Bleakley Financial Group’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
$8.22M Buy
173,736
+34,776
+25% +$1.65M 0.21% 89
2025
Q1
$5.8M Buy
138,960
+7,815
+6% +$326K 0.19% 113
2024
Q4
$5.76M Sell
131,145
-8,583
-6% -$377K 0.17% 100
2024
Q3
$5.54M Sell
139,728
-8,936
-6% -$355K 0.17% 109
2024
Q2
$5.91M Buy
148,664
+2,202
+2% +$87.6K 0.17% 117
2024
Q1
$5.55M Buy
146,462
+7,828
+6% +$297K 0.16% 123
2023
Q4
$4.67M Sell
138,634
-9,595
-6% -$323K 0.15% 132
2023
Q3
$4.06M Sell
148,229
-17,578
-11% -$481K 0.14% 130
2023
Q2
$4.76M Buy
165,807
+14,113
+9% +$405K 0.15% 127
2023
Q1
$4.34M Sell
151,694
-13,195
-8% -$377K 0.14% 131
2022
Q4
$5.46M Buy
+164,889
New +$5.46M 0.2% 103