Drake & Associates’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 | – | Sell |
-13,518
| Closed | -$564K | – | 94 |
|
|
2025
Q1 | $564K | Buy |
13,518
+2,330
| +21% | +$97.2K | 0.16% | 54 |
|
|
2024
Q4 | $530K | Sell |
11,188
-960
| -8% | -$45.5K | 0.15% | 57 |
|
|
2024
Q3 | $482K | Buy |
12,148
+1,053
| +9% | +$41.8K | 0.16% | 53 |
|
|
2024
Q2 | $441K | Sell |
11,095
-381
| -3% | -$15.2K | 0.16% | 49 |
|
|
2024
Q1 | $435K | Sell |
11,476
-544
| -5% | -$20.6K | 0.16% | 49 |
|
|
2023
Q4 | $405K | Buy |
12,020
+746
| +7% | +$25.1K | 0.17% | 50 |
|
|
2023
Q3 | $309K | Buy |
+11,274
| New | +$309K | 0.14% | 55 |
|