Bison Wealth’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.16M | Sell |
26,369
-33,688
| -56% | -$1.48M | 0.26% | 78 |
|
|
2024
Q3 | $2.38M | Sell |
60,057
-25,643
| -30% | -$1.02M | 0.38% | 62 |
|
|
2024
Q2 | $3.25M | Hold |
85,700
| – | – | 0.53% | 45 |
|
|
2024
Q1 | $3.25M | Sell |
85,700
-1,486
| -2% | -$56.3K | 0.53% | 45 |
|
|
2023
Q4 | $2.94M | Sell |
87,186
-10,590
| -11% | -$357K | 0.52% | 44 |
|
|
2023
Q3 | $2.68M | Sell |
97,776
-8,053
| -8% | -$220K | 0.52% | 43 |
|
|
2023
Q2 | $3.04M | Buy |
105,829
+23,341
| +28% | +$670K | 0.56% | 41 |
|
|
2023
Q1 | $2.26M | Buy |
82,488
+2,515
| +3% | +$68.9K | 0.7% | 33 |
|
|
2022
Q4 | $2.82M | Buy |
79,973
+3,125
| +4% | +$110K | 0.9% | 24 |
|
|
2022
Q3 | $2.32M | Buy |
76,848
+15,415
| +25% | +$465K | 0.91% | 22 |
|
|
2022
Q2 | $1.91M | Buy |
61,433
+4,678
| +8% | +$146K | 1.1% | 23 |
|
|
2022
Q1 | $2.34M | Buy |
56,755
+5,519
| +11% | +$227K | 1.19% | 20 |
|
|
2021
Q4 | $2.28M | Sell |
51,236
-4,584
| -8% | -$204K | 1.33% | 14 |
|
|
2021
Q3 | $2.37M | Sell |
55,820
-859
| -2% | -$36.5K | 1.08% | 16 |
|
|
2021
Q2 | $2.34M | Buy |
56,679
+2,705
| +5% | +$112K | 1.02% | 15 |
|
|
2021
Q1 | $2.09M | Buy |
53,974
+4,857
| +10% | +$188K | 0.9% | 22 |
|
|
2020
Q4 | $1.49M | Sell |
49,117
-1,241
| -2% | -$37.6K | 0.7% | 33 |
|
|
2020
Q3 | $1.21M | Sell |
50,358
-782
| -2% | -$18.8K | 0.71% | 30 |
|
|
2020
Q2 | $1.22M | Sell |
51,140
-217
| -0.4% | -$5.16K | 0.77% | 31 |
|
|
2020
Q1 | $1.09M | Sell |
51,357
-12,127
| -19% | -$257K | 0.79% | 31 |
|
|
2019
Q4 | $2.24M | Buy |
63,484
+427
| +0.7% | +$15K | 1.07% | 18 |
|
|
2019
Q3 | $1.84M | Buy |
63,057
+3
| +0% | +$87 | 1.02% | 25 |
|
|
2019
Q2 | $1.83M | Sell |
63,054
-513
| -0.8% | -$14.9K | 1.07% | 22 |
|
|
2019
Q1 | $1.75M | Buy |
63,567
+9,668
| +18% | +$267K | 1.08% | 21 |
|
|
2018
Q4 | $1.33M | Sell |
53,899
-2,443
| -4% | -$60.2K | 0.96% | 28 |
|
|
2018
Q3 | $1.66M | Buy |
56,342
+2,899
| +5% | +$85.4K | 1.09% | 20 |
|
|
2018
Q2 | $1.51M | Buy |
53,443
+3,431
| +7% | +$96.7K | 1.12% | 17 |
|
|
2018
Q1 | $1.5M | Buy |
50,012
+2,009
| +4% | +$60.3K | 1.14% | 16 |
|
|
2017
Q4 | $1.42M | Buy |
48,003
+292
| +0.6% | +$8.62K | 1.04% | 22 |
|
|
2017
Q3 | $1.21M | Sell |
47,711
-292
| -0.6% | -$7.4K | 0.97% | 24 |
|
|
2017
Q2 | $1.17M | Buy |
48,003
+2,549
| +6% | +$61.9K | 0.96% | 25 |
|
|
2017
Q1 | $1.07M | Buy |
45,454
+18
| +0% | +$425 | 0.92% | 29 |
|
|
2016
Q4 | $1M | Sell |
45,436
-374
| -0.8% | -$8.26K | 0.86% | 30 |
|
|
2016
Q3 | $717K | Sell |
45,810
-1,112
| -2% | -$17.4K | 0.61% | 47 |
|
|
2016
Q2 | $623K | Sell |
46,922
-584
| -1% | -$7.75K | 0.37% | 88 |
|
|
2016
Q1 | $642K | Sell |
47,506
-5,244
| -10% | -$70.9K | 0.41% | 77 |
|
|
2015
Q4 | $888K | Buy |
52,750
+756
| +1% | +$12.7K | 0.51% | 61 |
|
|
2015
Q3 | $810K | Buy |
51,994
+12,726
| +32% | +$198K | 0.53% | 59 |
|
|
2015
Q2 | $668K | Sell |
39,268
-4,129
| -10% | -$70.2K | 0.39% | 85 |
|
|
2015
Q1 | $668K | Buy |
43,397
+23,167
| +115% | +$357K | 0.41% | 81 |
|
|
2014
Q4 | $362K | Buy |
+20,230
| New | +$362K | 0.27% | 111 |
|