Avestar Capital’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 | $2.66M | Buy |
56,228
+7,366
| +15% | +$349K | 0.18% | 85 |
|
|
2025
Q1 | $2.04M | Buy |
48,862
+3,312
| +7% | +$138K | 0.18% | 89 |
|
|
2024
Q4 | $2M | Buy |
45,550
+3,528
| +8% | +$155K | 0.17% | 86 |
|
|
2024
Q3 | $1.67M | Buy |
42,022
+1,659
| +4% | +$65.8K | 0.17% | 94 |
|
|
2024
Q2 | $1.61M | Buy |
40,363
+5,809
| +17% | +$231K | 0.16% | 94 |
|
|
2024
Q1 | $1.32M | Buy |
34,554
+8,131
| +31% | +$310K | 0.14% | 112 |
|
|
2023
Q4 | $890K | Buy |
26,423
+856
| +3% | +$28.8K | 0.1% | 118 |
|
|
2023
Q3 | $700K | Buy |
25,567
+3,199
| +14% | +$87.6K | 0.1% | 118 |
|
|
2023
Q2 | $642K | Buy |
22,368
+6,548
| +41% | +$188K | 0.1% | 110 |
|
|
2023
Q1 | $452K | Sell |
15,820
-1,614
| -9% | -$46.2K | 0.08% | 144 |
|
|
2022
Q4 | $577K | Buy |
17,434
+1,850
| +12% | +$61.3K | 0.1% | 113 |
|
|
2022
Q3 | $471K | Buy |
15,584
+3,561
| +30% | +$108K | 0.12% | 118 |
|
|
2022
Q2 | $374K | Sell |
12,023
-1,963
| -14% | -$61.1K | 0.09% | 143 |
|
|
2022
Q1 | $577K | Buy |
13,986
+1,571
| +13% | +$64.8K | 0.09% | 174 |
|
|
2021
Q4 | $552K | Sell |
12,415
-6,045
| -33% | -$269K | 0.07% | 179 |
|
|
2021
Q3 | $784K | Sell |
18,460
-3,375
| -15% | -$143K | 0.1% | 153 |
|
|
2021
Q2 | $900K | Buy |
21,835
+13,774
| +171% | +$568K | 0.12% | 149 |
|
|
2021
Q1 | $323K | Buy |
+8,061
| New | +$323K | 0.07% | 235 |
|
|
2020
Q1 | – | Sell |
-6,944
| Closed | -$244K | – | 162 |
|
|
2019
Q4 | $244K | Hold |
6,944
| – | – | 0.14% | 132 |
|
|
2019
Q3 | $203K | Buy |
6,944
+2,125
| +44% | +$62.1K | 0.13% | 151 |
|
|
2019
Q2 | $135K | Buy |
4,819
+416
| +9% | +$11.7K | 0.09% | 150 |
|
|
2019
Q1 | $117K | Buy |
4,403
+33
| +0.8% | +$877 | 0.08% | 169 |
|
|
2018
Q4 | $103K | Sell |
4,370
-251
| -5% | -$5.92K | 0.07% | 179 |
|
|
2018
Q3 | $131K | Sell |
4,621
-1,741
| -27% | -$49.4K | 0.08% | 165 |
|
|
2018
Q2 | $173K | Buy |
6,362
+983
| +18% | +$26.7K | 0.11% | 124 |
|
|
2018
Q1 | $155K | Buy |
5,379
+698
| +15% | +$20.1K | 0.1% | 121 |
|
|
2017
Q4 | $135K | Buy |
+4,681
| New | +$135K | 0.1% | 117 |
|