CBIZ Investment Advisory Services’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 | $285K | Sell |
6,027
-2,481
| -29% | -$117K | 0.01% | 43 |
|
|
2025
Q1 | $355K | Buy |
8,508
+828
| +11% | +$34.6K | 0.02% | 38 |
|
|
2024
Q4 | $338K | Buy |
7,680
+6,461
| +530% | +$284K | 0.02% | 41 |
|
|
2024
Q3 | $48.4K | Sell |
1,219
-752
| -38% | -$29.8K | ﹤0.01% | 111 |
|
|
2024
Q2 | $78.4K | Buy |
1,971
+513
| +35% | +$20.4K | ﹤0.01% | 78 |
|
|
2024
Q1 | $55.3K | Buy |
+1,458
| New | +$55.3K | ﹤0.01% | 97 |
|
|
2021
Q4 | – | Hold |
0
| – | -$2K | – | 37 |
|
|
2021
Q3 | – | Hold |
0
| – | -$2K | – | 96 |
|
|
2021
Q2 | – | Hold |
0
| – | -$2K | – | 95 |
|
|
2021
Q1 | – | Hold |
0
| – | -$2K | – | 85 |
|
|
2020
Q4 | – | Hold |
0
| – | -$1K | – | 104 |
|
|
2020
Q3 | – | Hold |
0
| – | -$1K | – | 108 |
|
|
2020
Q2 | – | Hold |
0
| – | -$1K | – | 112 |
|
|
2020
Q1 | – | Hold |
0
| – | -$2K | – | 203 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 133 |
|