Beacon Capital Management LLC (Tennessee)’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 | $338K | Buy |
7,141
+257
| +4% | +$12.2K | 0.05% | 95 |
|
|
2025
Q1 | $287K | Buy |
6,884
+307
| +5% | +$12.8K | 0.04% | 100 |
|
|
2024
Q4 | $289K | Buy |
6,577
+85
| +1% | +$3.74K | 0.04% | 98 |
|
|
2024
Q3 | $258K | Buy |
6,492
+638
| +11% | +$25.3K | 0.04% | 103 |
|
|
2024
Q2 | $233K | Buy |
5,854
+167
| +3% | +$6.64K | 0.04% | 94 |
|
|
2024
Q1 | $216K | Sell |
5,687
-427
| -7% | -$16.2K | 0.04% | 101 |
|
|
2023
Q4 | $167K | Sell |
6,114
-2,407
| -28% | -$65.9K | 0.05% | 101 |
|
|
2023
Q3 | $244K | Hold |
8,521
| – | – | 0.06% | 78 |
|
|
2023
Q2 | $244K | Buy |
8,521
+272
| +3% | +$7.8K | 0.06% | 78 |
|
|
2023
Q1 | $236K | Sell |
8,249
-965
| -10% | -$27.6K | 0.07% | 74 |
|
|
2022
Q4 | $305K | Sell |
9,214
-3,958
| -30% | -$131K | 0.1% | 61 |
|
|
2022
Q3 | $410K | Sell |
13,172
-453
| -3% | -$14.1K | 0.14% | 51 |
|
|
2022
Q2 | $562K | Hold |
13,625
| – | – | 0.14% | 47 |
|
|
2022
Q1 | $562K | Buy |
+13,625
| New | +$562K | 0.13% | 46 |
|