CreativeOne Wealth’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 | $3.93M | Buy |
83,039
+626
| +0.8% | +$29.6K | 0.1% | 182 |
|
|
2025
Q1 | $3.44M | Sell |
82,413
-26,750
| -25% | -$1.12M | 0.1% | 190 |
|
|
2024
Q4 | $4.8M | Buy |
109,163
+5,462
| +5% | +$240K | 0.15% | 134 |
|
|
2024
Q3 | $4.11M | Buy |
103,701
+1,590
| +2% | +$63.1K | 0.14% | 137 |
|
|
2024
Q2 | $4.06M | Buy |
102,111
+19,542
| +24% | +$777K | 0.21% | 100 |
|
|
2024
Q1 | $3.13M | Buy |
82,569
+11,010
| +15% | +$417K | 0.12% | 152 |
|
|
2023
Q4 | $2.41M | Buy |
71,559
+6,597
| +10% | +$222K | 0.15% | 127 |
|
|
2023
Q3 | $1.78M | Buy |
64,962
+26,160
| +67% | +$716K | 0.13% | 159 |
|
|
2023
Q2 | $1.11M | Buy |
38,802
+3,407
| +10% | +$97.7K | 0.05% | 314 |
|
|
2023
Q1 | $1.01M | Buy |
35,395
+1,363
| +4% | +$39K | 0.05% | 304 |
|
|
2022
Q4 | $1.13M | Buy |
34,032
+3,985
| +13% | +$132K | 0.06% | 268 |
|
|
2022
Q3 | $907K | Buy |
30,047
+22
| +0.1% | +$664 | 0.05% | 279 |
|
|
2022
Q2 | $935K | Sell |
30,025
-17,797
| -37% | -$554K | 0.05% | 275 |
|
|
2022
Q1 | $1.97M | Sell |
47,822
-21,724
| -31% | -$895K | 0.1% | 165 |
|
|
2021
Q4 | $3.09M | Buy |
69,546
+6,579
| +10% | +$293K | 0.15% | 102 |
|
|
2021
Q3 | $2.67M | Sell |
62,967
-5,330
| -8% | -$226K | 0.16% | 119 |
|
|
2021
Q2 | $2.82M | Buy |
68,297
+17,468
| +34% | +$720K | 0.17% | 114 |
|
|
2021
Q1 | $1.97M | Buy |
50,829
+10,917
| +27% | +$422K | 0.15% | 123 |
|
|
2020
Q4 | $1.21M | Buy |
+39,912
| New | +$1.21M | 0.1% | 158 |
|
|
2020
Q2 | – | Sell |
-17,741
| Closed | -$377K | – | 246 |
|
|
2020
Q1 | $377K | Buy |
17,741
+6,490
| +58% | +$138K | 0.07% | 127 |
|
|
2019
Q4 | $397K | Buy |
+11,251
| New | +$397K | 0.07% | 127 |
|