Citadel Investment Advisory’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
Q3
$1.13M Hold
2025
Q2
$1.04M Hold
2025
Q1
$914K Hold
2024
Q4
$962K Sell
2024
Q3
$870K Sell
2024
Q2
$878K Sell
2024
Q1
$859K Sell
2023
Q4
$799K Sell
2023
Q3
$662K Hold
2023
Q2
$694K Sell
2023
Q1
$697K Sell
2022
Q4
$848K Hold
2022
Q3
$773K Hold
2022
Q2
$797K Sell
2022
Q1
$1.4M Hold
2021
Q4
$1.51M Hold
2021
Q3
$1.44M Hold
2021
Q2
$1.4M Sell
2021
Q1
$1.33M Sell
2020
Q4
$1.04M Buy