Capital Square’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 | – | Sell |
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|
2024
Q4 | $963K | Sell |
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|
2024
Q3 | $867K | Sell |
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|
2024
Q2 | $940K | Hold |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $732K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $346K | Sell |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $649K | Sell |
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|
2021
Q4 | $758K | Buy |
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|
2021
Q3 | $689K | Buy |
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|
2021
Q2 | $615K | Buy |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $458K | Buy |
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|
2020
Q3 | $203K | Sell |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $323K | Buy |
|