BFS
Bard Financial Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Sell |
203,345
-12,750
| -6% | -$603K | 1.15% | 22 |
|
|
2025
Q1 | $9.02M | Sell |
216,095
-10,230
| -5% | -$427K | 1.1% | 22 |
|
|
2024
Q4 | $9.95M | Sell |
226,325
-3,250
| -1% | -$143K | 1.19% | 21 |
|
|
2024
Q3 | $9.11M | Sell |
229,575
-18,295
| -7% | -$726K | 1.08% | 26 |
|
|
2024
Q2 | $9.86M | Sell |
247,870
-1,800
| -0.7% | -$71.6K | 1.02% | 27 |
|
|
2024
Q1 | $9.47M | Sell |
249,670
-1,400
| -0.6% | -$53.1K | 1.01% | 30 |
|
|
2023
Q4 | $8.45M | Sell |
251,070
-3,985
| -2% | -$134K | 0.95% | 29 |
|
|
2023
Q3 | $6.98M | Buy |
255,055
+7,900
| +3% | +$216K | 0.86% | 34 |
|
|
2023
Q2 | $7.09M | Buy |
247,155
+750
| +0.3% | +$21.5K | 0.54% | 55 |
|
|
2023
Q1 | $7.05M | Buy |
246,405
+4,375
| +2% | +$125K | 0.56% | 48 |
|
|
2022
Q4 | $8.02M | Sell |
242,030
-25
| -0% | -$828 | 0.68% | 39 |
|
|
2022
Q3 | $7.31M | Buy |
242,055
+4,805
| +2% | +$145K | 0.69% | 35 |
|
|
2022
Q2 | $7.39M | Buy |
237,250
+5,695
| +2% | +$177K | 0.67% | 38 |
|
|
2022
Q1 | $9.55M | Buy |
231,555
+1,250
| +0.5% | +$51.5K | 0.78% | 32 |
|
|
2021
Q4 | $10.2M | Buy |
230,305
+1,025
| +0.4% | +$45.6K | 0.83% | 28 |
|
|
2021
Q3 | $9.73M | Sell |
229,280
-750
| -0.3% | -$31.8K | 0.86% | 28 |
|
|
2021
Q2 | $9.48M | Buy |
230,030
+4,675
| +2% | +$193K | 0.84% | 30 |
|
|
2021
Q1 | $8.72M | Buy |
225,355
+7,400
| +3% | +$286K | 0.85% | 32 |
|
|
2020
Q4 | $6.61M | Buy |
+217,955
| New | +$6.61M | 0.66% | 41 |
|