CAPTRUST 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137M | Buy |
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|
2025
Q1 | $118M | Buy |
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|
2024
Q4 | $120M | Buy |
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|
2024
Q3 | $104M | Sell |
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|
2024
Q2 | $105M | Buy |
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|
2024
Q1 | $96.9M | Sell |
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|
2023
Q4 | $99.3M | Buy |
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|
2023
Q3 | $74.6M | Buy |
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|
2023
Q2 | $74.7M | Buy |
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|
2023
Q1 | $69.8M | Sell |
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|
2022
Q4 | $110M | Buy |
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|
2022
Q3 | $95.6M | Buy |
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|
2022
Q2 | $51.5M | Buy |
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|
2022
Q1 | $60.7M | Buy |
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|
2021
Q4 | $61.5M | Buy |
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|
2021
Q3 | $57.4M | Sell |
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|
2021
Q2 | $93.9M | Sell |
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|
2021
Q1 | $90.2M | Buy |
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|
2020
Q4 | $65.7M | Buy |
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|
2020
Q3 | $47.1M | Sell |
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|
2020
Q2 | $50M | Buy |
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|
2020
Q1 | $39.6M | Sell |
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|
2019
Q4 | $71.5M | Buy |
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|
2019
Q3 | $10.2M | Sell |
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|
2019
Q2 | $10.2M | Buy |
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|
2019
Q1 | $9.15M | Buy |
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|
2018
Q4 | $7.75M | Buy |
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|
2018
Q3 | $8.93M | Sell |
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|
2018
Q2 | $9.99M | Buy |
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|
2018
Q1 | $8.97M | Sell |
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|
2017
Q4 | $10.1M | Buy |
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|
2017
Q3 | $4K | Buy |
|