Financial Engines 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 | $1.67M | Buy |
35,384
+9,945
| +39% | +$470K | ﹤0.01% | 237 |
|
|
2025
Q1 | $1.06M | Buy |
25,439
+1,215
| +5% | +$50.7K | ﹤0.01% | 253 |
|
|
2024
Q4 | $1.06M | Buy |
24,224
+19,000
| +364% | +$835K | ﹤0.01% | 253 |
|
|
2024
Q3 | $207K | Buy |
+5,224
| New | +$207K | ﹤0.01% | 361 |
|
|
2024
Q2 | – | Sell |
-5,757
| Closed | -$218K | – | 353 |
|
|
2024
Q1 | $218K | Buy |
+5,757
| New | +$218K | ﹤0.01% | 321 |
|
|
2023
Q4 | – | Sell |
-8,085
| Closed | -$222K | – | 321 |
|
|
2023
Q3 | $222K | Buy |
+8,085
| New | +$222K | ﹤0.01% | 270 |
|
|
2022
Q3 | – | Sell |
-7,231
| Closed | -$225K | – | 289 |
|
|
2022
Q2 | $225K | Sell |
7,231
-752
| -9% | -$23.4K | ﹤0.01% | 280 |
|
|
2022
Q1 | $329K | Buy |
7,983
+741
| +10% | +$30.5K | ﹤0.01% | 241 |
|
|
2021
Q4 | $322K | Sell |
7,242
-1,821
| -20% | -$81K | ﹤0.01% | 207 |
|
|
2021
Q3 | $384K | Buy |
+9,063
| New | +$384K | ﹤0.01% | 196 |
|
|
2021
Q2 | – | Sell |
-10,064
| Closed | -$389K | – | 215 |
|
|
2021
Q1 | $389K | Buy |
10,064
+3,385
| +51% | +$131K | ﹤0.01% | 184 |
|
|
2020
Q4 | $202K | Buy |
+6,679
| New | +$202K | ﹤0.01% | 249 |
|