Blue Investment Partners’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 | $9.49M | Hold |
200,479
| – | – | 3.33% | 14 |
|
|
2025
Q1 | $8.37M | Hold |
200,479
| – | – | 3.15% | 13 |
|
|
2024
Q4 | $8.81M | Hold |
200,479
| – | – | 3.23% | 13 |
|
|
2024
Q3 | $7.96M | Hold |
200,479
| – | – | 3.28% | 12 |
|
|
2024
Q2 | $7.97M | Hold |
200,479
| – | – | 3.61% | 8 |
|
|
2024
Q1 | $7.6M | Hold |
200,479
| – | – | 3.96% | 7 |
|
|
2023
Q4 | $6.75M | Hold |
200,479
| – | – | 4.4% | 7 |
|
|
2023
Q3 | $5.49M | Hold |
200,479
| – | – | 4.37% | 7 |
|
|
2023
Q2 | $5.75M | Buy |
200,479
+50,000
| +33% | +$1.43M | 4.39% | 9 |
|
|
2023
Q1 | $4.3M | Buy |
150,479
+25,000
| +20% | +$715K | 4.34% | 8 |
|
|
2022
Q4 | $4.16M | Buy |
+125,479
| New | +$4.16M | 5.16% | 6 |
|