Cahill 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 | $523K | Buy |
11,046
+3
| +0% | +$142 | 0.06% | 164 |
|
|
2025
Q1 | $461K | Buy |
11,043
+4
| +0% | +$167 | 0.06% | 173 |
|
|
2024
Q4 | $485K | Sell |
11,039
-1,192
| -10% | -$52.4K | 0.07% | 166 |
|
|
2024
Q3 | $485K | Buy |
12,231
+249
| +2% | +$9.88K | 0.07% | 170 |
|
|
2024
Q2 | $477K | Buy |
11,982
+322
| +3% | +$12.8K | 0.07% | 178 |
|
|
2024
Q1 | $442K | Buy |
11,660
+310
| +3% | +$11.8K | 0.06% | 182 |
|
|
2023
Q4 | $382K | Buy |
11,350
+36
| +0.3% | +$1.21K | 0.06% | 183 |
|
|
2023
Q3 | $310K | Sell |
11,314
-10,117
| -47% | -$277K | 0.05% | 189 |
|
|
2023
Q2 | $615K | Buy |
21,431
+10,129
| +90% | +$291K | 0.1% | 148 |
|
|
2023
Q1 | $323K | Sell |
11,302
-116
| -1% | -$3.32K | 0.06% | 185 |
|
|
2022
Q4 | $378K | Sell |
11,418
-27
| -0.2% | -$894 | 0.07% | 169 |
|
|
2022
Q3 | $346K | Sell |
11,445
-11
| -0.1% | -$333 | 0.07% | 174 |
|
|
2022
Q2 | $357K | Buy |
11,456
+72
| +0.6% | +$2.24K | 0.08% | 171 |
|
|
2022
Q1 | $469K | Sell |
11,384
-889
| -7% | -$36.6K | 0.09% | 161 |
|
|
2021
Q4 | $546K | Sell |
12,273
-201
| -2% | -$8.94K | 0.11% | 157 |
|
|
2021
Q3 | $530K | Sell |
12,474
-766
| -6% | -$32.5K | 0.11% | 152 |
|
|
2021
Q2 | $546K | Buy |
13,240
+162
| +1% | +$6.68K | 0.12% | 144 |
|
|
2021
Q1 | $506K | Sell |
13,078
-35
| -0.3% | -$1.35K | 0.12% | 136 |
|
|
2020
Q4 | $398K | Buy |
13,113
+1,243
| +10% | +$37.7K | 0.1% | 143 |
|
|
2020
Q3 | $286K | Buy |
11,870
+4
| +0% | +$96 | 0.1% | 134 |
|
|
2020
Q2 | $282K | Sell |
11,866
-449
| -4% | -$10.7K | 0.11% | 135 |
|
|
2020
Q1 | $262K | Buy |
12,315
+8
| +0.1% | +$170 | 0.12% | 127 |
|
|
2019
Q4 | $434K | Buy |
12,307
+5
| +0% | +$176 | 0.16% | 116 |
|
|
2019
Q3 | $359K | Buy |
12,302
+3,197
| +35% | +$93.3K | 0.14% | 121 |
|
|
2019
Q2 | $265K | Sell |
9,105
-291
| -3% | -$8.47K | 0.11% | 137 |
|
|
2019
Q1 | $260K | Buy |
9,396
+5
| +0.1% | +$138 | 0.11% | 135 |
|
|
2018
Q4 | $232K | Buy |
9,391
+369
| +4% | +$9.12K | 0.12% | 134 |
|
|
2018
Q3 | $266K | Buy |
9,022
+5
| +0.1% | +$147 | 0.12% | 132 |
|
|
2018
Q2 | $255K | Buy |
9,017
+735
| +9% | +$20.8K | 0.12% | 134 |
|
|
2018
Q1 | $249K | Sell |
8,282
-1,029
| -11% | -$30.9K | 0.12% | 135 |
|
|
2017
Q4 | $275K | Hold |
9,311
| – | – | 0.14% | 118 |
|
|
2017
Q3 | $236K | Buy |
9,311
+1
| +0% | +$25 | 0.12% | 125 |
|
|
2017
Q2 | $226K | Buy |
9,310
+1
| +0% | +$24 | 0.13% | 128 |
|
|
2017
Q1 | $220K | Buy |
9,309
+1
| +0% | +$24 | 0.13% | 123 |
|
|
2016
Q4 | $206K | Buy |
+9,308
| New | +$206K | 0.13% | 125 |
|