Clarity Wealth 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 | $315K | Sell |
6,665
-836
| -11% | -$39.6K | 0.08% | 81 |
|
|
2025
Q1 | $313K | Buy |
7,501
+1,964
| +35% | +$82K | 0.09% | 74 |
|
|
2024
Q4 | $243K | Buy |
5,537
+7
| +0.1% | +$308 | 0.07% | 86 |
|
|
2024
Q3 | $219K | Buy |
5,530
+76
| +1% | +$3.02K | 0.06% | 91 |
|
|
2024
Q2 | $217K | Buy |
5,454
+4
| +0.1% | +$159 | 0.07% | 85 |
|
|
2024
Q1 | $207K | Buy |
+5,450
| New | +$207K | 0.07% | 84 |
|
|
2022
Q4 | – | Sell |
-6,896
| Closed | -$208K | – | 62 |
|
|
2022
Q3 | $208K | Hold |
6,896
| – | – | 0.13% | 60 |
|
|
2022
Q2 | $214K | Sell |
6,896
-338
| -5% | -$10.5K | 0.12% | 64 |
|
|
2022
Q1 | $298K | Buy |
7,234
+914
| +14% | +$37.7K | 0.14% | 54 |
|
|
2021
Q4 | $281K | Buy |
6,320
+8
| +0.1% | +$356 | 0.13% | 58 |
|
|
2021
Q3 | $267K | Sell |
6,312
-45
| -0.7% | -$1.9K | 0.13% | 57 |
|
|
2021
Q2 | $262K | Buy |
6,357
+308
| +5% | +$12.7K | 0.14% | 54 |
|
|
2021
Q1 | $234K | Buy |
+6,049
| New | +$234K | 0.13% | 55 |
|
|
2020
Q1 | – | Sell |
-8,630
| Closed | -$303K | – | 58 |
|
|
2019
Q4 | $303K | Buy |
+8,630
| New | +$303K | 0.25% | 50 |
|