Center for Financial Planning’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 | $234K | Buy |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2024
Q2 | $196K | Hold |
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|
2024
Q1 | $187K | Buy |
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|
2023
Q4 | $150K | Hold |
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|
2023
Q3 | $122K | Buy |
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|
2023
Q2 | $95.7K | Hold |
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|
2023
Q1 | $95.4K | Buy |
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|
2022
Q4 | $64.9K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $61K | Sell |
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|
2022
Q1 | $81K | Buy |
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|
2021
Q4 | $74K | Buy |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $68K | Buy |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $35K | Sell |
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|
2020
Q3 | $39K | Buy |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $29K | Buy |
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|
2019
Q4 | $22K | Buy |
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