Creative Financial Designs’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 | $1.2M | Sell |
25,270
-10,634
| -30% | -$503K | 0.09% | 195 |
|
|
2025
Q1 | $1.5M | Sell |
35,904
-121,808
| -77% | -$5.08M | 0.12% | 143 |
|
|
2024
Q4 | $6.93M | Sell |
157,712
-6,649
| -4% | -$292K | 0.56% | 39 |
|
|
2024
Q3 | $6.52M | Buy |
164,361
+11,612
| +8% | +$461K | 0.55% | 38 |
|
|
2024
Q2 | $6.07M | Buy |
152,749
+5,593
| +4% | +$222K | 0.54% | 45 |
|
|
2024
Q1 | $5.58M | Sell |
147,156
-1,666
| -1% | -$63.2K | 0.53% | 45 |
|
|
2023
Q4 | $5.01M | Buy |
148,822
+22,253
| +18% | +$749K | 0.51% | 44 |
|
|
2023
Q3 | $3.47M | Buy |
126,569
+6,996
| +6% | +$192K | 0.4% | 55 |
|
|
2023
Q2 | $3.43M | Buy |
119,573
+21,408
| +22% | +$614K | 0.4% | 57 |
|
|
2023
Q1 | $2.81M | Buy |
98,165
+20,550
| +26% | +$588K | 0.37% | 67 |
|
|
2022
Q4 | $2.57M | Sell |
77,615
-7,183
| -8% | -$238K | 0.38% | 62 |
|
|
2022
Q3 | $2.56M | Buy |
84,798
+15,155
| +22% | +$458K | 0.42% | 51 |
|
|
2022
Q2 | $2.17M | Buy |
69,643
+16,167
| +30% | +$503K | 0.36% | 65 |
|
|
2022
Q1 | $2.2M | Buy |
53,476
+49,910
| +1,400% | +$2.06M | 0.34% | 67 |
|
|
2021
Q4 | $159K | Buy |
3,566
+448
| +14% | +$20K | 0.02% | 350 |
|
|
2021
Q3 | $132K | Buy |
3,118
+1,194
| +62% | +$50.5K | 0.02% | 393 |
|
|
2021
Q2 | $79K | Buy |
1,924
+62
| +3% | +$2.55K | 0.01% | 486 |
|
|
2021
Q1 | $72K | Hold |
1,862
| – | – | 0.01% | 485 |
|
|
2020
Q4 | $56K | Sell |
1,862
-98
| -5% | -$2.95K | 0.01% | 483 |
|
|
2020
Q3 | $47K | Sell |
1,960
-10,908
| -85% | -$262K | 0.01% | 471 |
|
|
2020
Q2 | $306K | Buy |
12,868
+1,358
| +12% | +$32.3K | 0.09% | 160 |
|
|
2020
Q1 | $244K | Sell |
11,510
-209
| -2% | -$4.43K | 0.13% | 104 |
|
|
2019
Q4 | $418K | Sell |
11,719
-396
| -3% | -$14.1K | 0.19% | 105 |
|
|
2019
Q3 | $337K | Buy |
12,115
+1,515
| +14% | +$42.1K | 0.18% | 101 |
|
|
2019
Q2 | $310K | Buy |
10,600
+244
| +2% | +$7.14K | 0.17% | 100 |
|
|
2019
Q1 | $286K | Buy |
10,356
+132
| +1% | +$3.65K | 0.17% | 96 |
|
|
2018
Q4 | $252K | Sell |
10,224
-2,150
| -17% | -$53K | 0.18% | 94 |
|
|
2018
Q3 | $365K | Buy |
12,374
+564
| +5% | +$16.6K | 0.21% | 86 |
|
|
2018
Q2 | $333K | Buy |
11,810
+6,377
| +117% | +$180K | 0.2% | 98 |
|
|
2018
Q1 | $163K | Buy |
5,433
+4,831
| +802% | +$145K | 0.1% | 127 |
|
|
2017
Q4 | $18K | Sell |
602
-2,350
| -80% | -$70.3K | 0.01% | 329 |
|
|
2017
Q3 | $75K | Sell |
2,952
-1,226
| -29% | -$31.1K | 0.04% | 206 |
|
|
2017
Q2 | $101K | Buy |
4,178
+968
| +30% | +$23.4K | 0.06% | 179 |
|
|
2017
Q1 | $76K | Buy |
3,210
+626
| +24% | +$14.8K | 0.05% | 195 |
|
|
2016
Q4 | $57K | Buy |
+2,584
| New | +$57K | 0.05% | 216 |
|