D.L. Carlson Investment Group’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
Q2 | $474K | Sell |
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|
2025
Q1 | $421K | Hold |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $530K | Buy |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.66M | Sell |
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|
2023
Q1 | $3.7M | Sell |
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|
2022
Q4 | $4.8M | Sell |
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|
2022
Q3 | $4.93M | Sell |
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|
2022
Q2 | $5.15M | Sell |
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|
2022
Q1 | $6.84M | Sell |
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|
2021
Q4 | $8.28M | Buy |
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|
2021
Q3 | $7.89M | Buy |
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|
2021
Q2 | $7.58M | Buy |
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|
2021
Q1 | $7.09M | Buy |
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|
2020
Q4 | $3.87M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $3M | Buy |
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|
2013
Q4 | $2.63M | Sell |
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|
2013
Q3 | $2.37M | Sell |
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|
2013
Q2 | $2.34M | Buy |
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