Choate Investment Advisors’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 | $2.92M | Sell |
61,678
-1,734
| -3% | -$82.1K | 0.06% | 118 |
|
|
2025
Q1 | $2.65M | Sell |
63,412
-344
| -0.5% | -$14.4K | 0.07% | 118 |
|
|
2024
Q4 | $2.8M | Buy |
63,756
+7,779
| +14% | +$342K | 0.07% | 115 |
|
|
2024
Q3 | $2.22M | Sell |
55,977
-4,391
| -7% | -$174K | 0.06% | 132 |
|
|
2024
Q2 | $2.4M | Buy |
60,368
+1,480
| +3% | +$58.9K | 0.06% | 120 |
|
|
2024
Q1 | $2.23M | Sell |
58,888
-953
| -2% | -$36.1K | 0.06% | 133 |
|
|
2023
Q4 | $2.01M | Buy |
59,841
+9,498
| +19% | +$320K | 0.06% | 129 |
|
|
2023
Q3 | $1.38M | Buy |
50,343
+6,621
| +15% | +$181K | 0.05% | 132 |
|
|
2023
Q2 | $1.25M | Sell |
43,722
-1,141
| -3% | -$32.7K | 0.05% | 121 |
|
|
2023
Q1 | $1.28M | Sell |
44,863
-168
| -0.4% | -$4.81K | 0.06% | 113 |
|
|
2022
Q4 | $1.49M | Sell |
45,031
-1,645
| -4% | -$54.5K | 0.09% | 93 |
|
|
2022
Q3 | $1.41M | Buy |
46,676
+913
| +2% | +$27.6K | 0.09% | 85 |
|
|
2022
Q2 | $1.43M | Buy |
45,763
+1,708
| +4% | +$53.2K | 0.09% | 94 |
|
|
2022
Q1 | $1.82M | Sell |
44,055
-4,425
| -9% | -$182K | 0.1% | 94 |
|
|
2021
Q4 | $2.16M | Sell |
48,480
-126
| -0.3% | -$5.61K | 0.13% | 75 |
|
|
2021
Q3 | $2.06M | Buy |
48,606
+2,272
| +5% | +$96.4K | 0.13% | 74 |
|
|
2021
Q2 | $1.91M | Sell |
46,334
-3,132
| -6% | -$129K | 0.12% | 76 |
|
|
2021
Q1 | $1.91M | Sell |
49,466
-206
| -0.4% | -$7.97K | 0.12% | 76 |
|
|
2020
Q4 | $1.51M | Buy |
49,672
+26,420
| +114% | +$801K | 0.09% | 83 |
|
|
2020
Q3 | $560K | Buy |
23,252
+1,502
| +7% | +$36.2K | 0.04% | 145 |
|
|
2020
Q2 | $517K | Sell |
21,750
-450
| -2% | -$10.7K | 0.04% | 145 |
|
|
2020
Q1 | $471K | Buy |
22,200
+3,265
| +17% | +$69.3K | 0.04% | 151 |
|
|
2019
Q4 | $667K | Sell |
18,935
-1,864
| -9% | -$65.7K | 0.04% | 138 |
|
|
2019
Q3 | $607K | Sell |
20,799
-135
| -0.6% | -$3.94K | 0.04% | 141 |
|
|
2019
Q2 | $607K | Hold |
20,934
| – | – | 0.04% | 142 |
|
|
2019
Q1 | $578K | Sell |
20,934
-925
| -4% | -$25.5K | 0.03% | 150 |
|
|
2018
Q4 | $539K | Sell |
21,859
-1,817
| -8% | -$44.8K | 0.03% | 144 |
|
|
2018
Q3 | $697K | Hold |
23,676
| – | – | 0.04% | 118 |
|
|
2018
Q2 | $667K | Buy |
23,676
+1,293
| +6% | +$36.4K | 0.04% | 138 |
|
|
2018
Q1 | $671K | Sell |
22,383
-837
| -4% | -$25.1K | 0.04% | 147 |
|
|
2017
Q4 | $685K | Sell |
23,220
-3,248
| -12% | -$95.9K | 0.04% | 154 |
|
|
2017
Q3 | $671K | Sell |
26,468
-14
| -0.1% | -$355 | 0.04% | 151 |
|
|
2017
Q2 | $642K | Hold |
26,482
| – | – | 0.04% | 151 |
|
|
2017
Q1 | $625K | Sell |
26,482
-260
| -1% | -$6.13K | 0.04% | 151 |
|
|
2016
Q4 | $591K | Sell |
26,742
-1,370
| -5% | -$30.3K | 0.04% | 147 |
|
|
2016
Q3 | $440K | Buy |
28,112
+9,050
| +47% | +$142K | 0.03% | 165 |
|
|
2016
Q2 | $253K | Sell |
19,062
-8,564
| -31% | -$114K | 0.02% | 203 |
|
|
2016
Q1 | $374K | Sell |
27,626
-25,693
| -48% | -$347K | 0.03% | 175 |
|
|
2015
Q4 | $954K | Buy |
53,319
+14,413
| +37% | +$258K | 0.07% | 122 |
|
|
2015
Q3 | $606K | Buy |
38,906
+3,691
| +10% | +$57.5K | 0.04% | 139 |
|
|
2015
Q2 | $599K | Sell |
35,215
-531
| -1% | -$9.04K | 0.03% | 146 |
|
|
2015
Q1 | $550K | Sell |
35,746
-17,573
| -33% | -$270K | 0.03% | 162 |
|
|
2014
Q4 | $954K | Buy |
53,319
+268
| +0.5% | +$4.8K | 0.06% | 121 |
|
|
2014
Q3 | $905K | Sell |
53,051
-3,665
| -6% | -$62.5K | 0.05% | 129 |
|
|
2014
Q2 | $872K | Sell |
56,716
-5,881
| -9% | -$90.4K | 0.05% | 136 |
|
|
2014
Q1 | $1.08M | Sell |
62,597
-2,418
| -4% | -$41.6K | 0.07% | 119 |
|
|
2013
Q4 | $1.01M | Buy |
65,015
+13,544
| +26% | +$211K | 0.07% | 118 |
|
|
2013
Q3 | $710K | Sell |
51,471
-3,286
| -6% | -$45.3K | 0.05% | 141 |
|
|
2013
Q2 | $704K | Buy |
+54,757
| New | +$704K | 0.06% | 137 |
|