Edgemoor 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 | $583K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $7.77M | Sell |
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|
2022
Q4 | $9.25M | Sell |
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|
2022
Q3 | $8.71M | Sell |
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|
2022
Q2 | $8.98M | Sell |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $12.9M | Sell |
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|
2021
Q3 | $12.4M | Sell |
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|
2021
Q2 | $14.9M | Buy |
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|
2021
Q1 | $13.9M | Buy |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $7.68M | Sell |
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|
2020
Q2 | $7.76M | Buy |
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|
2020
Q1 | $6.75M | Buy |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $8.52M | Buy |
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|
2019
Q2 | $7.39M | Buy |
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|
2019
Q1 | $4.57M | Buy |
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|
2018
Q4 | $1.89M | Buy |
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|
2018
Q3 | $328K | Hold |
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|
2018
Q2 | $313K | Hold |
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|
2018
Q1 | $333K | Hold |
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|
2017
Q4 | $347K | Buy |
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|
2017
Q3 | $209K | Buy |
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