CIR
Clear Investment Research’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Sell |
17,215
-229
| -1% | -$10.8K | 1.03% | 24 |
|
|
2025
Q1 | $728K | Buy |
17,444
+6
| +0% | +$250 | 0.97% | 24 |
|
|
2024
Q4 | $766K | Sell |
17,438
-169
| -1% | -$7.43K | 0.99% | 25 |
|
|
2024
Q3 | $699K | Buy |
17,607
+1
| +0% | +$40 | 0.91% | 25 |
|
|
2024
Q2 | $700K | Sell |
17,606
-28
| -0.2% | -$1.11K | 0.91% | 25 |
|
|
2024
Q1 | $669K | Buy |
17,634
+23
| +0.1% | +$872 | 0.9% | 25 |
|
|
2023
Q4 | $593K | Sell |
17,611
-247
| -1% | -$8.32K | 0.83% | 24 |
|
|
2023
Q3 | $489K | Buy |
17,858
+16
| +0.1% | +$438 | 0.85% | 26 |
|
|
2023
Q2 | $512K | Buy |
17,842
+145
| +0.8% | +$4.16K | 0.86% | 25 |
|
|
2023
Q1 | $506K | Buy |
17,697
+26
| +0.1% | +$744 | 0.89% | 24 |
|
|
2022
Q4 | $585K | Sell |
17,671
-756
| -4% | -$25K | 1.13% | 20 |
|
|
2022
Q3 | $556K | Buy |
18,427
+650
| +4% | +$19.6K | 1.17% | 21 |
|
|
2022
Q2 | $553K | Hold |
17,777
| – | – | 1.22% | 19 |
|
|
2022
Q1 | $733K | Hold |
17,777
| – | – | 1.44% | 17 |
|
|
2021
Q4 | $791K | Sell |
17,777
-219
| -1% | -$9.75K | 1.21% | 17 |
|
|
2021
Q3 | $764K | Hold |
17,996
| – | – | 1.24% | 16 |
|
|
2021
Q2 | $742K | Hold |
17,996
| – | – | 1.24% | 16 |
|
|
2021
Q1 | $696K | Hold |
17,996
| – | – | 1.26% | 16 |
|
|
2020
Q4 | $545K | Sell |
17,996
-181
| -1% | -$5.48K | 0.98% | 18 |
|
|
2020
Q3 | $438K | Hold |
18,177
| – | – | 0.89% | 21 |
|
|
2020
Q2 | $432K | Hold |
18,177
| – | – | 0.93% | 21 |
|
|
2020
Q1 | $386K | Hold |
18,177
| – | – | 0.94% | 21 |
|
|
2019
Q4 | $640K | Sell |
18,177
-310
| -2% | -$10.9K | 1.32% | 17 |
|
|
2019
Q3 | $539K | Hold |
18,487
| – | – | 1.16% | 18 |
|
|
2019
Q2 | $536K | Buy |
18,487
+4,125
| +29% | +$120K | 0.88% | 21 |
|
|
2019
Q1 | $396K | Hold |
14,362
| – | – | 0.62% | 25 |
|
|
2018
Q4 | $354K | Sell |
14,362
-2
| -0% | -$49 | 0.57% | 27 |
|
|
2018
Q3 | $423K | Sell |
14,364
-3,214
| -18% | -$94.6K | 0.61% | 23 |
|
|
2018
Q2 | $527K | Hold |
17,578
| – | – | 0.34% | 24 |
|
|
2018
Q1 | $527K | Hold |
17,578
| – | – | 0.34% | 24 |
|
|
2017
Q4 | $519K | Hold |
17,578
| – | – | 0.34% | 25 |
|
|
2017
Q3 | $445K | Hold |
17,578
| – | – | 0.3% | 25 |
|
|
2017
Q2 | $426K | Buy |
17,578
+16,578
| +1,658% | +$402K | 0.32% | 23 |
|
|
2017
Q1 | $24K | Buy |
+1,000
| New | +$24K | 0.02% | 30 |
|