Citadel Investment Advisory’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 | $1.04M | Hold |
21,895
| – | – | 0.5% | 36 |
|
|
2025
Q1 | $914K | Hold |
21,895
| – | – | 0.45% | 37 |
|
|
2024
Q4 | $962K | Sell |
21,895
-25
| -0.1% | -$1.1K | 0.5% | 39 |
|
|
2024
Q3 | $870K | Sell |
21,920
-145
| -0.7% | -$5.76K | 0.46% | 41 |
|
|
2024
Q2 | $878K | Sell |
22,065
-600
| -3% | -$23.9K | 0.5% | 38 |
|
|
2024
Q1 | $859K | Sell |
22,665
-1,055
| -4% | -$40K | 0.48% | 40 |
|
|
2023
Q4 | $799K | Sell |
23,720
-470
| -2% | -$15.8K | 0.49% | 44 |
|
|
2023
Q3 | $662K | Hold |
24,190
| – | – | 0.43% | 45 |
|
|
2023
Q2 | $694K | Sell |
24,190
-175
| -0.7% | -$5.02K | 0.45% | 45 |
|
|
2023
Q1 | $697K | Sell |
24,365
-1,235
| -5% | -$35.3K | 0.47% | 44 |
|
|
2022
Q4 | $848K | Hold |
25,600
| – | – | 0.58% | 39 |
|
|
2022
Q3 | $773K | Hold |
25,600
| – | – | 0.59% | 39 |
|
|
2022
Q2 | $797K | Sell |
25,600
-8,321
| -25% | -$259K | 0.54% | 43 |
|
|
2022
Q1 | $1.4M | Hold |
33,921
| – | – | 0.81% | 31 |
|
|
2021
Q4 | $1.51M | Hold |
33,921
| – | – | 0.88% | 28 |
|
|
2021
Q3 | $1.44M | Hold |
33,921
| – | – | 0.89% | 30 |
|
|
2021
Q2 | $1.4M | Sell |
33,921
-380
| -1% | -$15.7K | 0.87% | 32 |
|
|
2021
Q1 | $1.33M | Sell |
34,301
-130
| -0.4% | -$5.03K | 0.87% | 34 |
|
|
2020
Q4 | $1.04M | Buy |
+34,431
| New | +$1.04M | 0.75% | 36 |
|