BOK Financial Private Wealth’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 | $84.4K | Buy |
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|
2025
Q2 | $61.2K | Sell |
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|
2025
Q1 | $86.5K | Sell |
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|
2024
Q4 | $107K | Sell |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $127K | Hold |
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|
2024
Q1 | $121K | Hold |
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|
2023
Q4 | $108K | Sell |
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $173K | Buy |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $924K | Buy |
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|
2021
Q2 | $728K | Buy |
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|
2021
Q1 | $503K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $313K | Buy |
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|
2019
Q2 | $261K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $299K | Hold |
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|
2016
Q4 | $292K | Hold |
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|
2016
Q3 | $305K | Hold |
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|
2016
Q2 | $299K | Hold |
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|
2016
Q1 | $285K | Hold |
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|
2015
Q4 | $273K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $221K | Hold |
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|
2015
Q1 | $200K | Hold |
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|
2014
Q4 | $232K | Hold |
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|
2014
Q3 | $221K | Buy |
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|
2014
Q2 | $199K | Buy |
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