Capstone Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $255K | Buy |
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|
2025
Q3 | $238K | Buy |
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|
2025
Q2 | $215K | Buy |
|
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $218K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $207K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $212K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $140K | Sell |
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|
2016
Q1 | $144K | Buy |
|