Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145M | Buy |
|
|||||
|
2025
Q1 | $125M | Buy |
|
|||||
|
2024
Q4 | $118M | Buy |
|
|||||
|
2024
Q3 | $106M | Buy |
|
|||||
|
2024
Q2 | $105M | Buy |
|
|||||
|
2024
Q1 | $94.6M | Buy |
|
|||||
|
2023
Q4 | $81.4M | Sell |
|
|||||
|
2023
Q3 | $77.9M | Buy |
|
|||||
|
2023
Q2 | $70.3M | Buy |
|
|||||
|
2023
Q1 | $69.7M | Buy |
|
|||||
|
2022
Q4 | $78.2M | Buy |
|
|||||
|
2022
Q3 | $65.3M | Sell |
|
|||||
|
2022
Q2 | $70.5M | Buy |
|
|||||
|
2022
Q1 | $81.7M | Buy |
|
|||||
|
2021
Q4 | $57.7M | Buy |
|
|||||
|
2021
Q3 | $51.9M | Buy |
|
|||||
|
2021
Q2 | $49.3M | Sell |
|
|||||
|
2021
Q1 | $58.1M | Sell |
|
|||||
|
2020
Q4 | $47.2M | Buy |
|
|||||
|
2020
Q3 | $31.6M | Sell |
|
|||||
|
2020
Q2 | $32.2M | Sell |
|
|||||
|
2020
Q1 | $31.5M | Sell |
|
|||||
|
2019
Q4 | $56.6M | Sell |
|
|||||
|
2019
Q3 | $48.6M | Sell |
|
|||||
|
2019
Q2 | $48.6M | Buy |
|
|||||
|
2019
Q1 | $43.4M | Sell |
|
|||||
|
2018
Q4 | $40.7M | Buy |
|
|||||
|
2018
Q3 | $47.8M | Sell |
|
|||||
|
2018
Q2 | $46.3M | Sell |
|
|||||
|
2018
Q1 | $50M | Buy |
|
|||||
|
2017
Q4 | $45.3M | Sell |
|
|||||
|
2017
Q3 | $40.4M | Sell |
|
|||||
|
2017
Q2 | $39.6M | Buy |
|
|||||
|
2017
Q1 | $35M | Buy |
|
|||||
|
2016
Q4 | $30.3M | Buy |
|
|||||
|
2016
Q3 | $20.5M | Buy |
|
|||||
|
2016
Q2 | $17.3M | Buy |
|
|||||
|
2016
Q1 | $17.4M | Buy |
|
|||||
|
2015
Q4 | $20.2M | Buy |
|
|||||
|
2015
Q3 | $17.9M | Buy |
|
|||||
|
2015
Q2 | $16M | Buy |
|
|||||
|
2015
Q1 | $12.5M | Sell |
|
|||||
|
2014
Q4 | $15M | Buy |
|
|||||
|
2014
Q3 | $14M | Buy |
|
|||||
|
2014
Q2 | $12.3M | Buy |
|
|||||
|
2014
Q1 | $9.94M | Buy |
|
|||||
|
2013
Q4 | $7.75M | Buy |
|
|||||
|
2013
Q3 | $6.2M | Buy |
|
|||||
|
2013
Q2 | $5.16M | Buy |
|