Continuum Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Buy |
20,726
+872
| +4% | +$45K | 0.1% | 193 |
|
|
2025
Q4 | $1.09M | Sell |
19,854
-817
| -4% | -$43.2K | 0.11% | 175 |
|
|
2025
Q3 | $1.07M | Sell |
20,671
-1,950
| -9% | -$95.1K | 0.11% | 168 |
|
|
2025
Q2 | $1.07M | Buy |
22,621
+425
| +2% | +$17.9K | 0.13% | 156 |
|
|
2025
Q1 | $926K | Buy |
22,196
+5,489
| +33% | +$245K | 0.12% | 157 |
|
|
2024
Q4 | $734K | Buy |
16,707
+237
| +1% | +$10.4K | 0.09% | 190 |
|
|
2024
Q3 | $756K | Buy |
16,470
+7,039
| +75% | +$282K | 0.1% | 194 |
|
|
2024
Q2 | $375K | Sell |
9,431
-67
| -0.7% | -$2.57K | 0.05% | 267 |
|
|
2024
Q1 | $364K | Sell |
9,498
-12,301
| -56% | -$422K | 0.05% | 265 |
|
|
2023
Q4 | $735K | Sell |
21,799
-2,339
| -10% | -$68.1K | 0.1% | 220 |
|
|
2023
Q3 | $661K | Sell |
24,138
-2,950
| -11% | -$87.3K | 0.11% | 230 |
|
|
2023
Q2 | $777K | Sell |
27,088
-4,193
| -13% | -$120K | 0.12% | 205 |
|
|
2023
Q1 | $895K | Buy |
31,281
+8,435
| +37% | +$278K | 0.15% | 163 |
|
|
2022
Q4 | $757K | Buy |
22,846
+658
| +3% | +$22.7K | 0.14% | 178 |
|
|
2022
Q3 | $670K | Sell |
22,188
-3,223
| -13% | -$108K | 0.12% | 190 |
|
|
2022
Q2 | $791K | Buy |
25,411
+4,113
| +19% | +$148K | 0.14% | 174 |
|
|
2022
Q1 | $760K | Buy |
21,298
+11,639
| +120% | +$525K | 0.14% | 175 |
|
|
2021
Q4 | $430K | Sell |
9,659
-81
| -0.8% | -$3.69K | 0.1% | 198 |
|
|
2021
Q3 | $413K | Sell |
9,740
-114
| -1% | -$4.59K | 0.11% | 180 |
|
|
2021
Q2 | $406K | Sell |
9,854
-585
| -6% | -$24K | 0.13% | 173 |
|
|
2021
Q1 | $404K | Sell |
10,439
-610
| -6% | -$21K | 0.17% | 114 |
|
|
2020
Q4 | $335K | Buy |
11,049
+390
| +4% | +$10.5K | 0.15% | 113 |
|
|
2020
Q3 | $257K | Buy |
10,659
+635
| +6% | +$15.8K | 0.14% | 124 |
|
|
2020
Q2 | $233K | Buy |
+10,024
| New | +$237K | 0.15% | 123 |
|
|
2020
Q1 | – | Sell |
-10,544
| Closed | -$371K | – | 138 |
|
|
2019
Q4 | $371K | Buy |
10,544
+230
| +2% | +$7.43K | 0.22% | 94 |
|
|
2019
Q3 | $293K | Buy |
10,314
+270
| +3% | +$7.76K | 0.2% | 101 |
|
|
2019
Q2 | $296K | Buy |
10,044
+672
| +7% | +$19.4K | 0.2% | 93 |
|
|
2019
Q1 | $267K | Sell |
9,372
-988
| -10% | -$27.9K | 0.2% | 107 |
|
|
2018
Q4 | $255K | Sell |
10,360
-1,855
| -15% | -$50.3K | 0.19% | 125 |
|
|
2018
Q3 | $362K | Sell |
12,215
-1,350
| -10% | -$41.1K | 0.24% | 96 |
|
|
2018
Q2 | $382K | Sell |
13,565
-1,685
| -11% | -$50.3K | 0.28% | 90 |
|
|
2018
Q1 | $457K | Sell |
15,250
-1,819
| -11% | -$57.1K | 0.38% | 67 |
|
|
2017
Q4 | $504K | Buy |
17,069
+2,494
| +17% | +$68.7K | 0.39% | 62 |
|
|
2017
Q3 | $369K | Buy |
14,575
+6,060
| +71% | +$147K | 0.32% | 95 |
|
|
2017
Q2 | $207K | Buy |
+8,515
| New | +$199K | 0.21% | 133 |
|
Other funds holding BAC
VCM
VPM
Continuum Advisory's BAC Position: Q1 2026 in Review
Continuum Advisory increased its Bank of America (BAC) stake by 4.4% in Q1 2026, buying an estimated $45K and bringing the position to 20,726 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #193.
Continuum Advisory first reported a position in BAC in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.09M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Continuum Advisory held 20,726 shares of Bank of America worth $1.01M as of Q1 2026.
- Continuum Advisory bought 872 Bank of America shares in Q1 2026, an estimated $45K.
- Bank of America made up 0.1% of Continuum Advisory's portfolio in Q1 2026, its #193 holding.
- Continuum Advisory first reported a position in Bank of America in Q2 2017 and has held it in 35 quarters since.
- Continuum Advisory's Bank of America position peaked at $1.09M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.