Center for Financial Planning’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 | $234K | Buy |
4,939
+100
| +2% | +$4.73K | 0.03% | 152 |
|
|
2025
Q1 | $202K | Sell |
4,839
-177
| -4% | -$7.39K | 0.03% | 154 |
|
|
2024
Q4 | $220K | Sell |
5,016
-235
| -4% | -$10.3K | 0.03% | 147 |
|
|
2024
Q3 | $208K | Buy |
5,251
+330
| +7% | +$13.1K | 0.03% | 150 |
|
|
2024
Q2 | $196K | Hold |
4,921
| – | – | 0.03% | 148 |
|
|
2024
Q1 | $187K | Buy |
4,921
+474
| +11% | +$18K | 0.03% | 154 |
|
|
2023
Q4 | $150K | Hold |
4,447
| – | – | 0.03% | 152 |
|
|
2023
Q3 | $122K | Buy |
4,447
+1,110
| +33% | +$30.4K | 0.03% | 154 |
|
|
2023
Q2 | $95.7K | Hold |
3,337
| – | – | 0.02% | 174 |
|
|
2023
Q1 | $95.4K | Buy |
3,337
+1,377
| +70% | +$39.4K | 0.02% | 170 |
|
|
2022
Q4 | $64.9K | Hold |
1,960
| – | – | 0.02% | 196 |
|
|
2022
Q3 | $59K | Hold |
1,960
| – | – | 0.02% | 197 |
|
|
2022
Q2 | $61K | Sell |
1,960
-10
| -0.5% | -$311 | 0.02% | 204 |
|
|
2022
Q1 | $81K | Buy |
1,970
+300
| +18% | +$12.3K | 0.02% | 187 |
|
|
2021
Q4 | $74K | Buy |
1,670
+30
| +2% | +$1.33K | 0.02% | 194 |
|
|
2021
Q3 | $70K | Hold |
1,640
| – | – | 0.02% | 186 |
|
|
2021
Q2 | $68K | Buy |
1,640
+500
| +44% | +$20.7K | 0.02% | 192 |
|
|
2021
Q1 | $44K | Hold |
1,140
| – | – | 0.01% | 218 |
|
|
2020
Q4 | $35K | Sell |
1,140
-480
| -30% | -$14.7K | 0.01% | 235 |
|
|
2020
Q3 | $39K | Buy |
1,620
+480
| +42% | +$11.6K | 0.01% | 205 |
|
|
2020
Q2 | $27K | Sell |
1,140
-221
| -16% | -$5.23K | 0.01% | 228 |
|
|
2020
Q1 | $29K | Buy |
1,361
+750
| +123% | +$16K | 0.01% | 218 |
|
|
2019
Q4 | $22K | Buy |
+611
| New | +$22K | 0.01% | 252 |
|