Farther Finance Advisors’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 | $6.22M | Buy |
131,386
+17,249
| +15% | +$816K | 0.12% | 155 |
|
|
2025
Q1 | $4.74M | Buy |
114,137
+43,126
| +61% | +$1.79M | 0.12% | 158 |
|
|
2024
Q4 | $3.12M | Sell |
71,011
-130,854
| -65% | -$5.75M | 0.11% | 152 |
|
|
2024
Q3 | $8.01M | Buy |
201,865
+141,345
| +234% | +$5.61M | 0.3% | 67 |
|
|
2024
Q2 | $2.42M | Buy |
60,520
+26,214
| +76% | +$1.05M | 0.12% | 137 |
|
|
2024
Q1 | $1.29M | Buy |
34,306
+7,045
| +26% | +$264K | 0.08% | 211 |
|
|
2023
Q4 | $918K | Buy |
27,261
+12,422
| +84% | +$418K | 0.07% | 248 |
|
|
2023
Q3 | $406K | Buy |
14,839
+3,855
| +35% | +$106K | 0.06% | 234 |
|
|
2023
Q2 | $315K | Sell |
10,984
-5,356
| -33% | -$154K | 0.07% | 236 |
|
|
2023
Q1 | $467K | Buy |
16,340
+5,937
| +57% | +$170K | 0.14% | 140 |
|
|
2022
Q4 | $345K | Buy |
+10,403
| New | +$345K | 0.13% | 155 |
|