Berkeley Capital Partners’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 | $3.07M | Buy |
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|
2025
Q2 | $2.75M | Buy |
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|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | $2.47M | Sell |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $883K | Buy |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $717K | Buy |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $701K | Buy |
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|
2022
Q3 | $634K | Sell |
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|
2022
Q2 | $879K | Buy |
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|
2022
Q1 | $959K | Buy |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $433K | Sell |
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|
2020
Q4 | $344K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q3 | $384K | Buy |
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|
2019
Q2 | $305K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $205K | Sell |
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|
2016
Q3 | $407K | Buy |
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|
2016
Q2 | $326K | Buy |
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|
2016
Q1 | $307K | Buy |
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|
2015
Q4 | $290K | Buy |
|