EI
Ethic Inc’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
257,311
-97,194
| -27% | -$4.58M | 0.22% | 90 |
|
|
2025
Q1 | $14.7M | Buy |
354,505
+205,624
| +138% | +$8.53M | 0.3% | 59 |
|
|
2024
Q4 | $6.54M | Buy |
148,881
+81,541
| +121% | +$3.58M | 0.13% | 165 |
|
|
2024
Q3 | $2.55M | Sell |
67,340
-21,179
| -24% | -$803K | 0.06% | 331 |
|
|
2024
Q2 | $3.52M | Buy |
88,519
+21,179
| +31% | +$842K | 0.08% | 263 |
|
|
2024
Q1 | $2.55M | Buy |
67,340
+7,490
| +13% | +$284K | 0.06% | 331 |
|
|
2023
Q4 | $2.02M | Buy |
59,850
+9,167
| +18% | +$309K | 0.06% | 351 |
|
|
2023
Q3 | $1.39M | Buy |
50,683
+2,269
| +5% | +$62.1K | 0.05% | 389 |
|
|
2023
Q2 | $1.39M | Sell |
48,414
-6,081
| -11% | -$174K | 0.05% | 379 |
|
|
2023
Q1 | $1.56M | Sell |
54,495
-7,585
| -12% | -$217K | 0.06% | 343 |
|
|
2022
Q4 | $2.06M | Sell |
62,080
-6,897
| -10% | -$228K | 0.11% | 235 |
|
|
2022
Q3 | $2.08M | Buy |
68,977
+6,299
| +10% | +$190K | 0.14% | 179 |
|
|
2022
Q2 | $1.95M | Sell |
62,678
-125
| -0.2% | -$3.89K | 0.14% | 193 |
|
|
2022
Q1 | $2.59M | Sell |
62,803
-13,633
| -18% | -$562K | 0.18% | 144 |
|
|
2021
Q4 | $3.4M | Sell |
76,436
-60,093
| -44% | -$2.67M | 0.26% | 90 |
|
|
2021
Q3 | $5.8M | Buy |
136,529
+14,090
| +12% | +$598K | 0.59% | 27 |
|
|
2021
Q2 | $5.05M | Buy |
122,439
+15,145
| +14% | +$624K | 0.61% | 26 |
|
|
2021
Q1 | $4.15M | Buy |
107,294
+2,434
| +2% | +$94.2K | 0.74% | 20 |
|
|
2020
Q4 | $3.18M | Buy |
104,860
+21,156
| +25% | +$641K | 0.84% | 18 |
|
|
2020
Q3 | $2.02M | Buy |
83,704
+24,150
| +41% | +$582K | 0.77% | 22 |
|
|
2020
Q2 | $1.41M | Buy |
59,554
+4,712
| +9% | +$112K | 0.8% | 26 |
|
|
2020
Q1 | $1.16M | Buy |
54,842
+1,636
| +3% | +$34.7K | 0.97% | 15 |
|
|
2019
Q4 | $1.87M | Buy |
+53,206
| New | +$1.87M | 1.38% | 8 |
|