Beacon Pointe Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Buy |
485,540
+9,851
| +2% | +$466K | 0.24% | 97 |
|
|
2025
Q1 | $19.9M | Sell |
475,689
-13,518
| -3% | -$564K | 0.22% | 108 |
|
|
2024
Q4 | $21.5M | Sell |
489,207
-23,688
| -5% | -$1.04M | 0.24% | 100 |
|
|
2024
Q3 | $20.4M | Sell |
512,895
-22,426
| -4% | -$890K | 0.23% | 106 |
|
|
2024
Q2 | $21.3M | Sell |
535,321
-37,512
| -7% | -$1.49M | 0.25% | 91 |
|
|
2024
Q1 | $21.7M | Sell |
572,833
-38,156
| -6% | -$1.45M | 0.24% | 92 |
|
|
2023
Q4 | $20.6M | Sell |
610,989
-35,149
| -5% | -$1.18M | 0.25% | 98 |
|
|
2023
Q3 | $17.7M | Buy |
646,138
+84,542
| +15% | +$2.31M | 0.22% | 111 |
|
|
2023
Q2 | $16.1M | Sell |
561,596
-556
| -0.1% | -$16K | 0.26% | 92 |
|
|
2023
Q1 | $16.1M | Sell |
562,152
-1,259
| -0.2% | -$36K | 0.27% | 88 |
|
|
2022
Q4 | $18.7M | Buy |
563,411
+18,456
| +3% | +$611K | 0.36% | 71 |
|
|
2022
Q3 | $16.4M | Buy |
544,955
+8,267
| +2% | +$250K | 0.37% | 68 |
|
|
2022
Q2 | $16.7M | Sell |
536,688
-30,801
| -5% | -$959K | 0.35% | 69 |
|
|
2022
Q1 | $23.4M | Buy |
567,489
+157,270
| +38% | +$6.48M | 0.32% | 73 |
|
|
2021
Q4 | $18.3M | Sell |
410,219
-22,347
| -5% | -$994K | 0.48% | 48 |
|
|
2021
Q3 | $18.4M | Buy |
432,566
+29,140
| +7% | +$1.24M | 0.45% | 49 |
|
|
2021
Q2 | $16.6M | Buy |
403,426
+319,951
| +383% | +$13.2M | 0.59% | 37 |
|
|
2021
Q1 | $3.23M | Sell |
83,475
-35,367
| -30% | -$1.37M | 0.2% | 97 |
|
|
2020
Q4 | $3.6M | Buy |
118,842
+30,348
| +34% | +$919K | 0.25% | 87 |
|
|
2020
Q3 | $2.13M | Sell |
88,494
-54,787
| -38% | -$1.32M | 0.21% | 93 |
|
|
2020
Q2 | $3.41M | Buy |
143,281
+77,590
| +118% | +$1.85M | 0.34% | 74 |
|
|
2020
Q1 | $1.39M | Buy |
65,691
+40,448
| +160% | +$858K | 0.22% | 97 |
|
|
2019
Q4 | $888K | Buy |
+25,243
| New | +$888K | 0.28% | 81 |
|
|
2019
Q3 | – | Sell |
-49,681
| Closed | -$1.44M | – | 176 |
|
|
2019
Q2 | $1.44M | Buy |
49,681
+21,241
| +75% | +$616K | 0.53% | 49 |
|
|
2019
Q1 | $786K | Sell |
28,440
-229
| -0.8% | -$6.33K | 0.29% | 82 |
|
|
2018
Q4 | $735K | Buy |
+28,669
| New | +$735K | 0.45% | 62 |
|