BHK Investment Advisors’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 | $227K | Sell |
4,801
-29
| -0.6% | -$1.37K | 0.09% | 62 |
|
|
2025
Q1 | $202K | Sell |
4,830
-5,350
| -53% | -$223K | 0.09% | 62 |
|
|
2024
Q4 | $447K | Buy |
10,180
+2,590
| +34% | +$114K | 0.17% | 47 |
|
|
2024
Q3 | $301K | Hold |
7,590
| – | – | 0.11% | 58 |
|
|
2024
Q2 | $302K | Sell |
7,590
-3,533
| -32% | -$141K | 0.12% | 52 |
|
|
2024
Q1 | $422K | Buy |
11,123
+3,916
| +54% | +$148K | 0.16% | 48 |
|
|
2023
Q4 | $243K | Sell |
7,207
-600
| -8% | -$20.2K | 0.14% | 51 |
|
|
2023
Q3 | $214K | Sell |
7,807
-6,333
| -45% | -$173K | 0.1% | 53 |
|
|
2023
Q2 | $406K | Buy |
14,140
+333
| +2% | +$9.55K | 0.17% | 46 |
|
|
2023
Q1 | $395K | Buy |
13,807
+3,027
| +28% | +$86.6K | 0.17% | 48 |
|
|
2022
Q4 | $357K | Sell |
10,780
-1,000
| -8% | -$33.1K | 0.2% | 46 |
|
|
2022
Q3 | $356K | Hold |
11,780
| – | – | 0.18% | 44 |
|
|
2022
Q2 | $367K | Hold |
11,780
| – | – | 0.17% | 47 |
|
|
2022
Q1 | $486K | Hold |
11,780
| – | – | 0.2% | 36 |
|
|
2021
Q4 | $524K | Sell |
11,780
-200
| -2% | -$8.9K | 0.21% | 34 |
|
|
2021
Q3 | $509K | Hold |
11,980
| – | – | 0.21% | 31 |
|
|
2021
Q2 | $494K | Sell |
11,980
-2,020
| -14% | -$83.3K | 0.2% | 33 |
|
|
2021
Q1 | $424K | Hold |
14,000
| – | – | 0.2% | 36 |
|
|
2020
Q4 | $424K | Buy |
14,000
+65
| +0.5% | +$1.97K | 0.2% | 36 |
|
|
2020
Q3 | $336K | Buy |
13,935
+575
| +4% | +$13.9K | 0.19% | 41 |
|
|
2020
Q2 | $317K | Sell |
13,360
-3,900
| -23% | -$92.5K | 0.19% | 37 |
|
|
2020
Q1 | $366K | Sell |
17,260
-432
| -2% | -$9.16K | 0.26% | 31 |
|
|
2019
Q4 | $623K | Sell |
17,692
-8,171
| -32% | -$288K | 0.35% | 31 |
|
|
2019
Q3 | $754K | Buy |
25,863
+11
| +0% | +$321 | 0.44% | 37 |
|
|
2019
Q2 | $750K | Buy |
25,852
+9,316
| +56% | +$270K | 0.43% | 38 |
|
|
2019
Q1 | $456K | Sell |
16,536
-1
| -0% | -$28 | 0.28% | 53 |
|
|
2018
Q4 | $407K | Buy |
16,537
+202
| +1% | +$4.97K | 0.31% | 43 |
|
|
2018
Q3 | $481K | Buy |
16,335
+4,211
| +35% | +$124K | 0.32% | 39 |
|
|
2018
Q2 | $342K | Buy |
12,124
+1,001
| +9% | +$28.2K | 0.24% | 47 |
|
|
2018
Q1 | $334K | Buy |
11,123
+1,523
| +16% | +$45.7K | 0.25% | 42 |
|
|
2017
Q4 | $283K | Buy |
+9,600
| New | +$283K | 0.24% | 41 |
|