Bragg Financial Advisors’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 | $2.77M | Buy |
58,602
+4,604
| +9% | +$218K | 0.1% | 163 |
|
|
2025
Q1 | $2.25M | Buy |
53,998
+6,510
| +14% | +$272K | 0.09% | 164 |
|
|
2024
Q4 | $2.09M | Buy |
47,488
+2,609
| +6% | +$115K | 0.08% | 171 |
|
|
2024
Q3 | $1.78M | Buy |
44,879
+7,352
| +20% | +$292K | 0.07% | 181 |
|
|
2024
Q2 | $1.49M | Buy |
37,527
+1,666
| +5% | +$66.3K | 0.07% | 188 |
|
|
2024
Q1 | $1.36M | Sell |
35,861
-4,800
| -12% | -$182K | 0.06% | 189 |
|
|
2023
Q4 | $1.37M | Sell |
40,661
-4,101
| -9% | -$138K | 0.07% | 184 |
|
|
2023
Q3 | $1.23M | Sell |
44,762
-715
| -2% | -$19.6K | 0.06% | 188 |
|
|
2023
Q2 | $1.3M | Buy |
45,477
+5,218
| +13% | +$150K | 0.07% | 184 |
|
|
2023
Q1 | $1.15M | Sell |
40,259
-2,908
| -7% | -$83.2K | 0.07% | 188 |
|
|
2022
Q4 | $1.43M | Buy |
43,167
+1,244
| +3% | +$41.2K | 0.09% | 172 |
|
|
2022
Q3 | $1.27M | Buy |
41,923
+6,781
| +19% | +$205K | 0.09% | 170 |
|
|
2022
Q2 | $1.09M | Buy |
35,142
+5,861
| +20% | +$182K | 0.07% | 180 |
|
|
2022
Q1 | $1.21M | Sell |
29,281
-162
| -0.6% | -$6.68K | 0.07% | 183 |
|
|
2021
Q4 | $1.25M | Hold |
29,443
| – | – | 0.08% | 173 |
|
|
2021
Q3 | $1.25M | Sell |
29,443
-1,132
| -4% | -$48.1K | 0.08% | 173 |
|
|
2021
Q2 | $1.26M | Buy |
30,575
+4,646
| +18% | +$192K | 0.08% | 174 |
|
|
2021
Q1 | $1M | Buy |
25,929
+1,544
| +6% | +$59.7K | 0.07% | 181 |
|
|
2020
Q4 | $739K | Buy |
24,385
+364
| +2% | +$11K | 0.06% | 180 |
|
|
2020
Q3 | $579K | Buy |
24,021
+1,450
| +6% | +$35K | 0.06% | 183 |
|
|
2020
Q2 | $536K | Sell |
22,571
-400
| -2% | -$9.5K | 0.06% | 182 |
|
|
2020
Q1 | $488K | Sell |
22,971
-2,131
| -8% | -$45.3K | 0.07% | 178 |
|
|
2019
Q4 | $884K | Sell |
25,102
-844
| -3% | -$29.7K | 0.1% | 168 |
|
|
2019
Q3 | $757K | Sell |
25,946
-1,069
| -4% | -$31.2K | 0.09% | 169 |
|
|
2019
Q2 | $783K | Buy |
27,015
+482
| +2% | +$14K | 0.1% | 169 |
|
|
2019
Q1 | $732K | Sell |
26,533
-1,205
| -4% | -$33.2K | 0.1% | 169 |
|
|
2018
Q4 | $683K | Sell |
27,738
-2,657
| -9% | -$65.4K | 0.1% | 167 |
|
|
2018
Q3 | $895K | Sell |
30,395
-647
| -2% | -$19.1K | 0.12% | 162 |
|
|
2018
Q2 | $875K | Buy |
31,042
+584
| +2% | +$16.5K | 0.12% | 162 |
|
|
2018
Q1 | $913K | Sell |
30,458
-1,598
| -5% | -$47.9K | 0.13% | 162 |
|
|
2017
Q4 | $946K | Sell |
32,056
-2,915
| -8% | -$86K | 0.14% | 164 |
|
|
2017
Q3 | $886K | Sell |
34,971
-7,092
| -17% | -$180K | 0.14% | 165 |
|
|
2017
Q2 | $1.02M | Buy |
42,063
+3,582
| +9% | +$86.9K | 0.16% | 160 |
|
|
2017
Q1 | $908K | Buy |
38,481
+1,190
| +3% | +$28.1K | 0.15% | 169 |
|
|
2016
Q4 | $824K | Buy |
37,291
+2,430
| +7% | +$53.7K | 0.14% | 174 |
|
|
2016
Q3 | $546K | Sell |
34,861
-900
| -3% | -$14.1K | 0.1% | 196 |
|
|
2016
Q2 | $475K | Sell |
35,761
-5,658
| -14% | -$75.2K | 0.09% | 202 |
|
|
2016
Q1 | $560K | Buy |
41,419
+2,469
| +6% | +$33.4K | 0.11% | 189 |
|
|
2015
Q4 | $656K | Sell |
38,950
-1,647
| -4% | -$27.7K | 0.14% | 169 |
|
|
2015
Q3 | $633K | Buy |
40,597
+41
| +0.1% | +$639 | 0.15% | 161 |
|
|
2015
Q2 | $690K | Buy |
40,556
+519
| +1% | +$8.83K | 0.16% | 164 |
|
|
2015
Q1 | $616K | Buy |
40,037
+564
| +1% | +$8.68K | 0.14% | 168 |
|
|
2014
Q4 | $706K | Hold |
39,473
| – | – | 0.17% | 157 |
|
|
2014
Q3 | $673K | Hold |
39,473
| – | – | 0.17% | 157 |
|
|
2014
Q2 | $607K | Sell |
39,473
-2,587
| -6% | -$39.8K | 0.15% | 171 |
|
|
2014
Q1 | $723K | Buy |
42,060
+500
| +1% | +$8.6K | 0.18% | 158 |
|
|
2013
Q4 | $647K | Buy |
+41,560
| New | +$647K | 0.16% | 163 |
|