Consolidated Portfolio Review Corp’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 | $802K | Buy |
16,945
+4,126
| +32% | +$195K | 0.11% | 194 |
|
|
2025
Q1 | $535K | Sell |
12,819
-659
| -5% | -$27.5K | 0.09% | 217 |
|
|
2024
Q4 | $592K | Buy |
13,478
+607
| +5% | +$26.7K | 0.09% | 210 |
|
|
2024
Q3 | $511K | Buy |
12,871
+419
| +3% | +$16.6K | 0.11% | 188 |
|
|
2024
Q2 | $495K | Buy |
12,452
+2,602
| +26% | +$103K | 0.12% | 181 |
|
|
2024
Q1 | $374K | Sell |
9,850
-6,101
| -38% | -$231K | 0.1% | 184 |
|
|
2023
Q4 | $537K | Sell |
15,951
-877
| -5% | -$29.5K | 0.12% | 164 |
|
|
2023
Q3 | $461K | Sell |
16,828
-490
| -3% | -$13.4K | 0.11% | 175 |
|
|
2023
Q2 | $497K | Sell |
17,318
-427
| -2% | -$12.3K | 0.12% | 163 |
|
|
2023
Q1 | $508K | Buy |
+17,745
| New | +$508K | 0.14% | 156 |
|