Becker Capital Management’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 | $11.1M | Sell |
235,317
-4,577
| -2% | -$217K | 0.35% | 76 |
|
2025
Q1 | $10M | Sell |
239,894
-2,323
| -1% | -$96.9K | 0.33% | 81 |
|
2024
Q4 | $10.6M | Sell |
242,217
-30,797
| -11% | -$1.35M | 0.35% | 77 |
|
2024
Q3 | $10.8M | Sell |
273,014
-108,014
| -28% | -$4.29M | 0.35% | 76 |
|
2024
Q2 | $15.2M | Sell |
381,028
-10,176
| -3% | -$405K | 0.52% | 61 |
|
2024
Q1 | $14.8M | Sell |
391,204
-11,797
| -3% | -$447K | 0.51% | 63 |
|
2023
Q4 | $13.6M | Sell |
403,001
-16,616
| -4% | -$559K | 0.49% | 70 |
|
2023
Q3 | $11.5M | Sell |
419,617
-19,510
| -4% | -$534K | 0.46% | 78 |
|
2023
Q2 | $12.6M | Sell |
439,127
-15,807
| -3% | -$454K | 0.48% | 74 |
|
2023
Q1 | $13M | Sell |
454,934
-418,078
| -48% | -$12M | 0.51% | 73 |
|
2022
Q4 | $28.9M | Sell |
873,012
-2,237
| -0.3% | -$74.1K | 1.35% | 24 |
|
2022
Q3 | $26.4M | Sell |
875,249
-12,473
| -1% | -$377K | 1.39% | 24 |
|
2022
Q2 | $27.6M | Sell |
887,722
-4,096
| -0.5% | -$128K | 1.33% | 27 |
|
2022
Q1 | $36.8M | Sell |
891,818
-4,352
| -0.5% | -$179K | 1.48% | 15 |
|
2021
Q4 | $39.9M | Buy |
896,170
+140
| +0% | +$6.23K | 1.58% | 13 |
|
2021
Q3 | $38M | Buy |
896,030
+8,749
| +1% | +$371K | 1.6% | 12 |
|
2021
Q2 | $36.6M | Sell |
887,281
-7,915
| -0.9% | -$326K | 1.55% | 15 |
|
2021
Q1 | $34.6M | Buy |
895,196
+3,492
| +0.4% | +$135K | 1.56% | 16 |
|
2020
Q4 | $27M | Sell |
891,704
-37,642
| -4% | -$1.14M | 1.34% | 27 |
|
2020
Q3 | $22.4M | Sell |
929,346
-68,960
| -7% | -$1.66M | 1.24% | 30 |
|
2020
Q2 | $23.7M | Buy |
+998,306
| New | +$23.7M | 1.34% | 30 |
|
2020
Q1 | – | Sell |
-7,847
| Closed | -$276K | – | 169 |
|
2019
Q4 | $276K | Sell |
7,847
-1,147
| -13% | -$40.3K | 0.01% | 161 |
|
2019
Q3 | $262K | Buy |
8,994
+225
| +3% | +$6.55K | 0.01% | 155 |
|
2019
Q2 | $254K | Sell |
8,769
-3,000
| -25% | -$86.9K | 0.01% | 160 |
|
2019
Q1 | $325K | Buy |
11,769
+3,033
| +35% | +$83.8K | 0.01% | 166 |
|
2018
Q4 | $215K | Hold |
8,736
| – | – | 0.01% | 169 |
|
2018
Q3 | $257K | Buy |
+8,736
| New | +$257K | 0.01% | 167 |
|
2018
Q2 | – | Sell |
-9,764
| Closed | -$293K | – | 160 |
|
2018
Q1 | $293K | Sell |
9,764
-6,150
| -39% | -$185K | 0.01% | 148 |
|
2017
Q4 | $470K | Sell |
15,914
-244
| -2% | -$7.21K | 0.02% | 117 |
|
2017
Q3 | $409K | Hold |
16,158
| – | – | 0.01% | 118 |
|
2017
Q2 | $392K | Buy |
16,158
+67
| +0.4% | +$1.63K | 0.01% | 110 |
|
2017
Q1 | $380K | Buy |
16,091
+336
| +2% | +$7.94K | 0.01% | 111 |
|
2016
Q4 | $348K | Sell |
15,755
-772
| -5% | -$17.1K | 0.01% | 118 |
|
2016
Q3 | $259K | Buy |
16,527
+177
| +1% | +$2.77K | 0.01% | 120 |
|
2016
Q2 | $217K | Hold |
16,350
| – | – | 0.01% | 130 |
|
2016
Q1 | $221K | Sell |
16,350
-440
| -3% | -$5.95K | 0.01% | 118 |
|
2015
Q4 | $283K | Sell |
16,790
-300
| -2% | -$5.06K | 0.01% | 117 |
|
2015
Q3 | $266K | Hold |
17,090
| – | – | 0.01% | 115 |
|
2015
Q2 | $291K | Sell |
17,090
-755
| -4% | -$12.9K | 0.01% | 119 |
|
2015
Q1 | $275K | Buy |
17,845
+2,267
| +15% | +$34.9K | 0.01% | 122 |
|
2014
Q4 | $279K | Sell |
15,578
-1,500
| -9% | -$26.9K | 0.01% | 125 |
|
2014
Q3 | $291K | Hold |
17,078
| – | – | 0.01% | 125 |
|
2014
Q2 | $262K | Sell |
17,078
-900
| -5% | -$13.8K | 0.01% | 127 |
|
2014
Q1 | $309K | Buy |
17,978
+1,400
| +8% | +$24.1K | 0.01% | 118 |
|
2013
Q4 | $258K | Buy |
16,578
+1,000
| +6% | +$15.6K | 0.01% | 127 |
|
2013
Q3 | $215K | Buy |
15,578
+2,000
| +15% | +$27.6K | 0.01% | 124 |
|
2013
Q2 | $175K | Buy |
+13,578
| New | +$175K | 0.01% | 122 |
|