Cambridge Investment Research Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.1M | Sell |
911,834
-12,299
| -1% | -$582K | 0.13% | 137 |
|
|
2025
Q1 | $38.6M | Sell |
924,133
-40,744
| -4% | -$1.7M | 0.13% | 150 |
|
|
2024
Q4 | $42.4M | Sell |
964,877
-9,147
| -0.9% | -$402K | 0.14% | 131 |
|
|
2024
Q3 | $38.6M | Sell |
974,024
-86,965
| -8% | -$3.45M | 0.13% | 148 |
|
|
2024
Q2 | $42.2M | Sell |
1,060,989
-13,782
| -1% | -$548K | 0.16% | 116 |
|
|
2024
Q1 | $40.8M | Sell |
1,074,771
-35,660
| -3% | -$1.35M | 0.16% | 121 |
|
|
2023
Q4 | $37.4M | Sell |
1,110,431
-16,167
| -1% | -$544K | 0.16% | 117 |
|
|
2023
Q3 | $30.8M | Sell |
1,126,598
-11,921
| -1% | -$326K | 0.14% | 136 |
|
|
2023
Q2 | $32.7M | Buy |
1,138,519
+18,323
| +2% | +$526K | 0.15% | 131 |
|
|
2023
Q1 | $32M | Buy |
1,120,196
+93,640
| +9% | +$2.68M | 0.16% | 126 |
|
|
2022
Q4 | $34M | Sell |
1,026,556
-21,725
| -2% | -$720K | 0.18% | 110 |
|
|
2022
Q3 | $31.7M | Buy |
1,048,281
+42,202
| +4% | +$1.27M | 0.18% | 105 |
|
|
2022
Q2 | $31.3M | Buy |
1,006,079
+108,299
| +12% | +$3.37M | 0.17% | 118 |
|
|
2022
Q1 | $37M | Sell |
897,780
-23,063
| -3% | -$951K | 0.17% | 109 |
|
|
2021
Q4 | $41M | Buy |
920,843
+100,186
| +12% | +$4.46M | 0.18% | 98 |
|
|
2021
Q3 | $34.8M | Sell |
820,657
-37,586
| -4% | -$1.6M | 0.17% | 114 |
|
|
2021
Q2 | $35.4M | Buy |
858,243
+2,910
| +0.3% | +$120K | 0.17% | 119 |
|
|
2021
Q1 | $33.1M | Buy |
855,333
+43,864
| +5% | +$1.7M | 0.18% | 108 |
|
|
2020
Q4 | $24.6M | Sell |
811,469
-42,587
| -5% | -$1.29M | 0.14% | 143 |
|
|
2020
Q3 | $20.6M | Sell |
854,056
-38,544
| -4% | -$929K | 0.14% | 162 |
|
|
2020
Q2 | $21.2M | Sell |
892,600
-79,745
| -8% | -$1.89M | 0.16% | 138 |
|
|
2020
Q1 | $20.6M | Buy |
972,345
+193,220
| +25% | +$4.1M | 0.2% | 105 |
|
|
2019
Q4 | $27.4M | Buy |
779,125
+54,215
| +7% | +$1.91M | 0.21% | 101 |
|
|
2019
Q3 | $21.1M | Sell |
724,910
-3,699
| -0.5% | -$108K | 0.19% | 112 |
|
|
2019
Q2 | $21.1M | Sell |
728,609
-86,018
| -11% | -$2.49M | 0.19% | 110 |
|
|
2019
Q1 | $22.5M | Sell |
814,627
-2,019
| -0.2% | -$55.7K | 0.22% | 93 |
|
|
2018
Q4 | $20.1M | Buy |
816,646
+33,035
| +4% | +$814K | 0.22% | 99 |
|
|
2018
Q3 | $23.1M | Sell |
783,611
-7,290
| -0.9% | -$215K | 0.22% | 97 |
|
|
2018
Q2 | $22.3M | Buy |
790,901
+41,041
| +5% | +$1.16M | 0.24% | 91 |
|
|
2018
Q1 | $22.5M | Sell |
749,860
-64,837
| -8% | -$1.94M | 0.25% | 86 |
|
|
2017
Q4 | $24.1M | Buy |
814,697
+763
| +0.1% | +$22.5K | 0.28% | 65 |
|
|
2017
Q3 | $20.6M | Buy |
813,934
+19,341
| +2% | +$490K | 0.28% | 67 |
|
|
2017
Q2 | $19.3M | Buy |
+794,593
| New | +$19.3M | 0.28% | 73 |
|
|
2016
Q4 | – | Sell |
-659,552
| Closed | -$10.3M | – | 1708 |
|
|
2016
Q3 | $10.3M | Buy |
+659,552
| New | +$10.3M | 0.19% | 100 |
|
|
2016
Q2 | – | Sell |
-683,663
| Closed | -$9.24M | – | 1594 |
|
|
2016
Q1 | $9.24M | Buy |
683,663
+4,177
| +0.6% | +$56.5K | 0.21% | 96 |
|
|
2015
Q4 | $11.4M | Buy |
+679,486
| New | +$11.4M | 0.27% | 74 |
|
|
2015
Q3 | – | Sell |
-699,558
| Closed | -$11.9M | – | 1474 |
|
|
2015
Q2 | $11.9M | Sell |
699,558
-30,033
| -4% | -$511K | 0.33% | 65 |
|
|
2015
Q1 | $11.2M | Sell |
729,591
-63,574
| -8% | -$978K | 0.32% | 59 |
|
|
2014
Q4 | $14.2M | Buy |
793,165
+1,191
| +0.2% | +$21.3K | 0.44% | 45 |
|
|
2014
Q3 | $13.5M | Buy |
791,974
+37,637
| +5% | +$642K | 0.4% | 50 |
|
|
2014
Q2 | $11.6M | Sell |
754,337
-22,589
| -3% | -$347K | 0.4% | 50 |
|
|
2014
Q1 | $13.4M | Buy |
776,926
+75,978
| +11% | +$1.31M | 0.51% | 43 |
|
|
2013
Q4 | $10.9M | Buy |
700,948
+12,308
| +2% | +$192K | 0.45% | 43 |
|
|
2013
Q3 | $9.5M | Buy |
688,640
+9,819
| +1% | +$135K | 0.42% | 55 |
|
|
2013
Q2 | $8.73M | Buy |
+678,821
| New | +$8.73M | 0.44% | 49 |
|