Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.01M | Buy |
68,548
+2,542
| +4% | +$112K | 0.09% | 119 |
|
|
2024
Q3 | $2.62M | Sell |
66,006
-75,262
| -53% | -$3.02M | 0.08% | 129 |
|
|
2024
Q2 | $5.62M | Sell |
141,268
-2,540
| -2% | -$97.3K | 0.18% | 97 |
|
|
2024
Q1 | $5.45M | Sell |
143,808
-9,256
| -6% | -$318K | 0.17% | 98 |
|
|
2023
Q4 | $5.15M | Buy |
153,064
+8,326
| +6% | +$242K | 0.17% | 95 |
|
|
2023
Q3 | $3.96M | Sell |
144,738
-16,160
| -10% | -$478K | 0.15% | 99 |
|
|
2023
Q2 | $4.62M | Buy |
160,898
+2,343
| +1% | +$66.9K | 0.17% | 97 |
|
|
2023
Q1 | $4.53M | Buy |
158,555
+2,114
| +1% | +$69.8K | 0.18% | 96 |
|
|
2022
Q4 | $5.18M | Buy |
156,441
+9,390
| +6% | +$323K | 0.21% | 88 |
|
|
2022
Q3 | $4.44M | Buy |
147,051
+55,781
| +61% | +$1.86M | 0.19% | 85 |
|
|
2022
Q2 | $2.84M | Buy |
91,270
+5,561
| +6% | +$200K | 0.12% | 102 |
|
|
2022
Q1 | $3.53M | Buy |
85,709
+3,411
| +4% | +$154K | 0.13% | 97 |
|
|
2021
Q4 | $3.66M | Buy |
82,298
+5,998
| +8% | +$273K | 0.13% | 87 |
|
|
2021
Q3 | $3.24M | Buy |
76,300
+4,000
| +6% | +$161K | 0.13% | 86 |
|
|
2021
Q2 | $2.98M | Sell |
72,300
-225
| -0.3% | -$9.22K | 0.12% | 88 |
|
|
2021
Q1 | $2.81M | Buy |
72,525
+15,238
| +27% | +$526K | 0.12% | 88 |
|
|
2020
Q4 | $1.74M | Sell |
57,287
-25,417
| -31% | -$681K | 0.08% | 111 |
|
|
2020
Q3 | $1.99M | Sell |
82,704
-1,925
| -2% | -$47.9K | 0.1% | 96 |
|
|
2020
Q2 | $2.01M | Sell |
84,629
-8,648
| -9% | -$204K | 0.11% | 93 |
|
|
2020
Q1 | $1.98M | Sell |
93,277
-27,300
| -23% | -$818K | 0.13% | 95 |
|
|
2019
Q4 | $4.25M | Sell |
120,577
-1,680
| -1% | -$54.3K | 0.23% | 83 |
|
|
2019
Q3 | $3.57M | Sell |
122,257
-1,629
| -1% | -$46.8K | 0.2% | 95 |
|
|
2019
Q2 | $3.59M | Sell |
123,886
-271
| -0.2% | -$7.82K | 0.21% | 94 |
|
|
2019
Q1 | $3.42M | Sell |
124,157
-521,848
| -81% | -$14.7M | 0.21% | 98 |
|
|
2018
Q4 | $15.9M | Buy |
646,005
+6,115
| +1% | +$166K | 1.1% | 28 |
|
|
2018
Q3 | $18.9M | Buy |
639,890
+45,883
| +8% | +$1.4M | 1.11% | 27 |
|
|
2018
Q2 | $16.7M | Buy |
594,007
+12,481
| +2% | +$372K | 1.13% | 24 |
|
|
2018
Q1 | $17.4M | Sell |
581,526
-2,529
| -0.4% | -$79.4K | 1.19% | 19 |
|
|
2017
Q4 | $17.2M | Buy |
584,055
+33,530
| +6% | +$924K | 1.15% | 19 |
|
|
2017
Q3 | $13.9M | Buy |
550,525
+1,714
| +0.3% | +$41.6K | 0.99% | 33 |
|
|
2017
Q2 | $13.3M | Buy |
548,811
+20,714
| +4% | +$483K | 0.96% | 33 |
|
|
2017
Q1 | $12.5M | Buy |
528,097
+30,522
| +6% | +$724K | 0.93% | 28 |
|
|
2016
Q4 | $11M | Buy |
497,575
+7,058
| +1% | +$136K | 0.87% | 32 |
|
|
2016
Q3 | $7.68M | Sell |
490,517
-17,702
| -3% | -$264K | 0.63% | 53 |
|
|
2016
Q2 | $6.74M | Buy |
508,219
+473,478
| +1,363% | +$6.65M | 0.55% | 67 |
|
|
2016
Q1 | $470K | Sell |
34,741
-91,350
| -72% | -$1.23M | 0.07% | 140 |
|
|
2015
Q4 | $2.12M | Sell |
126,091
-2,483
| -2% | -$42K | 0.3% | 96 |
|
|
2015
Q3 | $2M | Sell |
128,574
-2,198
| -2% | -$37K | 0.28% | 101 |
|
|
2015
Q2 | $2.23M | Buy |
130,772
+8,900
| +7% | +$147K | 0.29% | 103 |
|
|
2015
Q1 | $1.88M | Buy |
121,872
+6,181
| +5% | +$99.3K | 0.23% | 112 |
|
|
2014
Q4 | $2.07M | Buy |
115,691
+6,788
| +6% | +$116K | 0.26% | 109 |
|
|
2014
Q3 | $1.86M | Buy |
108,903
+4,100
| +4% | +$65.3K | 0.24% | 109 |
|
|
2014
Q2 | $1.61M | Buy |
104,803
+823
| +0.8% | +$12.8K | 0.21% | 121 |
|
|
2014
Q1 | $1.79M | Buy |
103,980
+3,000
| +3% | +$50.5K | 0.24% | 115 |
|
|
2013
Q4 | $1.57M | Buy |
100,980
+5,665
| +6% | +$84K | 0.22% | 121 |
|
|
2013
Q3 | $1.31M | Buy |
95,315
+4,000
| +4% | +$57.1K | 0.2% | 122 |
|
|
2013
Q2 | $1.17M | Buy |
+91,315
| New | +$1.16M | 0.18% | 127 |
|
Other funds holding BAC
Boston Financial Management's BAC Position: Q4 2024 in Review
Boston Financial Management increased its Bank of America (BAC) stake by 3.9% in Q4 2024, buying an estimated $112K and bringing the position to 68,548 shares worth $3.01M. The position accounts for 0.09% of the portfolio, ranked #119.
Boston Financial Management first reported a position in BAC in Q2 2013 and has held it in 47 quarters since. The position peaked at $18.9M in Q3 2018. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.
- Boston Financial Management held 68,548 shares of Bank of America worth $3.01M as of Q4 2024.
- Boston Financial Management bought 2,542 Bank of America shares in Q4 2024, an estimated $112K.
- Bank of America made up 0.09% of Boston Financial Management's portfolio in Q4 2024, its #119 holding.
- Boston Financial Management first reported a position in Bank of America in Q2 2013 and has held it in 47 quarters since.
- Boston Financial Management's Bank of America position peaked at $18.9M in Q3 2018.
- 3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.
Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.