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 |
|