CCA
Checchi Capital Advisers’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
76,039
-1,050
| -1% | -$49.7K | 0.2% | 91 |
|
|
2025
Q1 | $3.22M | Buy |
77,089
+3,012
| +4% | +$126K | 0.17% | 96 |
|
|
2024
Q4 | $3.26M | Buy |
74,077
+394
| +0.5% | +$17.3K | 0.19% | 87 |
|
|
2024
Q3 | $2.92M | Buy |
73,683
+1,800
| +3% | +$71.4K | 0.16% | 94 |
|
|
2024
Q2 | $2.86M | Buy |
71,883
+1,226
| +2% | +$48.8K | 0.14% | 91 |
|
|
2024
Q1 | $2.68M | Sell |
70,657
-807
| -1% | -$30.6K | 0.21% | 95 |
|
|
2023
Q4 | $2.41M | Sell |
71,464
-1,498
| -2% | -$50.4K | 0.2% | 98 |
|
|
2023
Q3 | $2M | Sell |
72,962
-598
| -0.8% | -$16.4K | 0.19% | 100 |
|
|
2023
Q2 | $2.11M | Buy |
73,560
+664
| +0.9% | +$19.1K | 0.19% | 100 |
|
|
2023
Q1 | $2.08M | Sell |
72,896
-882
| -1% | -$25.2K | 0.2% | 97 |
|
|
2022
Q4 | $2.44M | Sell |
73,778
-698
| -0.9% | -$23.1K | 0.25% | 84 |
|
|
2022
Q3 | $2.25M | Sell |
74,476
-2,313
| -3% | -$69.8K | 0.21% | 91 |
|
|
2022
Q2 | $2.6M | Buy |
76,789
+3,299
| +4% | +$112K | 0.22% | 83 |
|
|
2022
Q1 | $3.03M | Buy |
73,490
+1,894
| +3% | +$78.1K | 0.26% | 67 |
|
|
2021
Q4 | $3.19M | Buy |
71,596
+1,040
| +1% | +$46.3K | 0.28% | 64 |
|
|
2021
Q3 | $3M | Buy |
70,556
+740
| +1% | +$31.4K | 0.3% | 61 |
|
|
2021
Q2 | $2.88M | Sell |
69,816
-646
| -0.9% | -$26.6K | 0.28% | 63 |
|
|
2021
Q1 | $2.73M | Sell |
70,462
-3,926
| -5% | -$152K | 0.27% | 62 |
|
|
2020
Q4 | $2.26M | Sell |
74,388
-1,599
| -2% | -$48.5K | 0.23% | 75 |
|
|
2020
Q3 | $1.83M | Sell |
75,987
-2,211
| -3% | -$53.3K | 0.2% | 73 |
|
|
2020
Q2 | $1.86M | Buy |
78,198
+2,450
| +3% | +$58.2K | 0.22% | 65 |
|
|
2020
Q1 | $1.61M | Sell |
75,748
-4,082
| -5% | -$86.7K | 0.15% | 64 |
|
|
2019
Q4 | $2.81M | Sell |
79,830
-2,159
| -3% | -$76.1K | 0.38% | 38 |
|
|
2019
Q3 | $2.39M | Buy |
81,989
+2,717
| +3% | +$79.3K | 0.31% | 42 |
|
|
2019
Q2 | $2.3M | Sell |
79,272
-819
| -1% | -$23.8K | 0.29% | 45 |
|
|
2019
Q1 | $2.21M | Sell |
80,091
-3,020
| -4% | -$83.3K | 0.26% | 48 |
|
|
2018
Q4 | $2.05M | Sell |
83,111
-23,672
| -22% | -$583K | 0.26% | 48 |
|
|
2018
Q3 | $3.15M | Buy |
106,783
+11,856
| +12% | +$349K | 0.36% | 31 |
|
|
2018
Q2 | $2.68M | Buy |
94,927
+3,009
| +3% | +$84.8K | 0.34% | 31 |
|
|
2018
Q1 | $2.76M | Buy |
91,918
+5,841
| +7% | +$175K | 0.36% | 27 |
|
|
2017
Q4 | $2.54M | Buy |
86,077
+5,915
| +7% | +$175K | 0.34% | 32 |
|
|
2017
Q3 | $2.03M | Buy |
80,162
+3,237
| +4% | +$82K | 0.21% | 42 |
|
|
2017
Q2 | $1.87M | Sell |
76,925
-5,261
| -6% | -$128K | 0.2% | 48 |
|
|
2017
Q1 | $1.94M | Sell |
82,186
-12,352
| -13% | -$291K | 0.22% | 47 |
|
|
2016
Q4 | $2.09M | Buy |
94,538
+5,855
| +7% | +$129K | 0.28% | 38 |
|
|
2016
Q3 | $1.39M | Buy |
88,683
+3,397
| +4% | +$53.2K | 0.16% | 64 |
|
|
2016
Q2 | $1.13M | Sell |
85,286
-5,609
| -6% | -$74.4K | 0.13% | 70 |
|
|
2016
Q1 | $1.23M | Buy |
90,895
+4,973
| +6% | +$67.2K | 0.27% | 65 |
|
|
2015
Q4 | $1.45M | Buy |
85,922
+2,433
| +3% | +$40.9K | 0.36% | 49 |
|
|
2015
Q3 | $1.3M | Buy |
83,489
+4,981
| +6% | +$77.6K | 0.35% | 54 |
|
|
2015
Q2 | $1.34M | Buy |
78,508
+2,386
| +3% | +$40.6K | 0.35% | 56 |
|
|
2015
Q1 | $1.17M | Buy |
76,122
+62
| +0.1% | +$955 | 0.35% | 58 |
|
|
2014
Q4 | $1.36M | Buy |
76,060
+16,583
| +28% | +$297K | 0.51% | 48 |
|
|
2014
Q3 | $1.01M | Buy |
59,477
+15,534
| +35% | +$265K | 0.42% | 55 |
|
|
2014
Q2 | $675K | Buy |
43,943
+9,108
| +26% | +$140K | 0.31% | 71 |
|
|
2014
Q1 | $599K | Buy |
34,835
+9,762
| +39% | +$168K | 0.37% | 60 |
|
|
2013
Q4 | $390K | Buy |
+25,073
| New | +$390K | 0.3% | 70 |
|