Callan Capital’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $911K | Buy |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $942K | Buy |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $718K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $133K | Hold |
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|
2016
Q1 | $135K | Sell |
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|
2015
Q4 | $171K | Buy |
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