Cherry Creek Investment Advisors’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 | $1M | Sell |
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|
2025
Q1 | $885K | Buy |
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|
2024
Q4 | $926K | Buy |
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|
2024
Q3 | $744K | Buy |
|
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|
2024
Q2 | $742K | Buy |
|
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|
2024
Q1 | $700K | Sell |
|
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | $523K | Buy |
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|
2023
Q1 | $520K | Buy |
|
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $625K | Buy |
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|
2021
Q4 | $659K | Hold |
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|
2021
Q3 | $628K | Sell |
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|
2021
Q2 | $616K | Buy |
|