Envestnet Portfolio Solutions’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 | $21.9M | Sell |
462,181
-12,506
| -3% | -$592K | 0.08% | 123 |
|
|
2025
Q1 | $19.8M | Sell |
474,687
-52,503
| -10% | -$2.19M | 0.08% | 128 |
|
|
2024
Q4 | $23.2M | Buy |
527,190
+13,223
| +3% | +$581K | 0.08% | 125 |
|
|
2024
Q3 | $20.4M | Buy |
513,967
+3,450
| +0.7% | +$137K | 0.07% | 142 |
|
|
2024
Q2 | $20.3M | Buy |
510,517
+22,897
| +5% | +$911K | 0.07% | 133 |
|
|
2024
Q1 | $18.5M | Buy |
487,620
+79,771
| +20% | +$3.02M | 0.07% | 140 |
|
|
2023
Q4 | $13.7M | Buy |
407,849
+6,715
| +2% | +$226K | 0.06% | 172 |
|
|
2023
Q3 | $11M | Buy |
+401,134
| New | +$11M | 0.05% | 171 |
|