Equitable Trust’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 | $14.7M | Sell |
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|
2025
Q2 | $14.3M | Sell |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $12.6M | Sell |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $9.54M | Hold |
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|
2023
Q3 | $7.76M | Buy |
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|
2023
Q2 | $8.11M | Sell |
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|
2023
Q1 | $8.11M | Sell |
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|
2022
Q4 | $9.57M | Sell |
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|
2022
Q3 | $9.12M | Sell |
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|
2022
Q2 | $9.58M | Sell |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | $4.63M | Sell |
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|
2021
Q3 | $6.2M | Sell |
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|
2021
Q2 | $6.94M | Sell |
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|
2021
Q1 | $6.99M | Sell |
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|
2020
Q4 | $5.56M | Buy |
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|
2020
Q3 | $3.48M | Sell |
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|
2020
Q2 | $3.54M | Sell |
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|
2020
Q1 | $3.24M | Buy |
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|
2019
Q4 | $5M | Sell |
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|
2019
Q3 | $4.46M | Sell |
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|
2019
Q2 | $4.45M | Buy |
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|
2019
Q1 | $4.07M | Buy |
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|
2018
Q4 | $3.58M | Buy |
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|
2018
Q3 | $4.24M | Buy |
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|
2018
Q2 | $3.36M | Buy |
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