Beacon Investment Advisory Services’s Bank of America BAC Stock Holding History

Beacon Investment Advisory Services’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$642K	Sell	13,562 -2,454	-15%	-$116K	0.03%	155
2025 Q1	$668K	Sell	16,016 -1,030	-6%	-$43K	0.03%	149
2024 Q4	$749K	Sell	17,046 -3,817	-18%	-$168K	0.03%	146
2024 Q3	$828K	Buy	20,863 +231	+1%	+$9.17K	0.03%	149
2024 Q2	$821K	Sell	20,632 -1,882	-8%	-$74.8K	0.04%	148
2024 Q1	$854K	Sell	22,514 -4,671	-17%	-$177K	0.04%	145
2023 Q4	$915K	Sell	27,185 -1,237	-4%	-$41.6K	0.04%	146
2023 Q3	$778K	Sell	28,422 -159	-0.6%	-$4.35K	0.04%	161
2023 Q2	$820K	Sell	28,581 -1,576	-5%	-$45.2K	0.04%	163
2023 Q1	$862K	Sell	30,157 -39	-0.1%	-$1.12K	0.04%	154
2022 Q4	$1M	Buy	30,196 +1,816	+6%	+$60.1K	0.05%	152
2022 Q3	$857K	Buy	28,380 +3,102	+12%	+$93.7K	0.05%	153
2022 Q2	$787K	Sell	25,278 -2,358	-9%	-$73.4K	0.04%	164
2022 Q1	$1.14M	Buy	27,636 +1,665	+6%	+$68.6K	0.05%	151
2021 Q4	$1.16M	Buy	25,971 +1,730	+7%	+$76.9K	0.04%	157
2021 Q3	$1.03M	Sell	24,241 -560	-2%	-$23.8K	0.04%	165
2021 Q2	$1.02M	Sell	24,801 -4,659	-16%	-$192K	0.04%	167
2021 Q1	$1.14M	Buy	29,460 +3,826	+15%	+$148K	0.05%	155
2020 Q4	$777K	Sell	25,634 -3,243	-11%	-$98.3K	0.04%	159
2020 Q3	$696K	Sell	28,877 -883	-3%	-$21.3K	0.04%	158
2020 Q2	$707K	Sell	29,760 -1,137	-4%	-$27K	0.04%	152
2020 Q1	$656K	Sell	30,897 -8,492	-22%	-$180K	0.05%	151
2019 Q4	$1.39M	Buy	39,389 +8,229	+26%	+$290K	0.07%	132
2019 Q3	$909K	Buy	31,160 +4,632	+17%	+$135K	0.09%	118
2019 Q2	$769K	Buy	26,528 +8,432	+47%	+$244K	0.08%	119
2019 Q1	$499K	Sell	18,096 -8,317	-31%	-$229K	0.05%	141
2018 Q4	$651K	Buy	26,413 +5,703	+28%	+$141K	0.07%	139
2018 Q3	$610K	Buy	20,710 +863	+4%	+$25.4K	0.06%	138
2018 Q2	$559K	Sell	19,847 -509	-3%	-$14.3K	0.06%	147
2018 Q1	$610K	Buy	20,356 +5,726	+39%	+$172K	0.06%	139
2017 Q4	$432K	Buy	14,630 +2,698	+23%	+$79.7K	0.05%	161
2017 Q3	$302K	Buy	+11,932	New	+$302K	0.03%	228