Bond & Devick Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $596K | Buy |
12,234
+756
| +7% | +$39K | 0.17% | 87 |
|
|
2025
Q4 | $631K | Buy |
11,478
+42
| +0.4% | +$2.22K | 0.18% | 79 |
|
|
2025
Q3 | $590K | Sell |
11,436
-1,060
| -8% | -$51.7K | 0.18% | 79 |
|
|
2025
Q2 | $591K | Sell |
12,496
-1,612
| -11% | -$67.8K | 0.2% | 75 |
|
|
2025
Q1 | $589K | Sell |
14,108
-129
| -0.9% | -$5.75K | 0.21% | 71 |
|
|
2024
Q4 | $565K | Hold |
14,237
| – | – | 0.24% | 74 |
|
|
2024
Q3 | $565K | Sell |
14,237
-228
| -2% | -$9.14K | 0.24% | 74 |
|
|
2024
Q2 | $575K | Hold |
14,465
| – | – | 0.31% | 64 |
|
|
2024
Q1 | $549K | Hold |
14,465
| – | – | 0.3% | 68 |
|
|
2023
Q4 | $487K | Buy |
14,465
+1,000
| +7% | +$29.1K | 0.28% | 72 |
|
|
2023
Q3 | $369K | Hold |
13,465
| – | – | 0.24% | 77 |
|
|
2023
Q2 | $386K | Sell |
13,465
-5,900
| -30% | -$168K | 0.24% | 82 |
|
|
2023
Q1 | $554K | Sell |
19,365
-400
| -2% | -$13.2K | 0.35% | 58 |
|
|
2022
Q4 | $655K | Sell |
19,765
-77
| -0.4% | -$2.65K | 0.47% | 47 |
|
|
2022
Q3 | $599K | Hold |
19,842
| – | – | 0.5% | 46 |
|
|
2022
Q2 | $618K | Buy |
19,842
+7,300
| +58% | +$263K | 0.54% | 47 |
|
|
2022
Q1 | $517K | Buy |
12,542
+63
| +0.5% | +$2.84K | 0.41% | 57 |
|
|
2021
Q4 | $555K | Hold |
12,479
| – | – | 0.42% | 56 |
|
|
2021
Q3 | $530K | Buy |
12,479
+134
| +1% | +$5.4K | 0.44% | 53 |
|
|
2021
Q2 | $509K | Sell |
12,345
-160
| -1% | -$6.56K | 0.42% | 53 |
|
|
2021
Q1 | $484K | Buy |
12,505
+60
| +0.5% | +$2.07K | 0.45% | 53 |
|
|
2020
Q4 | $377K | Buy |
+12,445
| New | +$334K | 0.43% | 62 |
|
Other funds holding BAC
VCM
VPM
