Central Valley Advisors’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 | $1.22M | Sell |
25,770
-268
| -1% | -$12.7K | 0.42% | 63 |
|
|
2025
Q1 | $1.09M | Sell |
26,038
-1,182
| -4% | -$49.3K | 0.41% | 59 |
|
|
2024
Q4 | $1.2M | Sell |
27,220
-2,604
| -9% | -$114K | 0.54% | 50 |
|
|
2024
Q3 | $1.18M | Sell |
29,824
-1,158
| -4% | -$45.9K | 0.67% | 43 |
|
|
2024
Q2 | $1.44M | Buy |
30,982
+1,959
| +7% | +$90.8K | 0.61% | 44 |
|
|
2024
Q1 | $1.1M | Sell |
29,023
-223
| -0.8% | -$8.46K | 0.57% | 52 |
|
|
2023
Q4 | $985K | Buy |
+29,246
| New | +$985K | 0.58% | 54 |
|