Dakota Wealth Management’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 | $11.4M | Sell |  | |||||
| 2025 Q1 | $10.4M | Sell |  | |||||
| 2024 Q4 | $11.1M | Sell |  | |||||
| 2024 Q3 | $21.1M | Buy |  | |||||
| 2024 Q2 | $7.54M | Sell |  | |||||
| 2024 Q1 | $7.21M | Buy |  | |||||
| 2023 Q4 | $6.33M | Sell |  | |||||
| 2023 Q3 | $5.33M | Sell |  | |||||
| 2023 Q2 | $5.92M | Buy |  | |||||
| 2023 Q1 | $3.23M | Sell |  | |||||
| 2022 Q4 | $3.75M | Buy |  | |||||
| 2022 Q3 | $3.19M | Buy |  | |||||
| 2022 Q2 | $1.79M | Buy |  | |||||
| 2022 Q1 | $2.1M | Buy |  | |||||
| 2021 Q4 | $1.42M | Buy |  | |||||
| 2021 Q3 | $1.34M | Buy |  | |||||
| 2021 Q2 | $1.16M | Buy |  | |||||
| 2020 Q1 | – | Sell |  | |||||
| 2019 Q4 | $457K | Buy |  | |||||
| 2019 Q3 | $379K | Sell |  | |||||
| 2019 Q2 | $586K | Sell |  | |||||
| 2019 Q1 | $776K | Sell |  | |||||
| 2018 Q4 | $1.04M | Sell |  | |||||
| 2018 Q3 | $1.14M | Buy |  | |||||
| 2018 Q2 | $1.05M | Buy |  | |||||
| 2018 Q1 | $210K | Buy |  |