Disciplined Investments’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 | $217K | Buy |
+4,592
| New | +$217K | 0.09% | 117 |
|
|
2023
Q3 | – | Sell |
-319
| Closed | -$9.15K | – | 241 |
|
|
2023
Q2 | $9.15K | Buy |
319
+54
| +20% | +$1.55K | ﹤0.01% | 333 |
|
|
2023
Q1 | $7.58K | Hold |
265
| – | – | ﹤0.01% | 376 |
|
|
2022
Q4 | $8.78K | Sell |
265
-153
| -37% | -$5.07K | ﹤0.01% | 332 |
|
|
2022
Q3 | $13K | Buy |
418
+225
| +117% | +$7K | 0.01% | 344 |
|
|
2022
Q2 | $6K | Sell |
193
-150
| -44% | -$4.66K | ﹤0.01% | 414 |
|
|
2022
Q1 | $14K | Buy |
+343
| New | +$14K | 0.01% | 359 |
|
|
2020
Q2 | – | Sell |
-788
| Closed | -$17K | – | 403 |
|
|
2020
Q1 | $17K | Buy |
788
+719
| +1,042% | +$15.5K | 0.02% | 228 |
|
|
2019
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 375 |
|