Everhart Financial Group’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 | $1.62M | Sell |
34,337
-4,380
| -11% | -$207K | 0.19% | 75 |
|
|
2025
Q1 | $1.62M | Buy |
38,717
+1,726
| +5% | +$72K | 0.22% | 60 |
|
|
2024
Q4 | $1.63M | Buy |
36,991
+2,300
| +7% | +$101K | 0.33% | 53 |
|
|
2024
Q3 | $1.37M | Buy |
34,691
+4,841
| +16% | +$192K | 0.3% | 60 |
|
|
2024
Q2 | $1.18M | Buy |
29,850
+4,988
| +20% | +$198K | 0.31% | 58 |
|
|
2024
Q1 | $943K | Buy |
24,862
+5,067
| +26% | +$192K | 0.27% | 74 |
|
|
2023
Q4 | $667K | Sell |
19,795
-2,983
| -13% | -$100K | 0.24% | 87 |
|
|
2023
Q3 | $624K | Buy |
22,778
+738
| +3% | +$20.2K | 0.26% | 80 |
|
|
2023
Q2 | $624K | Sell |
22,040
-850
| -4% | -$24.1K | 0.26% | 80 |
|
|
2023
Q1 | $655K | Sell |
22,890
-2,291
| -9% | -$65.5K | 0.29% | 68 |
|
|
2022
Q4 | $834K | Sell |
25,181
-3,613
| -13% | -$120K | 0.42% | 50 |
|
|
2022
Q3 | $870K | Buy |
28,794
+5,577
| +24% | +$169K | 0.48% | 39 |
|
|
2022
Q2 | $723K | Buy |
23,217
+578
| +3% | +$18K | 0.44% | 43 |
|
|
2022
Q1 | $933K | Buy |
22,639
+4,109
| +22% | +$169K | 0.54% | 39 |
|
|
2021
Q4 | $825K | Buy |
18,530
+1,692
| +10% | +$75.3K | 0.5% | 41 |
|
|
2021
Q3 | $715K | Buy |
16,838
+371
| +2% | +$15.8K | 0.49% | 43 |
|
|
2021
Q2 | $679K | Buy |
16,467
+1,924
| +13% | +$79.3K | 0.47% | 43 |
|
|
2021
Q1 | $563K | Buy |
14,543
+313
| +2% | +$12.1K | 0.49% | 41 |
|
|
2020
Q4 | $431K | Buy |
+14,230
| New | +$431K | 0.4% | 46 |
|