Confluence Investment Management’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
Q2 | – | Sell |
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|
2025
Q1 | $442K | Hold |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $420K | Hold |
|
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $409K | Sell |
|
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|
2023
Q4 | $700K | Hold |
|
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $595K | Buy |
|
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $236K | Hold |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $366K | Buy |
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|
2019
Q3 | $368K | Sell |
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|
2019
Q2 | $366K | Sell |
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|
2019
Q1 | $378K | Sell |
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|
2018
Q4 | $367K | Sell |
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|
2018
Q3 | $517K | Sell |
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|
2018
Q2 | $642K | Buy |
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|
2018
Q1 | $636K | Buy |
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|
2017
Q4 | $244K | Sell |
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|
2017
Q3 | $213K | Sell |
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|
2017
Q2 | $268K | Buy |
|