Callan Family Office’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 | $14.7M | Buy |
310,219
+154,577
| +99% | +$7.31M | 0.46% | 41 |
|
|
2025
Q1 | $6.49M | Sell |
155,642
-42,216
| -21% | -$1.76M | 0.49% | 42 |
|
|
2024
Q4 | $8.7M | Buy |
197,858
+116,340
| +143% | +$5.11M | 0.55% | 31 |
|
|
2024
Q3 | $3.23M | Buy |
+81,518
| New | +$3.23M | 0.54% | 35 |
|
|
2023
Q3 | – | Sell |
-14,085
| Closed | -$404K | – | 92 |
|
|
2023
Q2 | $404K | Sell |
14,085
-8,248
| -37% | -$237K | 0.11% | 72 |
|
|
2023
Q1 | $639K | Buy |
+22,333
| New | +$639K | 0.16% | 83 |
|