Aveo Capital Partners’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
Q1 | – | Sell |
-9,886
| Closed | -$434K | – | 189 |
|
|
2024
Q4 | $434K | Buy |
9,886
+283
| +3% | +$12.5K | 0.05% | 229 |
|
|
2024
Q3 | $381K | Buy |
9,603
+3,326
| +53% | +$133K | 0.04% | 241 |
|
|
2024
Q2 | $250K | Sell |
6,277
-1,020
| -14% | -$39.1K | 0.03% | 282 |
|
|
2024
Q1 | $272K | Sell |
7,297
-105
| -1% | -$3.6K | 0.03% | 310 |
|
|
2023
Q4 | $249K | Sell |
7,402
-1,210
| -14% | -$35.2K | 0.03% | 295 |
|
|
2023
Q3 | $236K | Sell |
8,612
-276
| -3% | -$8.17K | 0.03% | 299 |
|
|
2023
Q2 | $255K | Sell |
8,888
-2,911
| -25% | -$83.1K | 0.03% | 294 |
|
|
2023
Q1 | $337K | Buy |
11,799
+446
| +4% | +$14.7K | 0.05% | 252 |
|
|
2022
Q4 | $376K | Buy |
11,353
+1,252
| +12% | +$43.1K | 0.06% | 232 |
|
|
2022
Q3 | $305K | Buy |
10,101
+904
| +10% | +$30.2K | 0.05% | 209 |
|
|
2022
Q2 | $286K | Sell |
9,197
-448
| -5% | -$16.1K | 0.05% | 227 |
|
|
2022
Q1 | $398K | Buy |
9,645
+1,192
| +14% | +$53.8K | 0.07% | 200 |
|
|
2021
Q4 | $376K | Buy |
8,453
+507
| +6% | +$23.1K | 0.07% | 202 |
|
|
2021
Q3 | $337K | Buy |
7,946
+290
| +4% | +$11.7K | 0.07% | 196 |
|
|
2021
Q2 | $316K | Buy |
7,656
+188
| +3% | +$7.71K | 0.07% | 207 |
|
|
2021
Q1 | $289K | Buy |
+7,468
| New | +$258K | 0.07% | 199 |
|
|
2020
Q1 | – | Sell |
-8,177
| Closed | -$288K | – | 158 |
|
|
2019
Q4 | $288K | Buy |
8,177
+15
| +0.2% | +$485 | 0.11% | 148 |
|
|
2019
Q3 | $264K | Sell |
8,162
-210
| -3% | -$6.04K | 0.11% | 148 |
|
|
2019
Q2 | $257K | Buy |
8,372
+88
| +1% | +$2.54K | 0.11% | 151 |
|
|
2019
Q1 | $229K | Sell |
8,284
-74
| -0.9% | -$2.09K | 0.11% | 144 |
|
|
2018
Q4 | $206K | Sell |
8,358
-124
| -1% | -$3.36K | 0.1% | 126 |
|
|
2018
Q3 | $232K | Sell |
8,482
-229
| -3% | -$6.97K | 0.1% | 118 |
|
|
2018
Q2 | $246K | Sell |
8,711
-392
| -4% | -$11.7K | 0.11% | 115 |
|
|
2018
Q1 | $273K | Sell |
9,103
-2
| -0% | -$63 | 0.11% | 112 |
|
|
2017
Q4 | $269K | Sell |
9,105
-1
| -0% | -$28 | 0.09% | 108 |
|
|
2017
Q3 | $231K | Buy |
9,106
+162
| +2% | +$3.93K | 0.08% | 113 |
|
|
2017
Q2 | $217K | Buy |
8,944
+149
| +2% | +$3.47K | 0.08% | 114 |
|
|
2017
Q1 | $207K | Sell |
8,795
-3,102
| -26% | -$73.6K | 0.08% | 115 |
|
|
2016
Q4 | $263K | Buy |
+11,897
| New | +$229K | 0.08% | 172 |
|
Other funds holding BAC
Aveo Capital Partners's BAC Position: Q1 2025 in Review
Aveo Capital Partners sold out of Bank of America (BAC) in Q1 2025, closing a stake of 9,886 shares — an estimated $434K sold.
Aveo Capital Partners first reported a position in BAC in Q4 2016 and held it in 29 quarters. The position peaked at $434K in Q4 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.
- Aveo Capital Partners reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
- Aveo Capital Partners sold 9,886 Bank of America shares in Q1 2025, an estimated $434K.
- Aveo Capital Partners first reported a position in Bank of America in Q4 2016 and held it in 29 quarters.
- Aveo Capital Partners's Bank of America position peaked at $434K in Q4 2024.
- 3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.
Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.