CRA Financial Services’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 | $2.11M | Buy |
44,663
+475
| +1% | +$22.5K | 0.32% | 62 |
|
2025
Q1 | $1.84M | Buy |
44,188
+869
| +2% | +$36.3K | 0.32% | 62 |
|
2024
Q4 | $1.9M | Sell |
43,319
-237
| -0.5% | -$10.4K | 0.33% | 59 |
|
2024
Q3 | $1.73M | Buy |
43,556
+285
| +0.7% | +$11.3K | 0.32% | 56 |
|
2024
Q2 | $1.72M | Buy |
43,271
+148
| +0.3% | +$5.89K | 0.35% | 51 |
|
2024
Q1 | $1.64M | Sell |
43,123
-2,036
| -5% | -$77.2K | 0.36% | 56 |
|
2023
Q4 | $1.52M | Sell |
45,159
-1,322
| -3% | -$44.5K | 0.37% | 56 |
|
2023
Q3 | $1.27M | Buy |
46,481
+1,427
| +3% | +$39.1K | 0.35% | 55 |
|
2023
Q2 | $1.29M | Buy |
45,054
+4,346
| +11% | +$125K | 0.35% | 53 |
|
2023
Q1 | $1.16M | Buy |
40,708
+2,721
| +7% | +$77.8K | 0.35% | 55 |
|
2022
Q4 | $1.26M | Buy |
37,987
+1,194
| +3% | +$39.5K | 0.41% | 52 |
|
2022
Q3 | $1.11M | Buy |
36,793
+15
| +0% | +$453 | 0.4% | 52 |
|
2022
Q2 | $1.15M | Sell |
36,778
-453
| -1% | -$14.1K | 0.39% | 53 |
|
2022
Q1 | $1.54M | Buy |
37,231
+524
| +1% | +$21.6K | 0.46% | 40 |
|
2021
Q4 | $1.63M | Buy |
36,707
+900
| +3% | +$40K | 0.49% | 36 |
|
2021
Q3 | $1.52M | Buy |
35,807
+421
| +1% | +$17.9K | 0.51% | 35 |
|
2021
Q2 | $1.46M | Buy |
35,386
+350
| +1% | +$14.4K | 0.51% | 37 |
|
2021
Q1 | $1.36M | Buy |
35,036
+251
| +0.7% | +$9.71K | 0.52% | 36 |
|
2020
Q4 | $1.05M | Sell |
34,785
-251
| -0.7% | -$7.61K | 0.44% | 38 |
|
2020
Q3 | $844K | Sell |
35,036
-6,079
| -15% | -$146K | 0.4% | 46 |
|
2020
Q2 | $976K | Sell |
41,115
-632
| -2% | -$15K | 0.52% | 39 |
|
2020
Q1 | $886K | Buy |
41,747
+6,180
| +17% | +$131K | 0.57% | 38 |
|
2019
Q4 | $1.25M | Sell |
35,567
-18,371
| -34% | -$647K | 0.68% | 37 |
|
2019
Q3 | $1.57M | Sell |
53,938
-6,256
| -10% | -$182K | 0.95% | 27 |
|
2019
Q2 | $1.75M | Sell |
60,194
-934
| -2% | -$27.1K | 1.05% | 24 |
|
2019
Q1 | $1.69M | Buy |
61,128
+7,551
| +14% | +$208K | 1.1% | 22 |
|
2018
Q4 | $1.32M | Buy |
+53,577
| New | +$1.32M | 0.95% | 28 |
|