CCIA
Cherry Creek Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
21,168
-33
| -0.2% | -$1.56K | 0.47% | 40 |
|
|
2025
Q1 | $885K | Buy |
21,201
+122
| +0.6% | +$5.09K | 0.46% | 39 |
|
|
2024
Q4 | $926K | Buy |
21,079
+2,318
| +12% | +$102K | 0.46% | 38 |
|
|
2024
Q3 | $744K | Buy |
18,761
+114
| +0.6% | +$4.52K | 0.38% | 41 |
|
|
2024
Q2 | $742K | Buy |
18,647
+199
| +1% | +$7.91K | 0.39% | 40 |
|
|
2024
Q1 | $700K | Sell |
18,448
-145
| -0.8% | -$5.5K | 0.38% | 46 |
|
|
2023
Q4 | $626K | Buy |
18,593
+200
| +1% | +$6.73K | 0.38% | 48 |
|
|
2023
Q3 | $504K | Buy |
18,393
+159
| +0.9% | +$4.35K | 0.34% | 52 |
|
|
2023
Q2 | $523K | Buy |
18,234
+50
| +0.3% | +$1.44K | 0.35% | 48 |
|
|
2023
Q1 | $520K | Buy |
18,184
+93
| +0.5% | +$2.66K | 0.38% | 51 |
|
|
2022
Q4 | $599K | Sell |
18,091
-221
| -1% | -$7.32K | 0.46% | 47 |
|
|
2022
Q3 | $553K | Buy |
18,312
+504
| +3% | +$15.2K | 0.46% | 46 |
|
|
2022
Q2 | $554K | Buy |
17,808
+2,641
| +17% | +$82.2K | 0.45% | 48 |
|
|
2022
Q1 | $625K | Buy |
15,167
+362
| +2% | +$14.9K | 0.41% | 50 |
|
|
2021
Q4 | $659K | Hold |
14,805
| – | – | 0.41% | 51 |
|
|
2021
Q3 | $628K | Sell |
14,805
-132
| -0.9% | -$5.6K | 0.42% | 51 |
|
|
2021
Q2 | $616K | Buy |
+14,937
| New | +$616K | 0.4% | 54 |
|