Clearstead Trust’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 | $471K | Sell |
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|
2025
Q2 | $503K | Buy |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $35.3K | Hold |
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|
2024
Q2 | $35.4K | Hold |
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|
2024
Q1 | $33.7K | Buy |
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|
2023
Q4 | $1.89K | Sell |
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|
2023
Q3 | $10.2K | Buy |
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|
2023
Q2 | $10.6K | Sell |
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|
2023
Q1 | $47.7K | Buy |
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|
2022
Q4 | $55K | Buy |
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|
2022
Q3 | $50K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $429K | Buy |
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|
2018
Q3 | $416K | Hold |
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|
2018
Q2 | $398K | Buy |
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|
2018
Q1 | $358K | Buy |
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|
2017
Q4 | $338K | Hold |
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|
2017
Q3 | $290K | Hold |
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|
2017
Q2 | $278K | Sell |
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|
2017
Q1 | $302K | Buy |
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|
2016
Q4 | $257K | Buy |
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