CFS Investment Advisory Services’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 | $1.61M | Buy |
34,013
+1,819
| +6% | +$86K | 0.13% | 133 |
|
|
2025
Q1 | $1.34M | Buy |
32,194
+591
| +2% | +$24.7K | 0.12% | 140 |
|
|
2024
Q4 | $1.39M | Sell |
31,603
-121
| -0.4% | -$5.32K | 0.12% | 133 |
|
|
2024
Q3 | $1.26M | Buy |
+31,724
| New | +$1.26M | 0.11% | 140 |
|
|
2024
Q2 | – | Sell |
-31,788
| Closed | -$1.21M | – | 270 |
|
|
2024
Q1 | $1.21M | Sell |
31,788
-24
| -0.1% | -$910 | 0.2% | 74 |
|
|
2023
Q4 | $1.07M | Buy |
31,812
+12,369
| +64% | +$416K | 0.19% | 76 |
|
|
2023
Q3 | $532K | Buy |
+19,443
| New | +$532K | 0.08% | 113 |
|
|
2022
Q2 | – | Sell |
-201,360
| Closed | -$5K | – | 238 |
|
|
2022
Q1 | $5K | Buy |
201,360
+196,399
| +3,959% | +$4.88K | 0.02% | 199 |
|
|
2021
Q4 | $228K | Buy |
4,961
+126
| +3% | +$5.79K | 0.03% | 203 |
|
|
2021
Q3 | $205K | Buy |
+4,835
| New | +$205K | 0.03% | 193 |
|