Capstone Financial Advisors’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 | $215K | Buy |
+4,547
| New | +$215K | 0.01% | 149 |
|
|
2025
Q1 | – | Sell |
-5,487
| Closed | -$241K | – | 158 |
|
|
2024
Q4 | $241K | Hold |
5,487
| – | – | 0.01% | 128 |
|
|
2024
Q3 | $218K | Buy |
+5,487
| New | +$218K | 0.01% | 131 |
|
|
2018
Q1 | – | Sell |
-7,025
| Closed | -$207K | – | 95 |
|
|
2017
Q4 | $207K | Buy |
+7,025
| New | +$207K | 0.08% | 70 |
|
|
2017
Q3 | – | Sell |
-8,863
| Closed | -$212K | – | 86 |
|
|
2017
Q2 | $212K | Buy |
+8,863
| New | +$212K | 0.1% | 60 |
|
|
2016
Q3 | – | Sell |
-10,517
| Closed | -$140K | – | 76 |
|
|
2016
Q2 | $140K | Sell |
10,517
-112
| -1% | -$1.49K | 0.08% | 58 |
|
|
2016
Q1 | $144K | Buy |
+10,629
| New | +$144K | 0.06% | 61 |
|