Financial Advisors’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
Q2 | $381K | Hold |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $320K | Hold |
|
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $306K | Hold |
|
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $250K | Hold |
|
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $463K | Sell |
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|
2021
Q4 | $564K | Buy |
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|
2021
Q3 | $525K | Hold |
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|
2021
Q2 | $510K | Hold |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $383K | Hold |
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|
2020
Q3 | $304K | Hold |
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|
2020
Q2 | $300K | Hold |
|
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $449K | Buy |
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|
2019
Q3 | $367K | Buy |
|
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|
2019
Q2 | $365K | Hold |
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|
2019
Q1 | $347K | Hold |
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|
2018
Q4 | $310K | Buy |
|