Coppell Advisory Solutions’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 | $1.54M | Sell |
32,599
-6,739
| -17% | -$318K | 0.18% | 122 |
|
|
2025
Q1 | $1.57M | Sell |
39,338
-8,064
| -17% | -$322K | 0.22% | 114 |
|
|
2024
Q4 | $2.08M | Sell |
47,402
-810
| -2% | -$35.6K | 0.29% | 71 |
|
|
2024
Q3 | $1.9M | Buy |
48,212
+834
| +2% | +$32.9K | 0.28% | 80 |
|
|
2024
Q2 | $1.88M | Buy |
+47,378
| New | +$1.88M | 0.31% | 71 |
|
|
2023
Q4 | $1.5M | Buy |
44,647
+22,809
| +104% | +$768K | 0.3% | 78 |
|
|
2023
Q3 | $723K | Sell |
21,838
-15,079
| -41% | -$499K | 0.25% | 93 |
|
|
2023
Q2 | $1.06M | Buy |
36,917
+5,003
| +16% | +$143K | 0.3% | 75 |
|
|
2023
Q1 | $908K | Buy |
31,914
+10,076
| +46% | +$287K | 0.3% | 87 |
|
|
2022
Q4 | $723K | Buy |
+21,838
| New | +$723K | 0.24% | 97 |
|
|
2020
Q4 | $427K | Buy |
+14,095
| New | +$427K | 0.22% | 106 |
|