CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
30,549
-7,018
| -19% | -$332K | 0.02% | 148 |
|
|
2025
Q1 | $1.57M | Buy |
37,567
+5,528
| +17% | +$231K | 0.03% | 135 |
|
|
2024
Q4 | $1.41M | Buy |
32,039
+17
| +0.1% | +$747 | 0.03% | 130 |
|
|
2024
Q3 | $1.27M | Buy |
32,022
+1,283
| +4% | +$50.9K | 0.03% | 135 |
|
|
2024
Q2 | $1.22M | Sell |
30,739
-1,801
| -6% | -$71.6K | 0.03% | 131 |
|
|
2024
Q1 | $1.23M | Sell |
32,540
-11,916
| -27% | -$452K | 0.03% | 123 |
|
|
2023
Q4 | $1.5M | Buy |
44,456
+915
| +2% | +$30.8K | 0.04% | 118 |
|
|
2023
Q3 | $1.19M | Buy |
43,541
+12,127
| +39% | +$332K | 0.03% | 116 |
|
|
2023
Q2 | $901K | Sell |
31,414
-9,356
| -23% | -$268K | 0.03% | 132 |
|
|
2023
Q1 | $1.17M | Buy |
40,770
+6,708
| +20% | +$192K | 0.03% | 124 |
|
|
2022
Q4 | $1.13M | Buy |
34,062
+352
| +1% | +$11.7K | 0.04% | 126 |
|
|
2022
Q3 | $1.02M | Sell |
33,710
-1,816
| -5% | -$54.8K | 0.13% | 57 |
|
|
2022
Q2 | $1.11M | Sell |
35,526
-1,583
| -4% | -$49.3K | 0.05% | 131 |
|
|
2022
Q1 | $1.53M | Buy |
37,109
+3,032
| +9% | +$125K | 0.05% | 119 |
|
|
2021
Q4 | $1.52M | Buy |
34,077
+3,048
| +10% | +$136K | 0.06% | 108 |
|
|
2021
Q3 | $1.32M | Hold |
31,029
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $1.28M | Hold |
31,029
| – | – | 0.05% | 129 |
|
|
2021
Q1 | $1.2M | Sell |
31,029
-1,652
| -5% | -$63.9K | 0.06% | 116 |
|
|
2020
Q4 | $991K | Sell |
32,681
-1,971
| -6% | -$59.8K | 0.05% | 119 |
|
|
2020
Q3 | $835K | Buy |
34,652
+1,033
| +3% | +$24.9K | 0.05% | 121 |
|
|
2020
Q2 | $798K | Buy |
+33,619
| New | +$798K | 0.05% | 117 |
|
|
2019
Q4 | $3.05M | Sell |
86,465
-10,120
| -10% | -$356K | 0.24% | 59 |
|
|
2019
Q3 | $2.82M | Buy |
96,585
+20,249
| +27% | +$591K | 0.25% | 57 |
|
|
2019
Q2 | $2.21M | Sell |
76,336
-200
| -0.3% | -$5.8K | 0.22% | 59 |
|
|
2019
Q1 | $2.11M | Sell |
76,536
-11,826
| -13% | -$326K | 0.23% | 57 |
|
|
2018
Q4 | $2.18M | Sell |
88,362
-595
| -0.7% | -$14.7K | 0.22% | 67 |
|
|
2018
Q3 | $2.62M | Sell |
88,957
-333
| -0.4% | -$9.81K | 0.24% | 55 |
|
|
2018
Q2 | $2.52M | Buy |
89,290
+365
| +0.4% | +$10.3K | 0.25% | 59 |
|
|
2018
Q1 | $2.67M | Buy |
88,925
+8,291
| +10% | +$249K | 0.27% | 52 |
|
|
2017
Q4 | $2.38M | Sell |
80,634
-1,476
| -2% | -$43.6K | 0.24% | 55 |
|
|
2017
Q3 | $2.08M | Buy |
82,110
+3,183
| +4% | +$80.7K | 0.22% | 57 |
|
|
2017
Q2 | $1.92M | Buy |
78,927
+568
| +0.7% | +$13.8K | 0.21% | 59 |
|
|
2017
Q1 | $1.85M | Buy |
78,359
+212
| +0.3% | +$5K | 0.21% | 62 |
|
|
2016
Q4 | $1.73M | Buy |
78,147
+1,069
| +1% | +$23.6K | 0.2% | 61 |
|
|
2016
Q3 | $1.21M | Sell |
77,078
-1,539
| -2% | -$24.1K | 0.15% | 79 |
|
|
2016
Q2 | $1.04M | Buy |
78,617
+1,634
| +2% | +$21.7K | 0.15% | 73 |
|
|
2016
Q1 | $1.04M | Sell |
76,983
-1,286
| -2% | -$17.4K | 0.16% | 68 |
|
|
2015
Q4 | $1.32M | Buy |
78,269
+467
| +0.6% | +$7.86K | 0.22% | 65 |
|
|
2015
Q3 | $1.21M | Buy |
77,802
+2,028
| +3% | +$31.6K | 0.23% | 67 |
|
|
2015
Q2 | $1.29M | Buy |
75,774
+1,504
| +2% | +$25.6K | 0.26% | 53 |
|
|
2015
Q1 | $1.14M | Buy |
74,270
+31,311
| +73% | +$482K | 0.25% | 56 |
|
|
2014
Q4 | $769K | Buy |
+42,959
| New | +$769K | 0.17% | 60 |
|