Evoke Wealth’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 | $3.35M | Buy |
70,727
+3,154
| +5% | +$149K | 0.08% | 100 |
|
|
2025
Q1 | $2.82M | Buy |
67,573
+22,213
| +49% | +$927K | 0.07% | 107 |
|
|
2024
Q4 | $1.99M | Buy |
45,360
+10,711
| +31% | +$471K | 0.06% | 128 |
|
|
2024
Q3 | $1.37M | Buy |
+34,649
| New | +$1.37M | 0.04% | 157 |
|
|
2024
Q2 | – | Sell |
-29,241
| Closed | -$1.11M | – | 132 |
|
|
2024
Q1 | $1.11M | Buy |
+29,241
| New | +$1.11M | 0.03% | 170 |
|
|
2023
Q4 | – | Sell |
-28,525
| Closed | -$781K | – | 117 |
|
|
2023
Q3 | $781K | Sell |
28,525
-944
| -3% | -$25.8K | 0.03% | 195 |
|
|
2023
Q2 | $845K | Buy |
29,469
+1,130
| +4% | +$32.4K | 0.03% | 174 |
|
|
2023
Q1 | $810K | Buy |
28,339
+866
| +3% | +$24.8K | 0.03% | 173 |
|
|
2022
Q4 | $910K | Buy |
27,473
+622
| +2% | +$20.6K | 0.03% | 171 |
|
|
2022
Q3 | $811K | Sell |
26,851
-350
| -1% | -$10.6K | 0.03% | 170 |
|
|
2022
Q2 | $847K | Buy |
27,201
+1,276
| +5% | +$39.7K | 0.03% | 170 |
|
|
2022
Q1 | $1.07M | Buy |
25,925
+478
| +2% | +$19.7K | 0.04% | 168 |
|
|
2021
Q4 | $1.13M | Buy |
25,447
+34
| +0.1% | +$1.51K | 0.04% | 170 |
|
|
2021
Q3 | $1.08M | Sell |
25,413
-272
| -1% | -$11.5K | 0.04% | 161 |
|
|
2021
Q2 | $1.06M | Sell |
25,685
-955
| -4% | -$39.4K | 0.04% | 167 |
|
|
2021
Q1 | $1.03M | Buy |
26,640
+3,642
| +16% | +$141K | 0.05% | 150 |
|
|
2020
Q4 | $697K | Sell |
22,998
-35,565
| -61% | -$1.08M | 0.05% | 124 |
|
|
2020
Q3 | $1.41M | Sell |
58,563
-11,005
| -16% | -$265K | 0.11% | 57 |
|
|
2020
Q2 | $1.65M | Sell |
69,568
-316
| -0.5% | -$7.5K | 0.16% | 41 |
|
|
2020
Q1 | $1.48M | Sell |
69,884
-4,660
| -6% | -$98.9K | 0.21% | 37 |
|
|
2019
Q4 | $2.63M | Buy |
74,544
+1,352
| +2% | +$47.6K | 0.33% | 32 |
|
|
2019
Q3 | $2.14M | Buy |
+73,192
| New | +$2.14M | 0.26% | 52 |
|