Coastwise Capital Group’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 | $1.38M | Buy |
29,090
+1,153
| +4% | +$54.6K | 1.1% | 24 |
|
|
2025
Q1 | $1.17M | Sell |
27,937
-12,917
| -32% | -$539K | 0.98% | 31 |
|
|
2024
Q4 | $1.8M | Sell |
40,854
-192
| -0.5% | -$8.44K | 1.43% | 16 |
|
|
2024
Q3 | $1.63M | Buy |
41,046
+1,619
| +4% | +$64.2K | 1.34% | 17 |
|
|
2024
Q2 | $1.57M | Sell |
39,427
-2,258
| -5% | -$89.8K | 1.49% | 14 |
|
|
2024
Q1 | $1.58M | Buy |
41,685
+2,315
| +6% | +$87.8K | 1.47% | 14 |
|
|
2023
Q4 | $1.33M | Sell |
39,370
-1,426
| -3% | -$48K | 1.35% | 17 |
|
|
2023
Q3 | $1.12M | Buy |
40,796
+2,047
| +5% | +$56K | 1.28% | 18 |
|
|
2023
Q2 | $1.11M | Buy |
38,749
+2,636
| +7% | +$75.6K | 1.26% | 18 |
|
|
2023
Q1 | $1.03M | Buy |
36,113
+7,365
| +26% | +$211K | 1.18% | 23 |
|
|
2022
Q4 | $952K | Buy |
+28,748
| New | +$952K | 1.13% | 24 |
|
|
2022
Q3 | – | Sell |
-19,214
| Closed | -$598K | – | 95 |
|
|
2022
Q2 | $598K | Buy |
+19,214
| New | +$598K | 0.73% | 38 |
|