DAS
Dynamic Advisor Solutions’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
106,811
+1,376
| +1% | +$65.1K | 0.16% | 159 |
|
|
2025
Q1 | $4.4M | Buy |
105,435
+259
| +0.2% | +$10.8K | 0.15% | 170 |
|
|
2024
Q4 | $4.62M | Sell |
105,176
-9,195
| -8% | -$404K | 0.2% | 122 |
|
|
2024
Q3 | $4.54M | Sell |
114,371
-4,762
| -4% | -$189K | 0.14% | 179 |
|
|
2024
Q2 | $4.74M | Buy |
119,133
+6,626
| +6% | +$264K | 0.15% | 171 |
|
|
2024
Q1 | $4.27M | Buy |
112,507
+261
| +0.2% | +$9.9K | 0.14% | 187 |
|
|
2023
Q4 | $3.86M | Sell |
112,246
-36,912
| -25% | -$1.27M | 0.14% | 192 |
|
|
2023
Q3 | $4.08M | Buy |
149,158
+17,721
| +13% | +$485K | 0.19% | 151 |
|
|
2023
Q2 | $3.77M | Sell |
131,437
-924
| -0.7% | -$26.5K | 0.2% | 144 |
|
|
2023
Q1 | $3.79M | Sell |
132,361
-13,877
| -9% | -$397K | 0.22% | 124 |
|
|
2022
Q4 | $4.84M | Buy |
146,238
+9,048
| +7% | +$300K | 0.33% | 78 |
|
|
2022
Q3 | $4.14M | Buy |
137,190
+1,919
| +1% | +$58K | 0.32% | 74 |
|
|
2022
Q2 | $4.21M | Buy |
135,271
+7,367
| +6% | +$229K | 0.32% | 71 |
|
|
2022
Q1 | $5.27M | Buy |
127,904
+13,966
| +12% | +$576K | 0.37% | 61 |
|
|
2021
Q4 | $5.07M | Sell |
113,938
-2,246
| -2% | -$99.9K | 0.36% | 62 |
|
|
2021
Q3 | $4.93M | Buy |
116,184
+2,890
| +3% | +$123K | 0.37% | 61 |
|
|
2021
Q2 | $4.67M | Sell |
113,294
-265
| -0.2% | -$10.9K | 0.37% | 64 |
|
|
2021
Q1 | $4.39M | Sell |
113,559
-4,291
| -4% | -$166K | 0.41% | 57 |
|
|
2020
Q4 | $3.57M | Buy |
117,850
+23,676
| +25% | +$718K | 0.33% | 83 |
|
|
2020
Q3 | $2.27M | Sell |
94,174
-550
| -0.6% | -$13.3K | 0.26% | 103 |
|
|
2020
Q2 | $2.25M | Buy |
94,724
+25,281
| +36% | +$601K | 0.3% | 96 |
|
|
2020
Q1 | $1.47M | Sell |
69,443
-2,801
| -4% | -$59.5K | 0.27% | 104 |
|
|
2019
Q4 | $2.54M | Sell |
72,244
-11,809
| -14% | -$416K | 0.35% | 71 |
|
|
2019
Q3 | $2.45M | Buy |
84,053
+1,478
| +2% | +$43.1K | 0.38% | 69 |
|
|
2019
Q2 | $2.4M | Buy |
82,575
+48,618
| +143% | +$1.41M | 0.38% | 72 |
|
|
2019
Q1 | $937K | Buy |
33,957
+13,762
| +68% | +$380K | 0.18% | 138 |
|
|
2018
Q4 | $597K | Buy |
20,195
+1,599
| +9% | +$47.3K | 0.13% | 179 |
|
|
2018
Q3 | $548K | Buy |
18,596
+1,140
| +7% | +$33.6K | 0.11% | 203 |
|
|
2018
Q2 | $493K | Buy |
17,456
+4,764
| +38% | +$135K | 0.11% | 216 |
|
|
2018
Q1 | $381K | Buy |
+12,692
| New | +$381K | 0.1% | 218 |
|