Curi RMB Capital’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 | $3.31M | Buy |
69,880
+55,463
| +385% | +$2.62M | 0.06% | 261 |
|
|
2025
Q1 | $602K | Sell |
14,417
-16,506
| -53% | -$689K | 0.01% | 369 |
|
|
2024
Q4 | $1.36M | Sell |
30,923
-3,288
| -10% | -$145K | 0.03% | 306 |
|
|
2024
Q3 | $1.36M | Sell |
34,211
-4,352
| -11% | -$173K | 0.03% | 312 |
|
|
2024
Q2 | $1.53M | Buy |
38,563
+119
| +0.3% | +$4.73K | 0.04% | 296 |
|
|
2024
Q1 | $1.46M | Sell |
38,444
-56,928
| -60% | -$2.16M | 0.03% | 305 |
|
|
2023
Q4 | $3.21M | Buy |
95,372
+63,600
| +200% | +$2.14M | 0.1% | 193 |
|
|
2023
Q3 | $870K | Sell |
31,772
-1,479
| -4% | -$40.5K | 0.03% | 290 |
|
|
2023
Q2 | $954K | Sell |
33,251
-4,752
| -13% | -$136K | 0.03% | 291 |
|
|
2023
Q1 | $1.09M | Buy |
38,003
+6,828
| +22% | +$195K | 0.04% | 272 |
|
|
2022
Q4 | $1.03M | Sell |
31,175
-3,139
| -9% | -$104K | 0.04% | 283 |
|
|
2022
Q3 | $1.04M | Sell |
34,314
-1,003
| -3% | -$30.3K | 0.04% | 278 |
|
|
2022
Q2 | $1.1M | Buy |
35,317
+4,089
| +13% | +$127K | 0.04% | 266 |
|
|
2022
Q1 | $1.29M | Buy |
31,228
+4,650
| +17% | +$192K | 0.04% | 228 |
|
|
2021
Q4 | $1.18M | Buy |
26,578
+512
| +2% | +$22.8K | 0.04% | 258 |
|
|
2021
Q3 | $1.11M | Hold |
26,066
| – | – | 0.04% | 268 |
|
|
2021
Q2 | $1.08M | Buy |
26,066
+239
| +0.9% | +$9.86K | 0.04% | 272 |
|
|
2021
Q1 | $999K | Sell |
25,827
-279
| -1% | -$10.8K | 0.04% | 265 |
|
|
2020
Q4 | $791K | Hold |
26,106
| – | – | 0.03% | 352 |
|
|
2020
Q3 | $629K | Sell |
26,106
-2,363
| -8% | -$56.9K | 0.03% | 386 |
|
|
2020
Q2 | $676K | Sell |
28,469
-3,161
| -10% | -$75.1K | 0.03% | 355 |
|
|
2020
Q1 | $672K | Buy |
31,630
+5,122
| +19% | +$109K | 0.03% | 343 |
|
|
2019
Q4 | $934K | Sell |
26,508
-7,349
| -22% | -$259K | 0.03% | 354 |
|
|
2019
Q3 | $988K | Buy |
33,857
+797
| +2% | +$23.3K | 0.03% | 365 |
|
|
2019
Q2 | $959K | Sell |
33,060
-19,071
| -37% | -$553K | 0.02% | 392 |
|
|
2019
Q1 | $1.44M | Sell |
52,131
-4,720
| -8% | -$130K | 0.04% | 364 |
|
|
2018
Q4 | $1.4M | Buy |
56,851
+2,297
| +4% | +$56.6K | 0.04% | 401 |
|
|
2018
Q3 | $1.61M | Buy |
54,554
+7,433
| +16% | +$219K | 0.04% | 393 |
|
|
2018
Q2 | $1.33M | Buy |
47,121
+3,652
| +8% | +$103K | 0.03% | 420 |
|
|
2018
Q1 | $1.3M | Sell |
43,469
-20,441
| -32% | -$613K | 0.03% | 433 |
|
|
2017
Q4 | $1.89M | Buy |
63,910
+8,782
| +16% | +$259K | 0.05% | 366 |
|
|
2017
Q3 | $1.4M | Sell |
55,128
-23,221
| -30% | -$588K | 0.04% | 363 |
|
|
2017
Q2 | $1.9M | Buy |
78,349
+4,854
| +7% | +$118K | 0.05% | 349 |
|
|
2017
Q1 | $1.73M | Sell |
73,495
-16,251
| -18% | -$383K | 0.07% | 212 |
|
|
2016
Q4 | $1.98M | Buy |
89,746
+37,100
| +70% | +$820K | 0.11% | 161 |
|
|
2016
Q3 | $824K | Sell |
52,646
-2,022
| -4% | -$31.6K | 0.04% | 231 |
|
|
2016
Q2 | $725K | Buy |
+54,668
| New | +$725K | 0.04% | 244 |
|
|
2014
Q4 | – | Sell |
-10,046
| Closed | -$171K | – | 403 |
|
|
2014
Q3 | $171K | Buy |
+10,046
| New | +$171K | 0.01% | 404 |
|
|
2014
Q2 | – | Sell |
-13,221
| Closed | -$227K | – | 427 |
|
|
2014
Q1 | $227K | Buy |
13,221
+798
| +6% | +$13.7K | 0.02% | 342 |
|
|
2013
Q4 | $193K | Buy |
+12,423
| New | +$193K | 0.01% | 355 |
|