B. Riley Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $21K | Buy |
49,500
+5,729
| +13% | +$2.44K | 0.02% | 107 |
|
|
2022
Q1 | $1.8M | Sell |
43,771
-274,227
| -86% | -$11.3M | 0.14% | 146 |
|
|
2021
Q4 | $3.29M | Buy |
317,998
+261,629
| +464% | +$2.71M | 0.23% | 99 |
|
|
2021
Q3 | $2.39M | Buy |
56,369
+1,947
| +4% | +$82.7K | 0.18% | 113 |
|
|
2021
Q2 | $2.24M | Buy |
54,422
+9,176
| +20% | +$378K | 0.25% | 92 |
|
|
2021
Q1 | $1.75M | Buy |
45,246
+8,308
| +22% | +$322K | 0.2% | 106 |
|
|
2020
Q4 | $1.12M | Sell |
36,938
-12,281
| -25% | -$372K | 0.14% | 137 |
|
|
2020
Q3 | $1.19M | Buy |
+49,219
| New | +$1.19M | 0.14% | 135 |
|
|
2020
Q2 | – | Sell |
-49,932
| Closed | -$1.06M | – | 434 |
|
|
2020
Q1 | $1.06M | Buy |
49,932
+19,609
| +65% | +$416K | 0.11% | 168 |
|
|
2019
Q4 | $1.07M | Sell |
30,323
-1,515
| -5% | -$53.4K | 0.16% | 136 |
|
|
2019
Q3 | $929K | Sell |
31,838
-3,040
| -9% | -$88.7K | 0.16% | 137 |
|
|
2019
Q2 | $1.01K | Buy |
34,878
+2,137
| +7% | +$62 | 0.16% | 131 |
|
|
2019
Q1 | $903K | Sell |
32,741
-62,726
| -66% | -$1.73M | 0.16% | 144 |
|
|
2018
Q4 | $2.35M | Sell |
95,467
-3,836
| -4% | -$94.5K | 0.49% | 47 |
|
|
2018
Q3 | $2.93M | Buy |
+99,303
| New | +$2.93M | 0.72% | 29 |
|
|
2016
Q1 | $381K | Buy |
28,247
+11,401
| +68% | +$154K | 0.57% | 59 |
|
|
2015
Q4 | $283K | Buy |
16,846
+216
| +1% | +$3.63K | 0.36% | 100 |
|
|
2015
Q3 | $259K | Sell |
16,630
-3,000
| -15% | -$46.7K | 0.37% | 100 |
|
|
2015
Q2 | $334K | Sell |
19,630
-3,657
| -16% | -$62.2K | 0.27% | 107 |
|
|
2015
Q1 | $358K | Buy |
23,287
+1,511
| +7% | +$23.2K | 0.27% | 106 |
|
|
2014
Q4 | $389K | Sell |
21,776
-491
| -2% | -$8.77K | 0.32% | 75 |
|
|
2014
Q3 | $379K | Sell |
22,267
-424
| -2% | -$7.22K | 0.28% | 94 |
|
|
2014
Q2 | $348K | Sell |
22,691
-7,137
| -24% | -$109K | 0.23% | 120 |
|
|
2014
Q1 | $513K | Buy |
+29,828
| New | +$513K | 0.38% | 53 |
|