EdgeRock Capital’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 | $338K | Buy |
7,123
+658
| +10% | +$31.2K | 0.11% | 75 |
|
|
2025
Q1 | $270K | Buy |
6,465
+296
| +5% | +$12.4K | 0.19% | 57 |
|
|
2024
Q4 | $271K | Buy |
6,169
+437
| +8% | +$19.2K | 0.18% | 60 |
|
|
2024
Q3 | $227K | Buy |
+5,732
| New | +$227K | 0.16% | 66 |
|
|
2024
Q1 | – | Sell |
-2,547
| Closed | -$85.2K | – | 101 |
|
|
2023
Q4 | $85.2K | Buy |
+2,547
| New | +$85.2K | 0.06% | 80 |
|
|
2023
Q1 | – | Sell |
-9,847
| Closed | -$326K | – | 66 |
|
|
2022
Q4 | $326K | Sell |
9,847
-203
| -2% | -$6.72K | 0.18% | 43 |
|
|
2022
Q3 | $304K | Buy |
10,050
+2,869
| +40% | +$86.8K | 0.17% | 39 |
|
|
2022
Q2 | $224K | Buy |
+7,181
| New | +$224K | 0.15% | 49 |
|