Financial 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 | $381K | Hold |
8,061
| – | – | 0.07% | 58 |
|
|
2025
Q1 | $336K | Hold |
8,061
| – | – | 0.07% | 57 |
|
|
2024
Q4 | $354K | Hold |
8,061
| – | – | 0.07% | 58 |
|
|
2024
Q3 | $320K | Hold |
8,061
| – | – | 0.06% | 61 |
|
|
2024
Q2 | $321K | Hold |
8,061
| – | – | 0.07% | 58 |
|
|
2024
Q1 | $306K | Hold |
8,061
| – | – | 0.06% | 60 |
|
|
2023
Q4 | $271K | Sell |
8,061
-345
| -4% | -$11.6K | 0.06% | 58 |
|
|
2023
Q3 | $230K | Sell |
8,406
-300
| -3% | -$8.21K | 0.06% | 65 |
|
|
2023
Q2 | $250K | Sell |
8,706
-21
| -0.2% | -$602 | 0.06% | 67 |
|
|
2023
Q1 | $250K | Hold |
8,727
| – | – | 0.06% | 61 |
|
|
2022
Q4 | $289K | Sell |
8,727
-2,536
| -23% | -$84K | 0.08% | 54 |
|
|
2022
Q3 | $336K | Buy |
11,263
+21
| +0.2% | +$626 | 0.12% | 50 |
|
|
2022
Q2 | $350K | Hold |
11,242
| – | – | 0.12% | 47 |
|
|
2022
Q1 | $463K | Sell |
11,242
-1,435
| -11% | -$59.1K | 0.14% | 47 |
|
|
2021
Q4 | $564K | Buy |
12,677
+300
| +2% | +$13.3K | 0.17% | 41 |
|
|
2021
Q3 | $525K | Hold |
12,377
| – | – | 0.18% | 42 |
|
|
2021
Q2 | $510K | Hold |
12,377
| – | – | 0.18% | 42 |
|
|
2021
Q1 | $479K | Sell |
12,377
-257
| -2% | -$9.95K | 0.19% | 40 |
|
|
2020
Q4 | $383K | Hold |
12,634
| – | – | 0.17% | 48 |
|
|
2020
Q3 | $304K | Hold |
12,634
| – | – | 0.16% | 52 |
|
|
2020
Q2 | $300K | Hold |
12,634
| – | – | 0.17% | 50 |
|
|
2020
Q1 | $268K | Sell |
12,634
-105
| -0.8% | -$2.23K | 0.18% | 50 |
|
|
2019
Q4 | $449K | Buy |
12,739
+162
| +1% | +$5.71K | 0.25% | 35 |
|
|
2019
Q3 | $367K | Buy |
12,577
+2
| +0% | +$58 | 0.23% | 40 |
|
|
2019
Q2 | $365K | Hold |
12,575
| – | – | 0.23% | 39 |
|
|
2019
Q1 | $347K | Hold |
12,575
| – | – | 0.24% | 42 |
|
|
2018
Q4 | $310K | Buy |
+12,575
| New | +$310K | 0.25% | 43 |
|