Cypress Wealth Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $506K | Buy |
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|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $393K | Sell |
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|
2024
Q4 | $517K | Buy |
|
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|
2024
Q3 | $442K | Buy |
|
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|
2024
Q2 | $438K | Buy |
|
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|
2024
Q1 | $390K | Sell |
|
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $326K | Sell |
|
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $576K | Sell |
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|
2021
Q2 | $654K | Sell |
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|
2021
Q1 | $671K | Sell |
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|
2020
Q4 | $527K | Buy |
|
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $601K | Sell |
|
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|
2019
Q3 | $511K | Buy |
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|
2019
Q2 | $491K | Buy |
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|
2019
Q1 | $330K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Sell |
|
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|
2018
Q2 | $238K | Buy |
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|
2018
Q1 | $243K | Buy |
|
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|
2017
Q4 | $239K | Buy |
|