Essex Financial Services’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 | $6.04M | Buy |
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|
2025
Q1 | $4.91M | Sell |
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|
2024
Q4 | $5.76M | Buy |
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|
2024
Q3 | $5.18M | Sell |
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|
2024
Q2 | $5.09M | Buy |
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|
2024
Q1 | $4.26M | Buy |
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|
2023
Q4 | $3.52M | Sell |
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|
2023
Q3 | $2.91M | Sell |
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|
2023
Q2 | $3.27M | Sell |
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|
2023
Q1 | $3.38M | Buy |
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $3.54M | Buy |
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|
2022
Q2 | $3.63M | Sell |
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|
2022
Q1 | $5.06M | Sell |
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|
2021
Q4 | $5.49M | Sell |
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|
2021
Q3 | $5.32M | Buy |
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|
2021
Q2 | $4.57M | Hold |
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|
2021
Q1 | $4.57M | Sell |
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|
2020
Q4 | $3.66M | Buy |
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|
2020
Q3 | $2.83M | Sell |
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|
2020
Q2 | $2.85M | Buy |
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|
2020
Q1 | $2.52M | Sell |
|
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|
2019
Q4 | $5.06M | Buy |
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|
2019
Q3 | $4.16M | Sell |
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|
2019
Q2 | $4.38M | Sell |
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|
2019
Q1 | $4.3M | Sell |
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|
2018
Q4 | $4.1M | Sell |
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|
2018
Q3 | $5.98M | Sell |
|
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|
2018
Q2 | $5.89M | Buy |
|
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|
2018
Q1 | $6.19M | Sell |
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|
2017
Q4 | $6.39M | Buy |
|
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|
2017
Q3 | $5.42M | Buy |
|
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|
2017
Q2 | $5.13M | Buy |
|
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|
2017
Q1 | $4.39M | Sell |
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|
2016
Q4 | $4.56M | Buy |
|
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|
2016
Q3 | $3.11M | Sell |
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|
2016
Q2 | $2.7M | Sell |
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|
2016
Q1 | $2.94M | Sell |
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|
2015
Q4 | $3.73M | Buy |
|
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|
2015
Q3 | $3.11M | Buy |
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|
2015
Q2 | $3.2M | Sell |
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|
2015
Q1 | $2.99M | Buy |
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|
2014
Q4 | $3.45M | Buy |
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|
2014
Q3 | $2.95M | Buy |
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|
2014
Q2 | $2.66M | Buy |
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|
2014
Q1 | $2.75M | Buy |
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|
2013
Q4 | $2.31M | Buy |
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|
2013
Q3 | $2.04K | Sell |
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|
2013
Q2 | $1.99M | Buy |
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