Compton Wealth Advisory 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 | $2.73M | Sell |
57,760
-2,085
| -3% | -$98.7K | 0.69% | 30 |
|
|
2025
Q1 | $2.5M | Sell |
59,845
-2,558
| -4% | -$107K | 0.69% | 30 |
|
|
2024
Q4 | $2.74M | Sell |
62,403
-2,063
| -3% | -$90.7K | 0.71% | 31 |
|
|
2024
Q3 | $2.56M | Sell |
64,466
-6,287
| -9% | -$249K | 0.65% | 34 |
|
|
2024
Q2 | $2.81M | Sell |
70,753
-396
| -0.6% | -$15.7K | 0.75% | 29 |
|
|
2024
Q1 | $2.7M | Buy |
71,149
+403
| +0.6% | +$15.3K | 0.74% | 28 |
|
|
2023
Q4 | $2.38M | Buy |
70,746
+5,279
| +8% | +$178K | 0.75% | 27 |
|
|
2023
Q3 | $1.79M | Buy |
65,467
+2,092
| +3% | +$57.3K | 0.62% | 32 |
|
|
2023
Q2 | $1.82M | Sell |
63,375
-1,718
| -3% | -$49.3K | 0.61% | 33 |
|
|
2023
Q1 | $1.86M | Sell |
65,093
-1,666
| -2% | -$47.6K | 0.64% | 32 |
|
|
2022
Q4 | $2.21M | Sell |
66,759
-4,015
| -6% | -$133K | 0.86% | 28 |
|
|
2022
Q3 | $2.14M | Sell |
70,774
-2,124
| -3% | -$64.1K | 0.91% | 24 |
|
|
2022
Q2 | $2.27M | Sell |
72,898
-2,616
| -3% | -$81.4K | 0.98% | 23 |
|
|
2022
Q1 | $3.11M | Buy |
75,514
+20,885
| +38% | +$861K | 1.2% | 21 |
|
|
2021
Q4 | $2.43M | Buy |
54,629
+104
| +0.2% | +$4.63K | 1.04% | 25 |
|
|
2021
Q3 | $2.32M | Sell |
54,525
-935
| -2% | -$39.7K | 1.09% | 24 |
|
|
2021
Q2 | $2.29M | Buy |
55,460
+414
| +0.8% | +$17.1K | 1.07% | 25 |
|
|
2021
Q1 | $2.13M | Buy |
55,046
+229
| +0.4% | +$8.86K | 1.22% | 25 |
|
|
2020
Q4 | $1.66M | Buy |
54,817
+1,069
| +2% | +$32.4K | 1.04% | 27 |
|
|
2020
Q3 | $1.3M | Buy |
53,748
+87
| +0.2% | +$2.1K | 0.97% | 31 |
|
|
2020
Q2 | $1.27M | Sell |
53,661
-4,664
| -8% | -$111K | 1.36% | 22 |
|
|
2020
Q1 | $1.24M | Sell |
58,325
-2,673
| -4% | -$56.7K | 1.61% | 20 |
|
|
2019
Q4 | $2.15M | Sell |
60,998
-784
| -1% | -$27.6K | 1.9% | 16 |
|
|
2019
Q3 | $1.8M | Sell |
61,782
-2,736
| -4% | -$79.8K | 0.99% | 18 |
|
|
2019
Q2 | $1.87M | Buy |
64,518
+4
| +0% | +$116 | 0.96% | 19 |
|
|
2019
Q1 | $1.78M | Hold |
64,514
| – | – | 0.94% | 15 |
|
|
2018
Q4 | $1.59M | Buy |
+64,514
| New | +$1.59M | 0.82% | 17 |
|