Cerity Partners’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
Q3 | $211M | Buy |
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|
2025
Q2 | $189M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $119M | Sell |
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|
2024
Q3 | $116M | Buy |
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|
2024
Q2 | $97.2M | Sell |
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|
2024
Q1 | $103M | Buy |
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|
2023
Q4 | $71.2M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $54.6M | Buy |
|
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|
2023
Q1 | $54.2M | Buy |
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|
2022
Q4 | $58.8M | Buy |
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|
2022
Q3 | $30.7M | Sell |
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|
2022
Q2 | $32.1M | Buy |
|
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|
2022
Q1 | $27.9M | Sell |
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|
2021
Q4 | $39.6M | Buy |
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|
2021
Q3 | $34.9M | Buy |
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|
2021
Q2 | $33.8M | Sell |
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|
2021
Q1 | $32M | Buy |
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|
2020
Q4 | $7.84M | Sell |
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|
2020
Q3 | $6.24M | Buy |
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|
2020
Q2 | $3.26M | Sell |
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|
2020
Q1 | $3.01M | Buy |
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|
2019
Q4 | $4.73M | Buy |
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|
2019
Q3 | $3.88M | Buy |
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|
2019
Q2 | $2.13M | Sell |
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|
2019
Q1 | $4.09M | Sell |
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|
2018
Q4 | $5.01M | Buy |
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|
2018
Q3 | $5.39M | Buy |
|
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|
2018
Q2 | $5.12M | Buy |
|
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|
2018
Q1 | $4.97M | Buy |
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|
2017
Q4 | $4.58M | Buy |
|
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|
2017
Q3 | $3.82M | Buy |
|
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|
2017
Q2 | $208K | Sell |
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|
2017
Q1 | $2.31M | Buy |
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|
2016
Q4 | $276K | Buy |
|