DT Investment Partners’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 | $511K | Hold |
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|
2025
Q2 | $469K | Sell |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $436K | Sell |
|
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|
2024
Q3 | $586K | Buy |
|
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|
2024
Q2 | $542K | Buy |
|
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|
2024
Q1 | $376K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $714K | Hold |
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|
2022
Q1 | $945K | Buy |
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|
2021
Q4 | $545K | Sell |
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|
2021
Q3 | $882K | Buy |
|