CVA Family Office’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 | $412K | Sell |
8,707
-225
| -3% | -$10.6K | 0.06% | 190 |
|
|
2025
Q1 | $373K | Buy |
8,932
+1,557
| +21% | +$65K | 0.06% | 194 |
|
|
2024
Q4 | $324K | Buy |
7,375
+1,237
| +20% | +$54.4K | 0.05% | 211 |
|
|
2024
Q3 | $244K | Buy |
6,138
+977
| +19% | +$38.8K | 0.04% | 227 |
|
|
2024
Q2 | $205K | Sell |
5,161
-372
| -7% | -$14.8K | 0.04% | 238 |
|
|
2024
Q1 | $210K | Buy |
5,533
+22
| +0.4% | +$834 | 0.04% | 237 |
|
|
2023
Q4 | $186K | Sell |
5,511
-8,677
| -61% | -$292K | 0.04% | 242 |
|
|
2023
Q3 | $388K | Buy |
14,188
+3,368
| +31% | +$92.2K | 0.09% | 139 |
|
|
2023
Q2 | $310K | Buy |
10,820
+4,502
| +71% | +$129K | 0.07% | 168 |
|
|
2023
Q1 | $181K | Sell |
6,318
-9,431
| -60% | -$270K | 0.04% | 233 |
|
|
2022
Q4 | $522K | Sell |
15,749
-620
| -4% | -$20.5K | 0.13% | 110 |
|
|
2022
Q3 | $494K | Sell |
16,369
-200
| -1% | -$6.04K | 0.13% | 106 |
|
|
2022
Q2 | $516K | Buy |
16,569
+2,325
| +16% | +$72.4K | 0.14% | 98 |
|
|
2022
Q1 | $587K | Buy |
14,244
+370
| +3% | +$15.2K | 0.14% | 95 |
|
|
2021
Q4 | $617K | Buy |
13,874
+7,845
| +130% | +$349K | 0.15% | 91 |
|
|
2021
Q3 | $145K | Sell |
6,029
-7,845
| -57% | -$189K | 0.1% | 100 |
|
|
2021
Q2 | $572K | Buy |
13,874
+3,610
| +35% | +$149K | 0.16% | 86 |
|
|
2021
Q1 | $397K | Buy |
10,264
+5,825
| +131% | +$225K | 0.15% | 86 |
|
|
2020
Q4 | $135K | Sell |
4,439
-1,590
| -26% | -$48.4K | 0.08% | 109 |
|
|
2020
Q3 | $145K | Sell |
6,029
-100
| -2% | -$2.41K | 0.1% | 100 |
|
|
2020
Q2 | $146K | Buy |
6,129
+364
| +6% | +$8.67K | 0.12% | 94 |
|
|
2020
Q1 | $122K | Sell |
5,765
-465
| -7% | -$9.84K | 0.12% | 94 |
|
|
2019
Q4 | $219K | Buy |
+6,230
| New | +$219K | 0.2% | 74 |
|