Cary Street Partners Investment Advisory’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 | $774K | Buy |
|
|||||
|
2025
Q1 | $552K | Buy |
|
|||||
|
2024
Q4 | $448K | Sell |
|
|||||
|
2024
Q3 | $5.11M | Sell |
|
|||||
|
2024
Q2 | $5.95M | Sell |
|
|||||
|
2024
Q1 | $5.94M | Buy |
|
|||||
|
2023
Q4 | $5.17M | Sell |
|
|||||
|
2023
Q3 | $4.43M | Buy |
|
|||||
|
2023
Q2 | $4.38M | Buy |
|
|||||
|
2023
Q1 | $3.29M | Buy |
|
|||||
|
2022
Q4 | $3.24M | Sell |
|
|||||
|
2022
Q3 | $3.1M | Buy |
|
|||||
|
2022
Q2 | $3.11M | Buy |
|
|||||
|
2022
Q1 | $1.42M | Buy |
|
|||||
|
2021
Q4 | $1.24M | Buy |
|
|||||
|
2021
Q3 | $853K | Buy |
|
|||||
|
2021
Q2 | $812K | Buy |
|
|||||
|
2021
Q1 | $703K | Sell |
|
|||||
|
2020
Q4 | $2.36M | Buy |
|
|||||
|
2020
Q3 | $961K | Buy |
|
|||||
|
2020
Q2 | $303K | Sell |
|
|||||
|
2020
Q1 | $312K | Buy |
|
|||||
|
2019
Q4 | $473K | Buy |
|
|||||
|
2018
Q4 | $290K | Buy |
|