Avion Wealth’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 | $96K | Sell |
2,039
-1,584
| -44% | -$74.6K | 0.02% | 149 |
|
|
2025
Q1 | $159K | Hold |
3,623
| – | – | 0.04% | 98 |
|
|
2024
Q4 | $159K | Buy |
3,623
+43
| +1% | +$1.89K | 0.04% | 98 |
|
|
2024
Q3 | $142K | Sell |
3,580
-36
| -1% | -$1.43K | 0.04% | 98 |
|
|
2024
Q2 | $143K | Buy |
3,616
+989
| +38% | +$39.1K | 0.04% | 88 |
|
|
2024
Q1 | $100K | Sell |
2,627
-35
| -1% | -$1.33K | 0.03% | 120 |
|
|
2023
Q4 | $90K | Buy |
2,662
+98
| +4% | +$3.31K | 0.03% | 116 |
|
|
2023
Q3 | $69K | Buy |
2,564
+169
| +7% | +$4.55K | 0.02% | 129 |
|
|
2023
Q2 | $68K | Buy |
2,395
+9
| +0.4% | +$256 | 0.02% | 138 |
|
|
2023
Q1 | $79K | Buy |
2,386
+106
| +5% | +$3.51K | 0.02% | 117 |
|
|
2022
Q4 | $68K | Hold |
2,280
| – | – | 0.02% | 122 |
|
|
2022
Q3 | $69K | Hold |
2,280
| – | – | 0.02% | 122 |
|
|
2022
Q2 | $71K | Buy |
2,280
+69
| +3% | +$2.15K | 0.02% | 112 |
|
|
2022
Q1 | $91K | Hold |
2,211
| – | – | 0.03% | 91 |
|
|
2021
Q4 | $98K | Hold |
2,211
| – | – | 0.03% | 83 |
|
|
2021
Q3 | $94K | Sell |
2,211
-1,795
| -45% | -$76.3K | 0.03% | 81 |
|
|
2021
Q2 | $165K | Buy |
4,006
+3,844
| +2,373% | +$158K | 0.05% | 56 |
|
|
2021
Q1 | $6K | Buy |
162
+1
| +0.6% | +$37 | ﹤0.01% | 244 |
|
|
2020
Q4 | $5K | Sell |
161
-730
| -82% | -$22.7K | ﹤0.01% | 270 |
|
|
2020
Q3 | $21K | Buy |
891
+767
| +619% | +$18.1K | 0.01% | 134 |
|
|
2020
Q2 | $3K | Hold |
124
| – | – | ﹤0.01% | 226 |
|
|
2020
Q1 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 236 |
|