Bridges Investment Management’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
$2.48M Buy
52,424
+14,153
+37% +$670K 0.03% 147
2025
Q1
$1.6M Sell
38,271
-2,598
-6% -$108K 0.02% 182
2024
Q4
$1.8M Buy
40,869
+256
+0.6% +$11.3K 0.03% 156
2024
Q3
$1.61M Sell
40,613
-4,546
-10% -$180K 0.02% 160
2024
Q2
$1.8M Buy
+45,159
New +$1.8M 0.03% 148
2021
Q1
Sell
-9,710
Closed -$294K 216
2020
Q4
$294K Buy
+9,710
New +$294K 0.01% 198
2020
Q3
Sell
-8,917
Closed -$211K 216
2020
Q2
$211K Sell
8,917
-28,565
-76% -$676K 0.01% 216
2020
Q1
$796K Sell
37,482
-71,950
-66% -$1.53M 0.04% 147
2019
Q4
$3.86M Sell
109,432
-49,680
-31% -$1.75M 0.14% 99
2019
Q3
$4.64M Sell
159,112
-7,399
-4% -$216K 0.18% 91
2019
Q2
$4.83M Sell
166,511
-800
-0.5% -$23.2K 0.18% 90
2019
Q1
$4.62M Sell
167,311
-1,555
-0.9% -$42.9K 0.19% 91
2018
Q4
$4.16M Sell
168,866
-1,900
-1% -$46.8K 0.2% 89
2018
Q3
$5.03M Sell
170,766
-8,350
-5% -$246K 0.25% 85
2018
Q2
$5.05M Sell
179,116
-34
-0% -$958 0.23% 86
2018
Q1
$5.37M Buy
179,150
+162,729
+991% +$4.88M 0.25% 77
2017
Q4
$485K Buy
+16,421
New +$485K 0.04% 148