Financial Advocates Investment Management’s Bank of America BAC Stock Holding History

Financial Advocates Investment Management’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	$574K	Sell	12,130 -9,918	-45%	-$469K	0.05%	331
2025 Q1	$920K	Sell	22,048 -8,552	-28%	-$357K	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%	-$206K	0.07%	266
2024 Q2	$1.41M	Sell	35,352 -1,640	-4%	-$65.2K	0.09%	217
2024 Q1	$1.4M	Buy	36,992 +2,177	+6%	+$82.6K	0.08%	244
2023 Q4	$1.17M	Buy	34,815 +3,681	+12%	+$124K	0.08%	256
2023 Q3	$852K	Sell	31,134 -1,936	-6%	-$53K	0.06%	301
2023 Q2	$949K	Buy	33,070 +4,106	+14%	+$118K	0.07%	277
2023 Q1	$828K	Buy	28,964 +1,354	+5%	+$38.7K	0.06%	316
2022 Q4	$914K	Buy	27,610 +3,501	+15%	+$116K	0.07%	304
2022 Q3	$725K	Buy	24,109 +170	+0.7%	+$5.11K	0.06%	315
2022 Q2	$746K	Sell	23,939 -5,121	-18%	-$160K	0.06%	315
2022 Q1	$1.2M	Sell	29,060 -1,278	-4%	-$52.7K	0.08%	266
2021 Q4	$1.35M	Sell	30,338 -791	-3%	-$35.2K	0.09%	264
2021 Q3	$1.32M	Sell	31,129 -6,372	-17%	-$271K	0.09%	255
2021 Q2	$1.55M	Sell	37,501 -142	-0.4%	-$5.85K	0.1%	232
2021 Q1	$1.46M	Sell	37,643 -10,653	-22%	-$412K	0.1%	225
2020 Q4	$1.46M	Buy	48,296 +5,941	+14%	+$180K	0.1%	229
2020 Q3	$1.02M	Sell	42,355 -500	-1%	-$12K	0.09%	236
2020 Q2	$1.02M	Buy	42,855 +5,189	+14%	+$123K	0.1%	233
2020 Q1	$800K	Buy	37,666 +1,163	+3%	+$24.7K	0.11%	208
2019 Q4	$1.29M	Sell	36,503 -309	-0.8%	-$10.9K	0.14%	175
2019 Q3	$1.07M	Sell	36,812 -1,412	-4%	-$41.2K	0.12%	177
2019 Q2	$1.11M	Sell	38,224 -5,671	-13%	-$165K	0.13%	171
2019 Q1	$1.21M	Sell	43,895 -925	-2%	-$25.5K	0.15%	156
2018 Q4	$1.1M	Buy	44,820 +42,744	+2,059%	+$1.05M	0.15%	152
2018 Q3	$61K	Sell	2,076 -62,330	-97%	-$1.83M	0.01%	492
2018 Q2	$1.82M	Buy	64,406 +4,821	+8%	+$136K	0.22%	109
2018 Q1	$1.79M	Buy	59,585 +15,987	+37%	+$479K	0.23%	96
2017 Q4	$1.29M	Buy	+43,598	New	+$1.29M	0.18%	127