Cedar Wealth Management’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 |
-191
| Closed | -$10.5K | – | 111 |
|
|
2025
Q4 | $10.5K | Hold |
191
| – | – | ﹤0.01% | 159 |
|
|
2025
Q3 | $9.88K | Hold |
191
| – | – | ﹤0.01% | 169 |
|
|
2025
Q2 | $9.06K | Buy |
191
+86
| +82% | +$3.62K | ﹤0.01% | 162 |
|
|
2025
Q1 | $4.38K | Hold |
105
| – | – | ﹤0.01% | 160 |
|
|
2024
Q4 | $4.62K | Hold |
105
| – | – | ﹤0.01% | 157 |
|
|
2024
Q3 | $4.17K | Hold |
105
| – | – | ﹤0.01% | 233 |
|
|
2024
Q2 | $4.18K | Hold |
105
| – | – | ﹤0.01% | 262 |
|
|
2024
Q1 | $3.98K | Hold |
105
| – | – | ﹤0.01% | 293 |
|
|
2023
Q4 | $3.54K | Hold |
105
| – | – | ﹤0.01% | 250 |
|
|
2023
Q3 | $2.88K | Sell |
105
-50
| -32% | -$1.48K | ﹤0.01% | 259 |
|
|
2023
Q2 | $4.45K | Hold |
155
| – | – | ﹤0.01% | 257 |
|
|
2023
Q1 | $4.43K | Hold |
155
| – | – | ﹤0.01% | 251 |
|
|
2022
Q4 | $5.13K | Hold |
155
| – | – | ﹤0.01% | 244 |
|
|
2022
Q3 | $5K | Sell |
155
-25
| -14% | -$836 | ﹤0.01% | 275 |
|
|
2022
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 280 |
|
|
2022
Q1 | $7K | Sell |
180
-83
| -32% | -$3.75K | ﹤0.01% | 305 |
|
|
2021
Q4 | $12K | Buy |
263
+100
| +61% | +$4.56K | ﹤0.01% | 278 |
|
|
2021
Q3 | $7K | Hold |
163
| – | – | ﹤0.01% | 238 |
|
|
2021
Q2 | $7K | Sell |
163
-50
| -23% | -$2.05K | ﹤0.01% | 242 |
|
|
2021
Q1 | $8K | Hold |
213
| – | – | ﹤0.01% | 212 |
|
|
2020
Q4 | $6K | Hold |
213
| – | – | ﹤0.01% | 205 |
|
|
2020
Q3 | $5K | Hold |
213
| – | – | ﹤0.01% | 202 |
|
|
2020
Q2 | $5K | Sell |
213
-410
| -66% | -$9.69K | ﹤0.01% | 200 |
|
|
2020
Q1 | $13K | Hold |
623
| – | – | 0.01% | 176 |
|
|
2019
Q4 | $22K | Hold |
623
| – | – | 0.01% | 120 |
|
|
2019
Q3 | $18K | Hold |
623
| – | – | 0.01% | 120 |
|
|
2019
Q2 | $18K | Hold |
623
| – | – | 0.01% | 138 |
|
|
2019
Q1 | $17K | Hold |
623
| – | – | 0.01% | 133 |
|
|
2018
Q4 | $15K | Hold |
623
| – | – | 0.01% | 123 |
|
|
2018
Q3 | $18K | Hold |
623
| – | – | 0.01% | 113 |
|
|
2018
Q2 | $18K | Hold |
623
| – | – | 0.01% | 102 |
|
|
2018
Q1 | $19K | Hold |
623
| – | – | 0.01% | 97 |
|
|
2017
Q4 | $18K | Hold |
623
| – | – | 0.01% | 99 |
|
|
2017
Q3 | $16K | Hold |
623
| – | – | 0.01% | 103 |
|
|
2017
Q2 | $15K | Hold |
623
| – | – | 0.01% | 102 |
|
|
2017
Q1 | $15K | Hold |
623
| – | – | 0.01% | 100 |
|
|
2016
Q4 | $14K | Hold |
623
| – | – | 0.01% | 102 |
|
|
2016
Q3 | $10K | Buy |
+623
| New | +$9.28K | 0.01% | 91 |
|
Other funds holding BAC
Cedar Wealth Management's BAC Position: Q1 2026 in Review
Cedar Wealth Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 191 shares — an estimated $10.5K sold.
Cedar Wealth Management first reported a position in BAC in Q3 2016 and held it in 38 quarters. The position peaked at $22K in Q4 2019. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Cedar Wealth Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
- Cedar Wealth Management sold 191 Bank of America shares in Q1 2026, an estimated $10.5K.
- Cedar Wealth Management first reported a position in Bank of America in Q3 2016 and held it in 38 quarters.
- Cedar Wealth Management's Bank of America position peaked at $22K in Q4 2019.
- 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.