Bogart Wealth LLC’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 | $137K | Buy |
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|
2025
Q2 | $124K | Buy |
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|
2025
Q1 | $90.9K | Buy |
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|
2024
Q4 | $89.7K | Buy |
|
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|
2024
Q3 | $70.6K | Sell |
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|
2024
Q2 | $85.6K | Sell |
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|
2024
Q1 | $127K | Buy |
|
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|
2023
Q4 | $107K | Sell |
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|
2023
Q3 | $102K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $207K | Buy |
|
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|
2022
Q4 | $97.3K | Sell |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $110K | Sell |
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|
2022
Q1 | $170K | Sell |
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|
2021
Q4 | $186K | Buy |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $167K | Buy |
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|
2021
Q1 | $139K | Hold |
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|
2020
Q4 | $108K | Buy |
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|
2020
Q3 | $83K | Buy |
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|
2020
Q2 | $80K | Sell |
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|
2020
Q1 | $98K | Sell |
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|
2019
Q4 | $233K | Buy |
|
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|
2019
Q3 | $181K | Hold |
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|
2019
Q2 | $180K | Hold |
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|
2019
Q1 | $171K | Hold |
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|
2018
Q4 | $153K | Hold |
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|
2018
Q3 | $183K | Hold |
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|
2018
Q2 | $175K | Hold |
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|
2018
Q1 | $188K | Buy |
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|
2017
Q4 | $124K | Hold |
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|
2017
Q3 | $109K | Buy |
|