Buckingham Strategic Wealth’s Bank of America BAC Stock Holding History

Buckingham Strategic Wealth’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$5.64M	Buy	141,728 +2,324	+2%	+$92.4K	0.06%	134
2024 Q1	$5.29M	Sell	139,404 -202,872	-59%	-$7.69M	0.06%	144
2023 Q4	$11.5M	Sell	342,276 -194,100	-36%	-$6.54M	0.14%	89
2023 Q3	$14.7M	Buy	536,376 +14,311	+3%	+$392K	0.21%	58
2023 Q2	$15M	Buy	522,065 +6,679	+1%	+$192K	0.21%	57
2023 Q1	$17.1M	Hold	515,386	–	–	0.31%	44
2022 Q4	$17.1M	Sell	515,386 -3,188	-0.6%	-$106K	0.31%	44
2022 Q3	$15.7M	Buy	518,574 +13,126	+3%	+$396K	0.32%	44
2022 Q2	$15.7M	Buy	505,448 +406,040	+408%	+$12.6M	0.31%	42
2022 Q1	$4.1M	Sell	99,408 -13,223	-12%	-$545K	0.08%	122
2021 Q4	$5.01M	Buy	112,631 +280	+0.2%	+$12.5K	0.1%	104
2021 Q3	$4.77M	Sell	112,351 -189	-0.2%	-$8.02K	0.1%	109
2021 Q2	$4.64M	Buy	112,540 +22,312	+25%	+$920K	0.11%	107
2021 Q1	$3.49M	Buy	90,228 +4,293	+5%	+$166K	0.17%	109
2020 Q4	$2.61M	Buy	85,935 +461	+0.5%	+$14K	0.14%	126
2020 Q3	$2.06M	Buy	85,474 +1,544	+2%	+$37.2K	0.16%	108
2020 Q2	$1.99M	Sell	83,930 -45,104	-35%	-$1.07M	0.19%	93
2020 Q1	$2.74M	Buy	129,034 +36,512	+39%	+$775K	0.26%	76
2019 Q4	$3.26M	Sell	92,522 -161	-0.2%	-$5.67K	0.31%	70
2019 Q3	$2.7M	Buy	92,683 +6,478	+8%	+$189K	0.29%	77
2019 Q2	$2.5M	Buy	86,205 +4,566	+6%	+$132K	0.27%	75
2019 Q1	$2.25M	Buy	81,639 +5,131	+7%	+$142K	0.28%	77
2018 Q4	$1.89M	Buy	76,508 +475	+0.6%	+$11.7K	0.29%	72
2018 Q3	$2.24M	Buy	76,033 +10,866	+17%	+$320K	0.34%	61
2018 Q2	$1.84M	Buy	65,167 +10,666	+20%	+$301K	0.3%	76
2018 Q1	$1.63M	Buy	54,501 +2,717	+5%	+$81.5K	0.32%	68
2017 Q4	$1.53M	Buy	51,784 +6,314	+14%	+$186K	0.32%	75
2017 Q3	$1.15M	Sell	45,470 -33	-0.1%	-$836	0.27%	82
2017 Q2	$1.1M	Sell	45,503 -589	-1%	-$14.3K	0.26%	91
2017 Q1	$1.09M	Sell	46,092 -7,671	-14%	-$181K	0.32%	70
2016 Q4	$1.19M	Sell	53,763 -5,691	-10%	-$126K	0.38%	56
2016 Q3	$930K	Buy	59,454 +180	+0.3%	+$2.82K	0.31%	62
2016 Q2	$787K	Sell	59,274 -1,671	-3%	-$22.2K	0.27%	77
2016 Q1	$824K	Buy	60,945 +2,127	+4%	+$28.8K	0.27%	74
2015 Q4	$990K	Sell	58,818 -15,541	-21%	-$262K	0.33%	55
2015 Q3	$1.16M	Buy	74,359 +712	+1%	+$11.1K	0.41%	44
2015 Q2	$1.25M	Buy	73,647 +1,190	+2%	+$20.2K	0.41%	46
2015 Q1	$1.12M	Buy	72,457 +333	+0.5%	+$5.12K	0.42%	49
2014 Q4	$1.29M	Buy	72,124 +3,092	+4%	+$55.3K	0.5%	41
2014 Q3	$1.18M	Buy	69,032 +2,143	+3%	+$36.5K	0.49%	42
2014 Q2	$1.03M	Sell	66,889 -1,738	-3%	-$26.7K	0.45%	48
2014 Q1	$1.18M	Sell	68,627 -1,371	-2%	-$23.6K	0.55%	39
2013 Q4	$1.09M	Sell	69,998 -3,714	-5%	-$57.8K	0.51%	41
2013 Q3	$1.02M	Buy	73,712 +23,726	+47%	+$327K	0.54%	38
2013 Q2	$643K	Buy	+49,986	New	+$643K	0.36%	49