Delos Wealth 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 | $1.56K | Buy |
+33
| New | +$1.56K | ﹤0.01% | 229 |
|
|
2025
Q1 | – | Sell |
-22
| Closed | -$958 | – | 68 |
|
|
2024
Q4 | $958 | Hold |
22
| – | – | ﹤0.01% | 177 |
|
|
2024
Q3 | $860 | Sell |
22
-629
| -97% | -$24.6K | ﹤0.01% | 159 |
|
|
2024
Q2 | $25.9K | Sell |
651
-32
| -5% | -$1.27K | 0.03% | 93 |
|
|
2024
Q1 | $25.9K | Buy |
683
+547
| +402% | +$20.7K | 0.03% | 82 |
|
|
2023
Q4 | $4.57K | Sell |
136
-750
| -85% | -$25.2K | 0.01% | 112 |
|
|
2023
Q3 | $25.4K | Hold |
886
| – | – | 0.03% | 93 |
|
|
2023
Q2 | $25.4K | Hold |
886
| – | – | 0.03% | 90 |
|
|
2023
Q1 | $25.3K | Sell |
886
-424
| -32% | -$12.1K | 0.03% | 84 |
|
|
2022
Q4 | $43.4K | Hold |
1,310
| – | – | 0.07% | 63 |
|
|
2022
Q3 | $40K | Buy |
1,310
+82
| +7% | +$2.5K | 0.05% | 61 |
|
|
2022
Q2 | $38K | Buy |
1,228
+1
| +0.1% | +$31 | 0.04% | 64 |
|
|
2022
Q1 | $51K | Hold |
1,227
| – | – | 0.05% | 74 |
|
|
2021
Q4 | $55K | Buy |
1,227
+751
| +158% | +$33.7K | 0.05% | 73 |
|
|
2021
Q3 | $20K | Hold |
476
| – | – | 0.02% | 66 |
|
|
2021
Q2 | $20K | Buy |
+476
| New | +$20K | 0.03% | 69 |
|