983
| -4% | -$149K | 0.08% | 156 |
|
|
2019
Q4 | $4.85M | Buy |
137,848
+42,010
| +44% | +$1.36M | 0.11% | 119 |
|
|
2019
Q3 | $2.8M | Buy |
95,838
+11,141
| +13% | +$320K | 0.11% | 94 |
|
|
2019
Q2 | $2.46M | Sell |
84,697
-21,915
| -21% | -$632K | 0.11% | 97 |
|
|
2019
Q1 | $2.94M | Buy |
106,612
+24,892
| +30% | +$703K | 0.16% | 77 |
|
|
2018
Q4 | $2.02M | Buy |
+81,720
| New | +$2.22M | 0.34% | 76 |
|
Other funds holding BAC
