Avantax Planning 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 | $5.27M | Buy |
111,321
+2,575
| +2% | +$122K | 0.17% | 86 |
|
|
2025
Q1 | $4.54M | Sell |
108,746
-7,617
| -7% | -$318K | 0.16% | 88 |
|
|
2024
Q4 | $5.11M | Buy |
116,363
+48
| +0% | +$2.11K | 0.18% | 81 |
|
|
2024
Q3 | $4.62M | Sell |
116,315
-43,950
| -27% | -$1.74M | 0.17% | 84 |
|
|
2024
Q2 | $6.37M | Sell |
160,265
-3,602
| -2% | -$143K | 0.2% | 79 |
|
|
2024
Q1 | $6.21M | Buy |
163,867
+72,903
| +80% | +$2.76M | 0.2% | 78 |
|
|
2023
Q4 | $3.06M | Sell |
90,964
-14,501
| -14% | -$488K | 0.12% | 86 |
|
|
2023
Q3 | $2.89M | Buy |
105,465
+25,548
| +32% | +$700K | 0.12% | 84 |
|
|
2023
Q2 | $2.29M | Buy |
79,917
+2,483
| +3% | +$71.2K | 0.09% | 98 |
|
|
2023
Q1 | $2.21M | Buy |
77,434
+39,589
| +105% | +$1.13M | 0.09% | 100 |
|
|
2022
Q4 | $1.25M | Buy |
37,845
+1,114
| +3% | +$36.9K | 0.05% | 140 |
|
|
2022
Q3 | $1.11M | Sell |
36,731
-1,779
| -5% | -$53.7K | 0.05% | 138 |
|
|
2022
Q2 | $1.2M | Buy |
38,510
+1,734
| +5% | +$54K | 0.05% | 134 |
|
|
2022
Q1 | $1.52M | Buy |
36,776
+5,152
| +16% | +$212K | 0.06% | 121 |
|
|
2021
Q4 | $1.41M | Buy |
31,624
+1,764
| +6% | +$78.5K | 0.06% | 128 |
|
|
2021
Q3 | $1.27M | Buy |
29,860
+380
| +1% | +$16.1K | 0.06% | 117 |
|
|
2021
Q2 | $1.22M | Buy |
29,480
+5,520
| +23% | +$228K | 0.06% | 122 |
|
|
2021
Q1 | $927K | Buy |
23,960
+2,001
| +9% | +$77.4K | 0.05% | 138 |
|
|
2020
Q4 | $666K | Sell |
21,959
-2,418
| -10% | -$73.3K | 0.03% | 156 |
|
|
2020
Q3 | $587K | Buy |
24,377
+788
| +3% | +$19K | 0.03% | 168 |
|
|
2020
Q2 | $560K | Sell |
23,589
-1,504
| -6% | -$35.7K | 0.03% | 166 |
|
|
2020
Q1 | $533K | Sell |
25,093
-16,035
| -39% | -$341K | 0.04% | 148 |
|
|
2019
Q4 | $1.45M | Buy |
41,128
+78
| +0.2% | +$2.75K | 0.09% | 89 |
|
|
2019
Q3 | $1.2M | Sell |
41,050
-10,034
| -20% | -$293K | 0.07% | 99 |
|
|
2019
Q2 | $1.49M | Buy |
51,084
+9,591
| +23% | +$280K | 0.1% | 82 |
|
|
2019
Q1 | $1.15M | Sell |
41,493
-2,779
| -6% | -$76.7K | 0.08% | 89 |
|
|
2018
Q4 | $1.09M | Buy |
44,272
+1,161
| +3% | +$28.6K | 0.08% | 89 |
|
|
2018
Q3 | $1.27M | Buy |
43,111
+4,434
| +11% | +$131K | 0.1% | 72 |
|
|
2018
Q2 | $1.09M | Sell |
38,677
-4,897
| -11% | -$138K | 0.1% | 74 |
|
|
2018
Q1 | $1.31M | Sell |
43,574
-11,557
| -21% | -$346K | 0.11% | 82 |
|
|
2017
Q4 | $1.63M | Sell |
55,131
-29,505
| -35% | -$871K | 0.15% | 57 |
|
|
2017
Q3 | $2.15M | Buy |
84,636
+220
| +0.3% | +$5.58K | 0.17% | 62 |
|
|
2017
Q2 | $2.05M | Buy |
84,416
+27,483
| +48% | +$667K | 0.17% | 61 |
|
|
2017
Q1 | $1.34M | Buy |
56,933
+8,891
| +19% | +$210K | 0.12% | 75 |
|
|
2016
Q4 | $1.06M | Buy |
+48,042
| New | +$1.06M | 0.11% | 89 |
|