Coyle Financial Counsel’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 | $439K | Buy |
9,267
+53
| +0.6% | +$2.51K | 0.12% | 62 |
|
|
2025
Q1 | $385K | Buy |
9,214
+683
| +8% | +$28.5K | 0.12% | 57 |
|
|
2024
Q4 | $375K | Buy |
8,531
+858
| +11% | +$37.7K | 0.12% | 58 |
|
|
2024
Q3 | $305K | Buy |
7,673
+211
| +3% | +$8.39K | 0.11% | 57 |
|
|
2024
Q2 | $283K | Hold |
7,462
| – | – | 0.1% | 56 |
|
|
2024
Q1 | $283K | Buy |
7,462
+15
| +0.2% | +$569 | 0.1% | 56 |
|
|
2023
Q4 | $251K | Buy |
7,447
+60
| +0.8% | +$2.02K | 0.1% | 58 |
|
|
2023
Q3 | $202K | Buy |
+7,387
| New | +$202K | 0.08% | 63 |
|
|
2018
Q3 | – | Sell |
-694
| Closed | -$20K | – | 57 |
|
|
2018
Q2 | $20K | Sell |
694
-212
| -23% | -$6.11K | 0.02% | 81 |
|
|
2018
Q1 | $27K | Buy |
+906
| New | +$27K | 0.03% | 62 |
|
|
2014
Q3 | – | Sell |
-12,500
| Closed | -$192K | – | 42 |
|
|
2014
Q2 | $192K | Buy |
+12,500
| New | +$192K | 0.26% | 42 |
|