CG
Clarus Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
6,704
+30
| +0.4% | +$1.42K | 0.12% | 75 |
|
|
2025
Q1 | $278K | Sell |
6,674
-5,848
| -47% | -$244K | 0.11% | 78 |
|
|
2024
Q4 | $550K | Buy |
12,522
+32
| +0.3% | +$1.41K | 0.2% | 50 |
|
|
2024
Q3 | $496K | Buy |
12,490
+37
| +0.3% | +$1.47K | 0.21% | 54 |
|
|
2024
Q2 | $495K | Buy |
12,453
+69
| +0.6% | +$2.74K | 0.22% | 59 |
|
|
2024
Q1 | $470K | Sell |
12,384
-278
| -2% | -$10.5K | 0.33% | 55 |
|
|
2023
Q4 | $426K | Sell |
12,662
-253
| -2% | -$8.52K | 0.32% | 56 |
|
|
2023
Q3 | $354K | Sell |
12,915
-57
| -0.4% | -$1.56K | 0.26% | 62 |
|
|
2023
Q2 | $372K | Buy |
12,972
+420
| +3% | +$12.1K | 0.27% | 63 |
|
|
2023
Q1 | $359K | Buy |
12,552
+34
| +0.3% | +$972 | 0.34% | 50 |
|
|
2022
Q4 | $415K | Buy |
12,518
+36
| +0.3% | +$1.19K | 0.36% | 48 |
|
|
2022
Q3 | $377K | Hold |
12,482
| – | – | 0.34% | 47 |
|
|
2022
Q2 | $389K | Buy |
12,482
+34
| +0.3% | +$1.06K | 0.33% | 53 |
|
|
2022
Q1 | $513K | Buy |
12,448
+304
| +3% | +$12.5K | 0.35% | 44 |
|
|
2021
Q4 | $540K | Hold |
12,144
| – | – | 0.36% | 40 |
|
|
2021
Q3 | $516K | Sell |
12,144
-875
| -7% | -$37.2K | 0.36% | 41 |
|
|
2021
Q2 | $521K | Sell |
13,019
-626
| -5% | -$25.1K | 0.39% | 39 |
|
|
2021
Q1 | $546K | Buy |
13,645
+26
| +0.2% | +$1.04K | 0.45% | 36 |
|
|
2020
Q4 | $454K | Buy |
+13,619
| New | +$454K | 0.39% | 44 |
|