Fiduciary Group’s Bank of America BAC Stock Holding History

Fiduciary Group’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.94M	Buy	104,452 +505	+0.5%	+$23.9K	0.47%	55
2025 Q1	$4.34M	Sell	103,947 -1,297	-1%	-$54.1K	0.43%	60
2024 Q4	$4.63M	Sell	105,244 -1,588	-1%	-$69.8K	0.46%	56
2024 Q3	$4.24M	Sell	106,832 -2,585	-2%	-$103K	0.43%	61
2024 Q2	$4.35M	Sell	109,417 -70	-0.1%	-$2.78K	0.47%	58
2024 Q1	$4.15M	Sell	109,487 -993	-0.9%	-$37.7K	0.45%	59
2023 Q4	$3.72M	Sell	110,480 -11,644	-10%	-$392K	0.44%	64
2023 Q3	$3.34M	Sell	122,124 -1,364	-1%	-$37.3K	0.43%	64
2023 Q2	$3.54M	Sell	123,488 -740	-0.6%	-$21.2K	0.44%	60
2023 Q1	$3.55M	Buy	124,228 +2,200	+2%	+$62.9K	0.46%	60
2022 Q4	$4.04M	Sell	122,028 -16,132	-12%	-$534K	0.54%	50
2022 Q3	$5.27M	Buy	138,160 +271	+0.2%	+$10.3K	0.68%	44
2022 Q2	$4.95M	Buy	137,889 +820	+0.6%	+$29.4K	0.62%	47
2022 Q1	$4.88M	Buy	137,069 +7,118	+5%	+$253K	0.64%	43
2021 Q4	$5.78M	Buy	129,951 +3,366	+3%	+$150K	0.64%	47
2021 Q3	$6.07M	Buy	126,585 +1,406	+1%	+$67.4K	0.69%	46
2021 Q2	$4.79M	Buy	125,179 +13,025	+12%	+$499K	0.55%	50
2021 Q1	$4.55M	Buy	112,154 +5,413	+5%	+$219K	0.55%	52
2020 Q4	$3.51M	Sell	106,741 -1,340	-1%	-$44.1K	0.46%	53
2020 Q3	$2.6M	Buy	108,081 +2,615	+2%	+$63K	0.39%	56
2020 Q2	$2.51M	Sell	105,466 -21,354	-17%	-$507K	0.42%	50
2020 Q1	$2.69M	Buy	126,820 +18,092	+17%	+$384K	0.53%	43
2019 Q4	$3.83M	Sell	108,728 -19,695	-15%	-$694K	0.61%	44
2019 Q3	$3.75M	Sell	128,423 -20,734	-14%	-$605K	0.66%	45
2019 Q2	$4.33M	Buy	149,157 +589	+0.4%	+$17.1K	0.78%	41
2019 Q1	$4.1M	Buy	148,568 +6,008	+4%	+$166K	0.76%	42
2018 Q4	$3.51M	Sell	142,560 -1,585	-1%	-$39.1K	0.73%	45
2018 Q3	$4.25M	Buy	144,145 +398	+0.3%	+$11.7K	0.83%	41
2018 Q2	$4.05M	Sell	143,747 -1,283	-0.9%	-$36.2K	0.86%	40
2018 Q1	$4.35M	Buy	145,030 +177	+0.1%	+$5.31K	0.94%	38
2017 Q4	$4.28M	Sell	144,853 -885	-0.6%	-$26.1K	0.91%	37
2017 Q3	$3.69M	Sell	145,738 -14,228	-9%	-$361K	0.83%	43
2017 Q2	$3.88M	Buy	159,966 +1	+0%	+$24	0.9%	40
2017 Q1	$3.77M	Sell	159,965 -3,673	-2%	-$86.7K	0.89%	39
2016 Q4	$3.62M	Sell	163,638 -5,562	-3%	-$123K	0.94%	38
2016 Q3	$2.65M	Sell	169,200 -50,512	-23%	-$791K	0.72%	47
2016 Q2	$2.92M	Buy	219,712 +5,947	+3%	+$78.9K	0.81%	44
2016 Q1	$2.89M	Buy	213,765 +10,781	+5%	+$146K	0.84%	44
2015 Q4	$3.42M	Sell	202,984 -2,307	-1%	-$38.8K	1.02%	36
2015 Q3	$3.2M	Buy	205,291 +7,542	+4%	+$117K	1.06%	30
2015 Q2	$3.37M	Buy	+197,749	New	+$3.37M	1.06%	30