Family Management’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 | $474K | Buy |
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|
2025
Q2 | $299K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.05M | Buy |
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|
2024
Q2 | $3.91M | Buy |
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|
2024
Q1 | $3.53M | Buy |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $399K | Hold |
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|
2021
Q3 | $380K | Sell |
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|
2021
Q2 | $390K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $7.6M | Buy |
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|
2015
Q3 | $6.08M | Buy |
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|
2015
Q2 | $6.44M | Buy |
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|
2015
Q1 | $5.09M | Buy |
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|
2014
Q4 | $5.69M | Sell |
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|
2014
Q3 | $5.45M | Buy |
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|
2014
Q2 | $4.37M | Buy |
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|
2014
Q1 | $4.48M | Buy |
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|
2013
Q4 | $232K | Buy |
|