Financial Advocates Investment Management’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
Q3 | – | Sell |
-12,130
| Closed | -$574K | – | 139 |
|
|
2025
Q2 | $574K | Sell |
12,130
-9,918
| -45% | -$417K | 0.05% | 333 |
|
|
2025
Q1 | $920K | Sell |
22,048
-8,552
| -28% | -$381K | 0.06% | 295 |
|
|
2024
Q4 | $1.34M | Buy |
30,600
+428
| +1% | +$18.8K | 0.08% | 232 |
|
|
2024
Q3 | $1.2M | Sell |
30,172
-5,180
| -15% | -$208K | 0.07% | 266 |
|
|
2024
Q2 | $1.41M | Sell |
35,352
-1,640
| -4% | -$62.9K | 0.09% | 217 |
|
|
2024
Q1 | $1.4M | Buy |
36,992
+2,177
| +6% | +$74.7K | 0.08% | 244 |
|
|
2023
Q4 | $1.17M | Buy |
34,815
+3,681
| +12% | +$107K | 0.08% | 256 |
|
|
2023
Q3 | $852K | Sell |
31,134
-1,936
| -6% | -$57.3K | 0.06% | 303 |
|
|
2023
Q2 | $949K | Buy |
33,070
+4,106
| +14% | +$117K | 0.07% | 278 |
|
|
2023
Q1 | $828K | Buy |
28,964
+1,354
| +5% | +$44.7K | 0.06% | 322 |
|
|
2022
Q4 | $914K | Buy |
27,610
+3,501
| +15% | +$121K | 0.07% | 309 |
|
|
2022
Q3 | $725K | Buy |
24,109
+170
| +0.7% | +$5.68K | 0.06% | 320 |
|
|
2022
Q2 | $746K | Sell |
23,939
-5,121
| -18% | -$184K | 0.06% | 315 |
|
|
2022
Q1 | $1.2M | Sell |
29,060
-1,278
| -4% | -$57.7K | 0.08% | 266 |
|
|
2021
Q4 | $1.35M | Sell |
30,338
-791
| -3% | -$36K | 0.09% | 269 |
|
|
2021
Q3 | $1.32M | Sell |
31,129
-6,372
| -17% | -$257K | 0.09% | 256 |
|
|
2021
Q2 | $1.55M | Sell |
37,501
-142
| -0.4% | -$5.82K | 0.1% | 239 |
|
|
2021
Q1 | $1.46M | Sell |
37,643
-10,653
| -22% | -$368K | 0.1% | 232 |
|
|
2020
Q4 | $1.46M | Buy |
48,296
+5,941
| +14% | +$159K | 0.1% | 230 |
|
|
2020
Q3 | $1.02M | Sell |
42,355
-500
| -1% | -$12.4K | 0.09% | 243 |
|
|
2020
Q2 | $1.02M | Buy |
42,855
+5,189
| +14% | +$123K | 0.1% | 243 |
|
|
2020
Q1 | $800K | Buy |
37,666
+1,163
| +3% | +$34.9K | 0.11% | 209 |
|
|
2019
Q4 | $1.28M | Sell |
36,503
-309
| -0.8% | -$9.99K | 0.14% | 176 |
|
|
2019
Q3 | $1.07M | Sell |
36,812
-1,412
| -4% | -$40.6K | 0.12% | 178 |
|
|
2019
Q2 | $1.11M | Sell |
38,224
-5,671
| -13% | -$164K | 0.13% | 172 |
|
|
2019
Q1 | $1.21M | Sell |
43,895
-925
| -2% | -$26.1K | 0.15% | 156 |
|
|
2018
Q4 | $1.1M | Buy |
44,820
+42,744
| +2,059% | +$1.16M | 0.15% | 152 |
|
|
2018
Q3 | $61K | Sell |
2,076
-62,330
| -97% | -$1.9M | 0.01% | 492 |
|
|
2018
Q2 | $1.82M | Buy |
64,406
+4,821
| +8% | +$144K | 0.22% | 109 |
|
|
2018
Q1 | $1.79M | Buy |
59,585
+15,987
| +37% | +$502K | 0.23% | 96 |
|
|
2017
Q4 | $1.29M | Buy |
+43,598
| New | +$1.2M | 0.18% | 127 |
|
Other funds holding BAC
Financial Advocates Investment Management's BAC Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Bank of America (BAC) in Q3 2025, closing a stake of 12,130 shares — an estimated $574K sold.
Financial Advocates Investment Management first reported a position in BAC in Q4 2017 and held it in 31 quarters. The position peaked at $1.82M in Q2 2018. 3,362 funds tracked by Wall St. Rank hold BAC as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 12,130 Bank of America shares in Q3 2025, an estimated $574K.
- Financial Advocates Investment Management first reported a position in Bank of America in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Bank of America position peaked at $1.82M in Q2 2018.
- 3,362 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.