Capital Analysts LLC’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 | $5.56M | Buy |
117,377
+1,834
| +2% | +$86.8K | 0.19% | 100 |
|
|
2025
Q1 | $4.82M | Buy |
115,543
+6,463
| +6% | +$270K | 0.18% | 107 |
|
|
2024
Q4 | $4.79M | Buy |
109,080
+2,874
| +3% | +$126K | 0.19% | 99 |
|
|
2024
Q3 | $4.21M | Buy |
106,206
+8,523
| +9% | +$338K | 0.17% | 111 |
|
|
2024
Q2 | $3.89M | Buy |
97,683
+8,277
| +9% | +$329K | 0.17% | 105 |
|
|
2024
Q1 | $3.39M | Buy |
89,406
+8,843
| +11% | +$335K | 0.16% | 111 |
|
|
2023
Q4 | $2.71M | Buy |
80,563
+2,676
| +3% | +$90.1K | 0.14% | 126 |
|
|
2023
Q3 | $2.13M | Buy |
77,887
+2,661
| +4% | +$72.9K | 0.12% | 143 |
|
|
2023
Q2 | $2.16M | Buy |
75,226
+1,448
| +2% | +$41.5K | 0.12% | 148 |
|
|
2023
Q1 | $2.11M | Sell |
73,778
-579
| -0.8% | -$16.6K | 0.12% | 149 |
|
|
2022
Q4 | $2.46M | Sell |
74,357
-591
| -0.8% | -$19.6K | 0.15% | 136 |
|
|
2022
Q3 | $2.26M | Sell |
74,948
-12
| -0% | -$362 | 0.16% | 131 |
|
|
2022
Q2 | $2.33M | Sell |
74,960
-426
| -0.6% | -$13.3K | 0.16% | 131 |
|
|
2022
Q1 | $3.11M | Buy |
75,386
+610
| +0.8% | +$25.1K | 0.2% | 110 |
|
|
2021
Q4 | $3.33M | Buy |
74,776
+381
| +0.5% | +$17K | 0.2% | 103 |
|
|
2021
Q3 | $3.16M | Buy |
74,395
+3,937
| +6% | +$167K | 0.21% | 97 |
|
|
2021
Q2 | $2.91M | Buy |
70,458
+1,722
| +3% | +$71K | 0.2% | 109 |
|
|
2021
Q1 | $2.66M | Buy |
68,736
+6,234
| +10% | +$241K | 0.18% | 104 |
|
|
2020
Q4 | $1.89M | Buy |
62,502
+4,723
| +8% | +$143K | 0.17% | 105 |
|
|
2020
Q3 | $1.39M | Buy |
57,779
+5,155
| +10% | +$124K | 0.13% | 138 |
|
|
2020
Q2 | $1.25M | Sell |
52,624
-244
| -0.5% | -$5.8K | 0.13% | 140 |
|
|
2020
Q1 | $1.12M | Sell |
52,868
-2,727
| -5% | -$57.9K | 0.14% | 133 |
|
|
2019
Q4 | $1.96M | Buy |
55,595
+677
| +1% | +$23.8K | 0.19% | 96 |
|
|
2019
Q3 | $1.6M | Buy |
54,918
+1,042
| +2% | +$30.4K | 0.17% | 107 |
|
|
2019
Q2 | $1.56M | Sell |
53,876
-1,661
| -3% | -$48.2K | 0.17% | 112 |
|
|
2019
Q1 | $1.53M | Sell |
55,537
-1,494
| -3% | -$41.2K | 0.18% | 103 |
|
|
2018
Q4 | $1.41M | Sell |
57,031
-1,581
| -3% | -$38.9K | 0.18% | 93 |
|
|
2018
Q3 | $1.73M | Buy |
58,612
+1,640
| +3% | +$48.3K | 0.2% | 91 |
|
|
2018
Q2 | $1.61M | Buy |
56,972
+942
| +2% | +$26.6K | 0.19% | 93 |
|
|
2018
Q1 | $1.68M | Buy |
56,030
+656
| +1% | +$19.7K | 0.21% | 85 |
|
|
2017
Q4 | $1.64M | Sell |
55,374
-661
| -1% | -$19.5K | 0.2% | 86 |
|
|
2017
Q3 | $1.42M | Buy |
56,035
+4,516
| +9% | +$114K | 0.19% | 86 |
|
|
2017
Q2 | $1.25M | Buy |
+51,519
| New | +$1.25M | 0.18% | 89 |
|
|
2016
Q3 | – | Sell |
-14,105
| Closed | -$187K | – | 397 |
|
|
2016
Q2 | $187K | Sell |
14,105
-19,439
| -58% | -$258K | 0.04% | 175 |
|
|
2016
Q1 | $454K | Sell |
33,544
-28,449
| -46% | -$385K | 0.09% | 146 |
|
|
2015
Q4 | $1.04M | Sell |
61,993
-68,894
| -53% | -$1.16M | 0.21% | 94 |
|
|
2015
Q3 | $2.04M | Buy |
130,887
+65,303
| +100% | +$1.02M | 0.39% | 66 |
|
|
2015
Q2 | $1.12M | Buy |
65,584
+695
| +1% | +$11.8K | 0.23% | 94 |
|
|
2015
Q1 | $999K | Sell |
64,889
-4,657
| -7% | -$71.7K | 0.21% | 99 |
|
|
2014
Q4 | $1.24M | Sell |
69,546
-7,560
| -10% | -$135K | 0.27% | 81 |
|
|
2014
Q3 | $1.31M | Buy |
77,106
+3,023
| +4% | +$51.5K | 0.31% | 78 |
|
|
2014
Q2 | $1.14M | Buy |
74,083
+13,736
| +23% | +$211K | 0.28% | 82 |
|
|
2014
Q1 | $1.04M | Buy |
60,347
+13,350
| +28% | +$230K | 0.27% | 84 |
|
|
2013
Q4 | $732K | Buy |
46,997
+14,650
| +45% | +$228K | 0.2% | 106 |
|
|
2013
Q3 | $446K | Buy |
32,347
+14,000
| +76% | +$193K | 0.13% | 108 |
|
|
2013
Q2 | $236K | Buy |
+18,347
| New | +$236K | 0.07% | 127 |
|