Dumont & Blake Investment Advisors’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 | $270K | Buy |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $214K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $485K | Sell |
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|
2021
Q1 | $466K | Sell |
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|
2020
Q4 | $375K | Buy |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $279K | Sell |
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|
2019
Q4 | $546K | Buy |
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|
2019
Q3 | $452K | Buy |
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|
2019
Q2 | $449K | Sell |
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|
2019
Q1 | $455K | Sell |
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|
2018
Q4 | $410K | Buy |
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|
2018
Q3 | $490K | Hold |
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|
2018
Q2 | $469K | Buy |
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|
2018
Q1 | $499K | Hold |
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|
2017
Q4 | $491K | Sell |
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|
2017
Q3 | $427K | Sell |
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|
2017
Q2 | $433K | Sell |
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|
2017
Q1 | $444K | Buy |
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|
2016
Q4 | $416K | Hold |
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|
2016
Q3 | $295K | Sell |
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|
2016
Q2 | $277K | Sell |
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|
2016
Q1 | $284K | Sell |
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|
2015
Q4 | $923K | Sell |
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|
2015
Q3 | $861K | Buy |
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|
2015
Q2 | $934K | Sell |
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|
2015
Q1 | $853K | Buy |
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|
2014
Q4 | $989K | Sell |
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|
2014
Q3 | $950K | Buy |
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|
2014
Q2 | $856K | Sell |
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|
2014
Q1 | $998K | Sell |
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|
2013
Q4 | $929K | Sell |
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|
2013
Q3 | $894K | Sell |
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|
2013
Q2 | $867K | Buy |
|