Clear Creek Financial Management’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 | $445K | Buy |
9,413
+698
| +8% | +$33K | 0.04% | 366 |
|
|
2025
Q1 | $364K | Buy |
8,715
+3,489
| +67% | +$146K | 0.04% | 364 |
|
|
2024
Q4 | $230K | Buy |
5,226
+94
| +2% | +$4.13K | 0.02% | 428 |
|
|
2024
Q3 | $204K | Buy |
5,132
+86
| +2% | +$3.41K | 0.02% | 433 |
|
|
2024
Q2 | $201K | Buy |
+5,046
| New | +$201K | 0.02% | 421 |
|
|
2023
Q4 | – | Sell |
-12,305
| Closed | -$337K | – | 344 |
|
|
2023
Q3 | $337K | Buy |
12,305
+244
| +2% | +$6.68K | 0.06% | 220 |
|
|
2023
Q2 | $346K | Sell |
12,061
-331
| -3% | -$9.5K | 0.06% | 223 |
|
|
2023
Q1 | $354K | Buy |
12,392
+1,170
| +10% | +$33.5K | 0.07% | 204 |
|
|
2022
Q4 | $372K | Sell |
11,222
-2,086
| -16% | -$69.1K | 0.08% | 184 |
|
|
2022
Q3 | $402K | Buy |
13,308
+217
| +2% | +$6.56K | 0.09% | 164 |
|
|
2022
Q2 | $408K | Sell |
13,091
-4,777
| -27% | -$149K | 0.09% | 173 |
|
|
2022
Q1 | $737K | Buy |
17,868
+8,479
| +90% | +$350K | 0.12% | 147 |
|
|
2021
Q4 | $418K | Sell |
9,389
-211
| -2% | -$9.39K | 0.06% | 204 |
|
|
2021
Q3 | $408K | Buy |
9,600
+11
| +0.1% | +$468 | 0.07% | 204 |
|
|
2021
Q2 | $395K | Buy |
+9,589
| New | +$395K | 0.06% | 200 |
|
|
2021
Q1 | – | Sell |
-10,294
| Closed | -$312K | – | 69 |
|
|
2020
Q4 | $312K | Buy |
+10,294
| New | +$312K | 0.06% | 234 |
|