Edgestream 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
Q2 | $11.3M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $823K | Buy |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $1.46M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $3.69M | Sell |
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|
2021
Q3 | $9.55M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $803K | Sell |
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|
2020
Q1 | $1.05M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $515K | Sell |
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|
2018
Q2 | $817K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $206K | Sell |
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|
2017
Q2 | $211K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $174K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $412K | Buy |
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