Delta Investment 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
Q3 | $550K | Buy |
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|
2025
Q2 | $500K | Buy |
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|
2025
Q1 | $440K | Sell |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $841K | Buy |
|