CA
Cumberland Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
51,200
-39
| -0.1% | -$1.85K | 1.02% | 22 |
|
|
2025
Q1 | $2.14M | Buy |
51,239
+39
| +0.1% | +$1.63K | 0.97% | 22 |
|
|
2024
Q4 | $2.25M | Hold |
51,200
| – | – | 0.9% | 22 |
|
|
2024
Q3 | $2.03M | Buy |
51,200
+4,000
| +8% | +$159K | 0.81% | 27 |
|
|
2024
Q2 | $1.88M | Sell |
47,200
-4,700
| -9% | -$187K | 0.77% | 29 |
|
|
2024
Q1 | $1.97M | Sell |
51,900
-500
| -1% | -$19K | 0.73% | 32 |
|
|
2023
Q4 | $1.76M | Hold |
52,400
| – | – | 0.76% | 33 |
|
|
2023
Q3 | $1.43M | Sell |
52,400
-8,400
| -14% | -$230K | 0.64% | 34 |
|
|
2023
Q2 | $1.74M | Hold |
60,800
| – | – | 0.8% | 34 |
|
|
2023
Q1 | $1.74M | Sell |
60,800
-1,200
| -2% | -$34.3K | 0.71% | 36 |
|
|
2022
Q4 | $2.05M | Hold |
62,000
| – | – | 0.89% | 29 |
|
|
2022
Q3 | $1.87M | Hold |
62,000
| – | – | 0.75% | 28 |
|
|
2022
Q2 | $1.93M | Sell |
62,000
-1,907
| -3% | -$59.4K | 0.64% | 29 |
|
|
2022
Q1 | $2.63M | Buy |
63,907
+1,907
| +3% | +$78.6K | 0.61% | 26 |
|
|
2021
Q4 | $2.76M | Sell |
62,000
-1,450
| -2% | -$64.5K | 0.58% | 27 |
|
|
2021
Q3 | $2.69M | Sell |
63,450
-1,650
| -3% | -$70K | 0.62% | 25 |
|
|
2021
Q2 | $2.68M | Sell |
65,100
-1,600
| -2% | -$66K | 0.63% | 27 |
|
|
2021
Q1 | $2.58M | Hold |
66,700
| – | – | 0.64% | 28 |
|
|
2020
Q4 | $2.02M | Buy |
+66,700
| New | +$2.02M | 0.74% | 27 |
|
|
2020
Q2 | $1.65M | Sell |
69,400
-400
| -0.6% | -$9.5K | 0.62% | 27 |
|
|
2020
Q1 | $1.48M | Sell |
69,800
-4,000
| -5% | -$84.9K | 0.6% | 26 |
|
|
2019
Q4 | $2.6M | Hold |
73,800
| – | – | 0.9% | 26 |
|
|
2019
Q3 | $2.15M | Sell |
73,800
-400
| -0.5% | -$11.7K | 0.61% | 31 |
|
|
2019
Q2 | $2.15M | Hold |
74,200
| – | – | 0.73% | 29 |
|
|
2019
Q1 | $2.05M | Hold |
74,200
| – | – | 0.71% | 27 |
|
|
2018
Q4 | $1.83M | Buy |
+74,200
| New | +$1.83M | 0.66% | 25 |
|