EF
Empirical Finance’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
242,519
+1,436
| +0.6% | +$68K | 0.6% | 26 |
|
|
2025
Q1 | $10.1M | Buy |
241,083
+2,717
| +1% | +$113K | 0.61% | 28 |
|
|
2024
Q4 | $10.5M | Sell |
238,366
-3,656
| -2% | -$161K | 0.61% | 29 |
|
|
2024
Q3 | $9.6M | Buy |
242,022
+4,794
| +2% | +$190K | 0.56% | 30 |
|
|
2024
Q2 | $9.43M | Sell |
237,228
-18,234
| -7% | -$725K | 0.59% | 29 |
|
|
2024
Q1 | $9.69M | Buy |
255,462
+8,338
| +3% | +$316K | 0.59% | 30 |
|
|
2023
Q4 | $8.32M | Sell |
247,124
-207
| -0.1% | -$6.97K | 0.58% | 31 |
|
|
2023
Q3 | $6.77M | Buy |
247,331
+22,017
| +10% | +$603K | 0.5% | 38 |
|
|
2023
Q2 | $6.46M | Buy |
225,314
+22,332
| +11% | +$641K | 0.5% | 37 |
|
|
2023
Q1 | $5.81M | Buy |
202,982
+8,308
| +4% | +$238K | 0.54% | 36 |
|
|
2022
Q4 | $6.45M | Buy |
194,674
+12,890
| +7% | +$427K | 0.67% | 30 |
|
|
2022
Q3 | $5.49M | Buy |
181,784
+28,035
| +18% | +$847K | 0.65% | 29 |
|
|
2022
Q2 | $4.79M | Buy |
153,749
+7,794
| +5% | +$243K | 0.61% | 30 |
|
|
2022
Q1 | $6.02M | Buy |
145,955
+27,160
| +23% | +$1.12M | 0.67% | 25 |
|
|
2021
Q4 | $5.29M | Buy |
118,795
+19,167
| +19% | +$853K | 0.62% | 25 |
|
|
2021
Q3 | $4.23M | Buy |
99,628
+5,299
| +6% | +$225K | 0.64% | 24 |
|
|
2021
Q2 | $3.89M | Buy |
94,329
+12,022
| +15% | +$496K | 0.63% | 25 |
|
|
2021
Q1 | $2.5M | Hold |
82,307
| – | – | 0.44% | 52 |
|
|
2020
Q4 | $2.5M | Buy |
82,307
+12,757
| +18% | +$387K | 0.44% | 52 |
|
|
2020
Q3 | $1.68M | Buy |
69,550
+11,928
| +21% | +$287K | 0.36% | 72 |
|
|
2020
Q2 | $1.37M | Buy |
57,622
+6,595
| +13% | +$157K | 0.35% | 79 |
|
|
2020
Q1 | $1.08M | Buy |
51,027
+16,636
| +48% | +$353K | 0.34% | 80 |
|
|
2019
Q4 | $1.21M | Buy |
34,391
+11,513
| +50% | +$405K | 0.29% | 74 |
|
|
2019
Q3 | $667K | Buy |
22,878
+365
| +2% | +$10.6K | 0.19% | 103 |
|
|
2019
Q2 | $653K | Buy |
22,513
+273
| +1% | +$7.92K | 0.18% | 99 |
|
|
2019
Q1 | $614K | Buy |
22,240
+5,032
| +29% | +$139K | 0.16% | 108 |
|
|
2018
Q4 | $424K | Sell |
17,208
-1,735
| -9% | -$42.8K | 0.13% | 108 |
|
|
2018
Q3 | $558K | Buy |
18,943
+2,100
| +12% | +$61.9K | 0.14% | 97 |
|
|
2018
Q2 | $475K | Sell |
16,843
-5,397
| -24% | -$152K | 0.12% | 88 |
|
|
2018
Q1 | $614K | Buy |
+22,240
| New | +$614K | 0.16% | 108 |
|
|
2017
Q4 | – | Sell |
-10,525
| Closed | -$267K | – | 105 |
|
|
2017
Q3 | $267K | Hold |
10,525
| – | – | 0.09% | 114 |
|
|
2017
Q2 | $256K | Buy |
+10,525
| New | +$256K | 0.1% | 107 |
|
|
2017
Q1 | – | Sell |
-4,636
| Closed | -$103K | – | 134 |
|
|
2016
Q4 | $103K | Buy |
+4,636
| New | +$103K | 0.07% | 78 |
|