FDx 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 | $488K | Buy |
10,310
+207
| +2% | +$9.8K | 0.15% | 94 |
|
|
2025
Q1 | $422K | Buy |
10,103
+206
| +2% | +$8.61K | 0.14% | 99 |
|
|
2024
Q4 | $435K | Sell |
9,897
-579
| -6% | -$25.4K | 0.13% | 104 |
|
|
2024
Q3 | $416K | Buy |
+10,476
| New | +$416K | 0.11% | 119 |
|
|
2024
Q1 | – | Sell |
-28,369
| Closed | -$955K | – | 369 |
|
|
2023
Q4 | $955K | Buy |
28,369
+5,584
| +25% | +$188K | 0.07% | 272 |
|
|
2023
Q3 | $624K | Sell |
22,785
-30,283
| -57% | -$829K | 0.05% | 303 |
|
|
2023
Q2 | $1.52M | Sell |
53,068
-105,647
| -67% | -$3.03M | 0.08% | 229 |
|
|
2023
Q1 | $5.26M | Hold |
158,715
| – | – | 0.23% | 105 |
|
|
2022
Q4 | $5.26M | Buy |
158,715
+5,356
| +3% | +$177K | 0.23% | 105 |
|
|
2022
Q3 | $4.63M | Sell |
153,359
-24,165
| -14% | -$730K | 0.21% | 110 |
|
|
2022
Q2 | $5.53M | Buy |
177,524
+158,837
| +850% | +$4.94M | 0.21% | 104 |
|
|
2022
Q1 | $770K | Sell |
18,687
-126,892
| -87% | -$5.23M | 0.03% | 389 |
|
|
2021
Q4 | $6.48M | Buy |
145,579
+14,062
| +11% | +$626K | 0.18% | 108 |
|
|
2021
Q3 | $5.58M | Buy |
131,517
+9,505
| +8% | +$403K | 0.18% | 102 |
|
|
2021
Q2 | $5.03M | Sell |
122,012
-15,210
| -11% | -$627K | 0.17% | 113 |
|
|
2021
Q1 | $5.31M | Buy |
137,222
+13,267
| +11% | +$513K | 0.2% | 101 |
|
|
2020
Q4 | $3.76M | Buy |
123,955
+12,247
| +11% | +$371K | 0.15% | 115 |
|
|
2020
Q3 | $2.69M | Sell |
111,708
-8,805
| -7% | -$212K | 0.13% | 130 |
|
|
2020
Q2 | $2.86M | Buy |
120,513
+2,729
| +2% | +$64.8K | 0.15% | 120 |
|
|
2020
Q1 | $2.5M | Buy |
117,784
+1,861
| +2% | +$39.5K | 0.16% | 119 |
|
|
2019
Q4 | $4.08M | Buy |
115,923
+9,251
| +9% | +$326K | 0.23% | 102 |
|
|
2019
Q3 | $3.11M | Buy |
106,672
+1,122
| +1% | +$32.7K | 0.22% | 99 |
|
|
2019
Q2 | $3.06M | Sell |
105,550
-4,715
| -4% | -$137K | 0.12% | 145 |
|
|
2019
Q1 | $3.04M | Buy |
110,265
+14,808
| +16% | +$409K | 0.12% | 133 |
|
|
2018
Q4 | $2.35M | Sell |
95,457
-88,379
| -48% | -$2.18M | 0.19% | 89 |
|
|
2018
Q3 | $5.42M | Buy |
183,836
+5,881
| +3% | +$173K | 0.2% | 84 |
|
|
2018
Q2 | $5.02M | Sell |
177,955
-120,187
| -40% | -$3.39M | 0.18% | 94 |
|
|
2018
Q1 | $8.94M | Sell |
298,142
-55,387
| -16% | -$1.66M | 0.27% | 74 |
|
|
2017
Q4 | $10.4M | Buy |
353,529
+12,941
| +4% | +$382K | 0.28% | 66 |
|
|
2017
Q3 | $8.63M | Buy |
340,588
+19,396
| +6% | +$492K | 0.24% | 74 |
|
|
2017
Q2 | $7.79M | Buy |
321,192
+948
| +0.3% | +$23K | 0.23% | 74 |
|
|
2017
Q1 | $7.56M | Buy |
320,244
+12,468
| +4% | +$294K | 0.23% | 80 |
|
|
2016
Q4 | $6.8M | Buy |
307,776
+94,048
| +44% | +$2.08M | 0.2% | 103 |
|
|
2016
Q3 | $3.35M | Sell |
213,728
-9,493
| -4% | -$149K | 0.14% | 124 |
|
|
2016
Q2 | $2.96M | Sell |
223,221
-16,180
| -7% | -$215K | 0.13% | 134 |
|
|
2016
Q1 | $3.24M | Buy |
239,401
+95,109
| +66% | +$1.29M | 0.15% | 117 |
|
|
2015
Q4 | $2.43M | Buy |
144,292
+13,923
| +11% | +$234K | 0.11% | 151 |
|
|
2015
Q3 | $2.03M | Buy |
130,369
+12,882
| +11% | +$201K | 0.17% | 116 |
|
|
2015
Q2 | $2M | Sell |
117,487
-15,713
| -12% | -$267K | 0.1% | 176 |
|
|
2015
Q1 | $2.05M | Buy |
133,200
+22,360
| +20% | +$344K | 0.05% | 329 |
|
|
2014
Q4 | $1.98M | Buy |
110,840
+19,215
| +21% | +$344K | 0.12% | 154 |
|
|
2014
Q3 | $1.56M | Sell |
91,625
-9,513
| -9% | -$162K | 0.1% | 201 |
|
|
2014
Q2 | $1.55M | Sell |
101,138
-4,332
| -4% | -$66.6K | 0.1% | 216 |
|
|
2014
Q1 | $1.81M | Buy |
105,470
+45,436
| +76% | +$781K | 0.15% | 152 |
|
|
2013
Q4 | $935K | Buy |
60,034
+5,127
| +9% | +$79.9K | 0.09% | 208 |
|
|
2013
Q3 | $758K | Buy |
54,907
+6,749
| +14% | +$93.2K | 0.09% | 204 |
|
|
2013
Q2 | $619K | Buy |
+48,158
| New | +$619K | 0.08% | 217 |
|