Financial Gravity Asset Management’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
Q1 | $14.3K | Buy |
+343
| New | +$14.3K | ﹤0.01% | 544 |
|
|
2024
Q2 | $1.47K | Sell |
37
-233
| -86% | -$9.26K | ﹤0.01% | 783 |
|
|
2024
Q1 | $10.1K | Sell |
270
-1,483
| -85% | -$55.5K | ﹤0.01% | 714 |
|
|
2023
Q4 | $1.87M | Buy |
1,753
+37
| +2% | +$39.5K | 0.02% | 234 |
|
|
2023
Q3 | $1.87M | Buy |
1,716
+1,650
| +2,500% | +$1.8M | 0.02% | 226 |
|
|
2023
Q2 | $6.53K | Buy |
66
+37
| +128% | +$3.66K | 0.02% | 437 |
|
|
2023
Q1 | $2.86K | Sell |
29
-4
| -12% | -$394 | 0.09% | 245 |
|
|
2022
Q4 | $8.49K | Sell |
33
-597
| -95% | -$154K | 0.04% | 299 |
|
|
2022
Q3 | $3.1K | Sell |
630
-83
| -12% | -$408 | 0.1% | 203 |
|
|
2022
Q2 | $3.29K | Sell |
713
-230
| -24% | -$1.06K | 0.1% | 200 |
|
|
2022
Q1 | $3.94K | Sell |
943
-289
| -23% | -$1.21K | 0.11% | 167 |
|
|
2021
Q4 | $6.24K | Buy |
1,232
+1,087
| +750% | +$5.51K | 0.14% | 191 |
|
|
2021
Q3 | $42K | Sell |
145
-1
| -0.7% | -$290 | 0.02% | 627 |
|
|
2021
Q2 | $41K | Sell |
146
-16
| -10% | -$4.49K | 0.01% | 630 |
|
|
2021
Q1 | $6.26K | Buy |
162
+85
| +110% | +$3.29K | 0.13% | 129 |
|
|
2020
Q4 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 301 |
|
|
2020
Q2 | – | Sell |
-2,959
| Closed | -$20.6K | – | 87 |
|
|
2020
Q1 | $20.6K | Sell |
2,959
-1,977
| -40% | -$13.7K | 0.06% | 125 |
|
|
2019
Q4 | $157K | Sell |
4,936
-432
| -8% | -$13.7K | 0.11% | 168 |
|
|
2019
Q3 | $157K | Sell |
5,368
-1,250
| -19% | -$36.6K | 0.14% | 145 |
|
|
2019
Q2 | $192K | Buy |
6,618
+3,225
| +95% | +$93.6K | 0.16% | 150 |
|
|
2019
Q1 | $97K | Buy |
+3,393
| New | +$97K | 0.08% | 206 |
|
|
2018
Q3 | $33K | Sell |
1,225
-2,130
| -63% | -$57.4K | 0.03% | 409 |
|
|
2018
Q2 | $104K | Buy |
3,355
+823
| +33% | +$25.5K | 0.1% | 211 |
|
|
2018
Q1 | $75K | Buy |
+2,532
| New | +$75K | 0.08% | 231 |
|