Burney Company’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 | $1.49M | Sell |
31,389
-5,336
| -15% | -$253K | 0.05% | 270 |
|
|
2025
Q1 | $1.53M | Sell |
36,725
-8,874
| -19% | -$370K | 0.06% | 252 |
|
|
2024
Q4 | $2M | Sell |
45,599
-513
| -1% | -$22.5K | 0.07% | 218 |
|
|
2024
Q3 | $1.83M | Sell |
46,112
-480
| -1% | -$19K | 0.07% | 233 |
|
|
2024
Q2 | $1.85M | Sell |
46,592
-300
| -0.6% | -$11.9K | 0.07% | 231 |
|
|
2024
Q1 | $1.78M | Sell |
46,892
-510
| -1% | -$19.3K | 0.07% | 253 |
|
|
2023
Q4 | $1.6M | Sell |
47,402
-19
| -0% | -$640 | 0.07% | 264 |
|
|
2023
Q3 | $1.3M | Buy |
47,421
+10,129
| +27% | +$277K | 0.06% | 277 |
|
|
2023
Q2 | $1.07M | Sell |
37,292
-512
| -1% | -$14.7K | 0.05% | 310 |
|
|
2023
Q1 | $1.08M | Sell |
37,804
-2,804
| -7% | -$80.2K | 0.05% | 304 |
|
|
2022
Q4 | $1.34M | Sell |
40,608
-1,400
| -3% | -$46.4K | 0.07% | 262 |
|
|
2022
Q3 | $1.27M | Sell |
42,008
-1,677
| -4% | -$50.6K | 0.07% | 264 |
|
|
2022
Q2 | $1.36M | Sell |
43,685
-658
| -1% | -$20.5K | 0.07% | 262 |
|
|
2022
Q1 | $1.83M | Sell |
44,343
-4,389
| -9% | -$181K | 0.08% | 244 |
|
|
2021
Q4 | $2.17M | Sell |
48,732
-941
| -2% | -$41.9K | 0.09% | 226 |
|
|
2021
Q3 | $2.11M | Sell |
49,673
-545
| -1% | -$23.1K | 0.1% | 215 |
|
|
2021
Q2 | $2.07M | Sell |
50,218
-675
| -1% | -$27.8K | 0.1% | 229 |
|
|
2021
Q1 | $1.97M | Buy |
50,893
+6,429
| +14% | +$249K | 0.1% | 224 |
|
|
2020
Q4 | $1.35M | Sell |
44,464
-6,641
| -13% | -$201K | 0.07% | 255 |
|
|
2020
Q3 | $1.23M | Sell |
51,105
-3,548
| -6% | -$85.5K | 0.08% | 253 |
|
|
2020
Q2 | $1.3M | Sell |
54,653
-1,078
| -2% | -$25.6K | 0.08% | 243 |
|
|
2020
Q1 | $1.18M | Sell |
55,731
-3,891
| -7% | -$82.6K | 0.09% | 216 |
|
|
2019
Q4 | $2.1M | Buy |
59,622
+3,789
| +7% | +$133K | 0.12% | 199 |
|
|
2019
Q3 | $1.63M | Buy |
55,833
+493
| +0.9% | +$14.4K | 0.1% | 208 |
|
|
2019
Q2 | $1.61M | Sell |
55,340
-1,729
| -3% | -$50.1K | 0.1% | 218 |
|
|
2019
Q1 | $1.58M | Sell |
57,069
-2,746
| -5% | -$75.8K | 0.1% | 210 |
|
|
2018
Q4 | $1.47M | Sell |
59,815
-5,898
| -9% | -$145K | 0.1% | 210 |
|
|
2018
Q3 | $1.94M | Buy |
65,713
+908
| +1% | +$26.8K | 0.12% | 197 |
|
|
2018
Q2 | $1.83M | Buy |
64,805
+26,236
| +68% | +$740K | 0.11% | 207 |
|
|
2018
Q1 | $1.16M | Sell |
38,569
-11,100
| -22% | -$333K | 0.07% | 230 |
|
|
2017
Q4 | $1.47M | Buy |
49,669
+3,586
| +8% | +$106K | 0.08% | 218 |
|
|
2017
Q3 | $1.17M | Buy |
46,083
+2,141
| +5% | +$54.5K | 0.08% | 215 |
|
|
2017
Q2 | $1.07M | Sell |
43,942
-2,450
| -5% | -$59.6K | 0.07% | 216 |
|
|
2017
Q1 | $1.09M | Sell |
46,392
-1,055
| -2% | -$24.9K | 0.07% | 213 |
|
|
2016
Q4 | $1.05M | Buy |
47,447
+4,219
| +10% | +$93.3K | 0.07% | 205 |
|
|
2016
Q3 | $665K | Sell |
43,228
-784
| -2% | -$12.1K | 0.05% | 235 |
|
|
2016
Q2 | $584K | Sell |
44,012
-6,741
| -13% | -$89.4K | 0.04% | 243 |
|
|
2016
Q1 | $686K | Sell |
50,753
-5,282
| -9% | -$71.4K | 0.05% | 237 |
|
|
2015
Q4 | $960K | Buy |
56,035
+1,565
| +3% | +$26.8K | 0.07% | 204 |
|
|
2015
Q3 | $849K | Sell |
54,470
-54,736
| -50% | -$853K | 0.07% | 205 |
|
|
2015
Q2 | $1.86M | Sell |
109,206
-176,789
| -62% | -$3.01M | 0.13% | 155 |
|
|
2015
Q1 | $4.4M | Buy |
285,995
+167,566
| +141% | +$2.58M | 0.3% | 97 |
|
|
2014
Q4 | $2.12M | Buy |
118,429
+86,151
| +267% | +$1.54M | 0.17% | 141 |
|
|
2014
Q3 | $550K | Buy |
32,278
+2,135
| +7% | +$36.4K | 0.05% | 262 |
|
|
2014
Q2 | $463K | Buy |
30,143
+3,529
| +13% | +$54.2K | 0.04% | 287 |
|
|
2014
Q1 | $458K | Buy |
26,614
+10,114
| +61% | +$174K | 0.04% | 279 |
|
|
2013
Q4 | $257K | Sell |
16,500
-2,682
| -14% | -$41.8K | 0.03% | 367 |
|
|
2013
Q3 | $265K | Buy |
19,182
+1,024
| +6% | +$14.1K | 0.03% | 357 |
|
|
2013
Q2 | $234K | Buy |
+18,158
| New | +$234K | 0.03% | 360 |
|