Chas P. Smith & Associates (CPS)’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 | $450K | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $409K | Hold |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $445K | Hold |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $433K | Sell |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $252K | Sell |
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|
2020
Q2 | $293K | Sell |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $482K | Sell |
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|
2019
Q3 | $401K | Buy |
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|
2019
Q2 | $397K | Buy |
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|
2019
Q1 | $346K | Sell |
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|
2018
Q4 | $313K | Sell |
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|
2018
Q3 | $472K | Sell |
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|
2018
Q2 | $474K | Sell |
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|
2018
Q1 | $552K | Buy |
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|
2017
Q4 | $382K | Buy |
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|
2017
Q3 | $309K | Sell |
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|
2017
Q2 | $309K | Sell |
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|
2017
Q1 | $358K | Sell |
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|
2016
Q4 | $388K | Sell |
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|
2016
Q3 | $608K | Buy |
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|
2016
Q2 | $225K | Buy |
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|
2016
Q1 | $180K | Hold |
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|
2015
Q4 | $224K | Sell |
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|
2015
Q3 | $305K | Sell |
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|
2015
Q2 | $338K | Buy |
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|
2015
Q1 | $282K | Buy |
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|
2014
Q4 | $317K | Sell |
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|
2014
Q3 | $473K | Buy |
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|
2014
Q2 | $313K | Sell |
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|
2014
Q1 | $1.05M | Sell |
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|
2013
Q4 | $967K | Buy |
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|
2013
Q3 | $335K | Sell |
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|
2013
Q2 | $351K | Buy |
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