DJYG
David J. Yvars Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Hold |
84,981
| – | – | 2.36% | 11 |
|
|
2025
Q1 | $3.55M | Hold |
84,981
| – | – | 2.79% | 9 |
|
|
2024
Q4 | $3.73M | Buy |
84,981
+161
| +0.2% | +$7.08K | 2.28% | 13 |
|
|
2024
Q3 | $3.37M | Sell |
84,820
-17,319
| -17% | -$687K | 2.08% | 14 |
|
|
2024
Q2 | $4.06M | Buy |
102,139
+129
| +0.1% | +$5.13K | 2.54% | 13 |
|
|
2024
Q1 | $3.87M | Sell |
102,010
-3,355
| -3% | -$127K | 2.61% | 12 |
|
|
2023
Q4 | $3.55M | Sell |
105,365
-501
| -0.5% | -$16.9K | 2.85% | 11 |
|
|
2023
Q3 | $2.9M | Buy |
105,866
+123
| +0.1% | +$3.37K | 2.42% | 13 |
|
|
2023
Q2 | $3.03M | Buy |
105,743
+107
| +0.1% | +$3.07K | 2.51% | 12 |
|
|
2023
Q1 | $3.02M | Sell |
105,636
-1,042
| -1% | -$29.8K | 2.73% | 10 |
|
|
2022
Q4 | $3.53M | Buy |
106,678
+377
| +0.4% | +$12.5K | 4.43% | 8 |
|
|
2022
Q3 | $3.21M | Buy |
106,301
+98
| +0.1% | +$2.96K | 3.57% | 11 |
|
|
2022
Q2 | $3.35M | Buy |
106,203
+25
| +0% | +$789 | 4.56% | 7 |
|
|
2022
Q1 | $4.38M | Buy |
106,178
+18
| +0% | +$742 | 3.05% | 14 |
|
|
2021
Q4 | $4.72M | Buy |
106,160
+18
| +0% | +$801 | 2.92% | 13 |
|
|
2021
Q3 | $4.57M | Buy |
106,142
+18
| +0% | +$776 | 2.67% | 14 |
|
|
2021
Q2 | $4.38M | Buy |
106,124
+302
| +0.3% | +$12.5K | 2.46% | 15 |
|
|
2021
Q1 | $4.09M | Buy |
105,822
+2,530
| +2% | +$97.9K | 2.61% | 14 |
|
|
2020
Q4 | $3.13M | Buy |
+103,292
| New | +$3.13M | 2.12% | 14 |
|