DCM Advisors’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 | $9.75M | Buy |
206,109
+19,425
| +10% | +$919K | 4.18% | 11 |
|
|
2025
Q1 | $7.73M | Sell |
186,684
-13,972
| -7% | -$579K | 4.12% | 10 |
|
|
2024
Q4 | $8.8M | Buy |
200,656
+13,945
| +7% | +$612K | 4.13% | 10 |
|
|
2024
Q3 | $7.41M | Sell |
186,711
-1,275
| -0.7% | -$50.6K | 3.73% | 11 |
|
|
2024
Q2 | $7.48M | Sell |
187,986
-29,768
| -14% | -$1.18M | 3.95% | 7 |
|
|
2024
Q1 | $8.26M | Sell |
217,754
-22,554
| -9% | -$855K | 3.4% | 8 |
|
|
2023
Q4 | $8.09M | Buy |
240,308
+7,860
| +3% | +$265K | 2.9% | 9 |
|
|
2023
Q3 | $6.36M | Sell |
232,448
-2,590
| -1% | -$70.9K | 2.88% | 12 |
|
|
2023
Q2 | $6.74M | Sell |
235,038
-132
| -0.1% | -$3.79K | 2.89% | 11 |
|
|
2023
Q1 | $6.73M | Sell |
235,170
-964
| -0.4% | -$27.6K | 3.13% | 9 |
|
|
2022
Q4 | $7.82M | Buy |
236,134
+108,160
| +85% | +$3.58M | 3.79% | 4 |
|
|
2022
Q3 | $3.86M | Buy |
127,974
+274
| +0.2% | +$8.28K | 1.94% | 6 |
|
|
2022
Q2 | $3.98M | Sell |
127,700
-37,353
| -23% | -$1.16M | 1.72% | 7 |
|
|
2022
Q1 | $6.8M | Sell |
165,053
-8,159
| -5% | -$336K | 2.41% | 4 |
|
|
2021
Q4 | $7.71M | Buy |
173,212
+45,756
| +36% | +$2.04M | 2.27% | 5 |
|
|
2021
Q3 | $5.41M | Buy |
127,456
+92,425
| +264% | +$3.92M | 2.08% | 7 |
|
|
2021
Q2 | $1.44M | Buy |
35,031
+1,931
| +6% | +$79.6K | 0.82% | 30 |
|
|
2021
Q1 | $1.28M | Buy |
33,100
+19,500
| +143% | +$755K | 0.75% | 37 |
|
|
2020
Q4 | $412K | Buy |
+13,600
| New | +$412K | 0.24% | 113 |
|