Cladis 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 | $700K | Buy |
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|
2025
Q2 | $642K | Buy |
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|
2025
Q1 | $566K | Buy |
|
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|
2024
Q4 | $597K | Sell |
|
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|
2024
Q3 | $541K | Sell |
|
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|
2024
Q2 | $558K | Sell |
|
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|
2024
Q1 | $630K | Sell |
|
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|
2023
Q4 | $566K | Sell |
|
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $468K | Buy |
|
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|
2023
Q1 | $461K | Sell |
|
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $741K | Buy |
|