Beacon Investment Advisory Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $685K | Sell |
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|
2025
Q2 | $642K | Sell |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $749K | Sell |
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|
2024
Q3 | $828K | Buy |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $854K | Sell |
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|
2023
Q4 | $915K | Sell |
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|
2023
Q3 | $778K | Sell |
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|
2023
Q2 | $820K | Sell |
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|
2023
Q1 | $862K | Sell |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $857K | Buy |
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|
2022
Q2 | $787K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $777K | Sell |
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|
2020
Q3 | $696K | Sell |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $656K | Sell |
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|
2019
Q4 | $1.39M | Buy |
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|
2019
Q3 | $909K | Buy |
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|
2019
Q2 | $769K | Buy |
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|
2019
Q1 | $499K | Sell |
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|
2018
Q4 | $651K | Buy |
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|
2018
Q3 | $610K | Buy |
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|
2018
Q2 | $559K | Sell |
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|
2018
Q1 | $610K | Buy |
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|
2017
Q4 | $432K | Buy |
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|
2017
Q3 | $302K | Buy |
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