Certified Advisory Corp’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 | $494K | Buy |
10,447
+45
| +0.4% | +$2.13K | 0.05% | 201 |
|
|
2025
Q1 | $434K | Sell |
10,402
-43
| -0.4% | -$1.79K | 0.05% | 207 |
|
|
2024
Q4 | $459K | Sell |
10,445
-61
| -0.6% | -$2.68K | 0.05% | 201 |
|
|
2024
Q3 | $417K | Buy |
10,506
+1,056
| +11% | +$41.9K | 0.05% | 213 |
|
|
2024
Q2 | $376K | Buy |
9,450
+252
| +3% | +$10K | 0.05% | 207 |
|
|
2024
Q1 | $349K | Buy |
9,198
+2
| +0% | +$76 | 0.05% | 211 |
|
|
2023
Q4 | $310K | Sell |
9,196
-4
| -0% | -$135 | 0.05% | 216 |
|
|
2023
Q3 | $252K | Sell |
9,200
-371
| -4% | -$10.2K | 0.05% | 205 |
|
|
2023
Q2 | $275K | Sell |
9,571
-24
| -0.3% | -$689 | 0.05% | 193 |
|
|
2023
Q1 | $274K | Buy |
9,595
+322
| +3% | +$9.21K | 0.05% | 203 |
|
|
2022
Q4 | $307K | Sell |
9,273
-1,263
| -12% | -$41.8K | 0.06% | 189 |
|
|
2022
Q3 | $318K | Buy |
10,536
+889
| +9% | +$26.8K | 0.07% | 175 |
|
|
2022
Q2 | $300K | Buy |
9,647
+28
| +0.3% | +$871 | 0.07% | 177 |
|
|
2022
Q1 | $396K | Buy |
9,619
+38
| +0.4% | +$1.56K | 0.08% | 163 |
|
|
2021
Q4 | $426K | Buy |
9,581
+20
| +0.2% | +$889 | 0.09% | 167 |
|
|
2021
Q3 | $406K | Buy |
9,561
+40
| +0.4% | +$1.7K | 0.1% | 164 |
|
|
2021
Q2 | $393K | Buy |
9,521
+33
| +0.3% | +$1.36K | 0.1% | 163 |
|
|
2021
Q1 | $368K | Buy |
+9,488
| New | +$368K | 0.1% | 157 |
|
|
2020
Q2 | $238K | Buy |
10,001
+60
| +0.6% | +$1.43K | 0.08% | 170 |
|
|
2020
Q1 | $211K | Buy |
9,941
+24
| +0.2% | +$509 | 0.08% | 161 |
|
|
2019
Q4 | $349K | Sell |
9,917
-109
| -1% | -$3.84K | 0.11% | 150 |
|
|
2019
Q3 | $292K | Buy |
10,026
+52
| +0.5% | +$1.51K | 0.1% | 157 |
|
|
2019
Q2 | $289K | Buy |
9,974
+42
| +0.4% | +$1.22K | 0.11% | 147 |
|
|
2019
Q1 | $274K | Buy |
9,932
+2,953
| +42% | +$81.5K | 0.12% | 142 |
|
|
2018
Q4 | $172K | Sell |
6,979
-566
| -8% | -$13.9K | 0.09% | 155 |
|
|
2018
Q3 | $222K | Buy |
7,545
+22
| +0.3% | +$647 | 0.1% | 146 |
|
|
2018
Q2 | $212K | Buy |
7,523
+34
| +0.5% | +$958 | 0.12% | 135 |
|
|
2018
Q1 | $224K | Buy |
7,489
+841
| +13% | +$25.2K | 0.13% | 134 |
|
|
2017
Q4 | $196K | Buy |
+6,648
| New | +$196K | 0.14% | 112 |
|