CX Institutional’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 | $1.62M | Buy |
34,150
+2,439
| +8% | +$115K | 0.06% | 211 |
|
|
2025
Q1 | $1.32M | Sell |
31,711
-1,457
| -4% | -$60.8K | 0.05% | 241 |
|
|
2024
Q4 | $1.46M | Sell |
33,168
-95
| -0.3% | -$4.18K | 0.06% | 209 |
|
|
2024
Q3 | $1.32M | Buy |
33,263
+1,667
| +5% | +$66.1K | 0.06% | 245 |
|
|
2024
Q2 | $1.26M | Buy |
31,596
+925
| +3% | +$36.8K | 0.06% | 243 |
|
|
2024
Q1 | $1.16M | Buy |
30,671
+11,746
| +62% | +$445K | 0.06% | 260 |
|
|
2023
Q4 | $637K | Sell |
18,925
-18,101
| -49% | -$609K | 0.03% | 307 |
|
|
2023
Q3 | $1.01M | Buy |
37,026
+3,892
| +12% | +$107K | 0.06% | 249 |
|
|
2023
Q2 | $951K | Buy |
33,134
+19,290
| +139% | +$553K | 0.05% | 283 |
|
|
2023
Q1 | $396K | Sell |
13,844
-3,825
| -22% | -$109K | 0.02% | 370 |
|
|
2022
Q4 | $585K | Buy |
17,669
+6,614
| +60% | +$219K | 0.04% | 349 |
|
|
2022
Q3 | $334K | Sell |
11,055
-554
| -5% | -$16.7K | 0.02% | 380 |
|
|
2022
Q2 | $361K | Sell |
11,609
-621
| -5% | -$19.3K | 0.03% | 367 |
|
|
2022
Q1 | $504K | Sell |
12,230
-95
| -0.8% | -$3.92K | 0.04% | 270 |
|
|
2021
Q4 | $548K | Buy |
12,325
+744
| +6% | +$33.1K | 0.04% | 242 |
|
|
2021
Q3 | $492K | Sell |
11,581
-579
| -5% | -$24.6K | 0.04% | 264 |
|
|
2021
Q2 | $501K | Sell |
12,160
-250
| -2% | -$10.3K | 0.04% | 248 |
|
|
2021
Q1 | $480K | Sell |
12,410
-90,263
| -88% | -$3.49M | 0.04% | 231 |
|
|
2020
Q4 | $3.11M | Sell |
102,673
-13,714
| -12% | -$416K | 0.3% | 89 |
|
|
2020
Q3 | $2.8M | Buy |
116,387
+111,767
| +2,419% | +$2.69M | 0.3% | 92 |
|
|
2020
Q2 | $110K | Buy |
4,620
+1,098
| +31% | +$26.1K | 0.01% | 278 |
|
|
2020
Q1 | $75K | Sell |
3,522
-274
| -7% | -$5.84K | 0.01% | 292 |
|
|
2019
Q4 | $134K | Buy |
3,796
+946
| +33% | +$33.4K | 0.02% | 212 |
|
|
2019
Q3 | $83K | Buy |
2,850
+459
| +19% | +$13.4K | 0.01% | 264 |
|
|
2019
Q2 | $69K | Buy |
2,391
+1,377
| +136% | +$39.7K | 0.01% | 302 |
|
|
2019
Q1 | $28K | Buy |
1,014
+173
| +21% | +$4.78K | ﹤0.01% | 371 |
|
|
2018
Q4 | $21K | Sell |
841
-44,269
| -98% | -$1.11M | ﹤0.01% | 314 |
|
|
2018
Q3 | $1.33M | Buy |
45,110
+2,294
| +5% | +$67.6K | 0.44% | 72 |
|
|
2018
Q2 | $1.21M | Buy |
+42,816
| New | +$1.21M | 0.45% | 68 |
|