Catalyst Financial Partners’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 | $1.63M | Buy |
34,536
+1,312
| +4% | +$62.1K | 0.18% | 46 |
|
|
2025
Q1 | $1.39M | Buy |
33,224
+1,421
| +4% | +$59.3K | 0.26% | 47 |
|
|
2024
Q4 | $1.4M | Buy |
31,803
+2,737
| +9% | +$120K | 0.26% | 48 |
|
|
2024
Q3 | $1.15M | Buy |
29,066
+1,513
| +5% | +$60K | 0.23% | 57 |
|
|
2024
Q2 | $1.1M | Buy |
27,553
+1,596
| +6% | +$63.5K | 0.24% | 54 |
|
|
2024
Q1 | $914K | Buy |
25,957
+2,645
| +11% | +$93.2K | 0.24% | 55 |
|
|
2023
Q4 | $785K | Buy |
23,312
+537
| +2% | +$18.1K | 0.22% | 64 |
|
|
2023
Q3 | $624K | Buy |
22,775
+3,927
| +21% | +$108K | 0.2% | 68 |
|
|
2023
Q2 | $541K | Buy |
18,848
+3,073
| +19% | +$88.2K | 0.19% | 79 |
|
|
2023
Q1 | $451K | Sell |
15,775
-178
| -1% | -$5.09K | 0.19% | 77 |
|
|
2022
Q4 | $528K | Buy |
+15,953
| New | +$528K | 0.27% | 59 |
|