CFIA
Cantor Fitzgerald Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Sell |
98,566
-625
| -0.6% | -$29.6K | 0.33% | 83 |
|
|
2025
Q1 | $4.14M | Sell |
99,191
-131
| -0.1% | -$5.47K | 0.3% | 82 |
|
|
2024
Q4 | $4.37M | Sell |
99,322
-1,513
| -2% | -$66.5K | 0.3% | 80 |
|
|
2024
Q3 | $4M | Buy |
100,835
+330
| +0.3% | +$13.1K | 0.27% | 84 |
|
|
2024
Q2 | $4M | Buy |
100,505
+4,182
| +4% | +$166K | 0.31% | 78 |
|
|
2024
Q1 | $3.65M | Sell |
96,323
-4,451
| -4% | -$169K | 0.27% | 85 |
|
|
2023
Q4 | $3.39M | Buy |
+100,774
| New | +$3.39M | 0.26% | 83 |
|
|
2022
Q1 | $9.08M | Buy |
220,161
+84,077
| +62% | +$3.47M | 0.41% | 74 |
|
|
2021
Q4 | $6.05M | Sell |
136,084
-9,930
| -7% | -$442K | 0.37% | 72 |
|
|
2021
Q3 | $6.2M | Sell |
146,014
-5,422
| -4% | -$230K | 0.46% | 65 |
|
|
2021
Q2 | $6.24M | Buy |
+151,436
| New | +$6.24M | 0.46% | 66 |
|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$211K | – | 59 |
|
|
2019
Q4 | $211K | Buy |
+6,000
| New | +$211K | 0.03% | 49 |
|