Financial Insights’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,430
| Closed | -$295K | – | 113 |
|
|
2024
Q3 | $295K | Sell |
7,430
-721
| -9% | -$28.6K | 0.09% | 114 |
|
|
2024
Q2 | $324K | Sell |
8,151
-2,328
| -22% | -$92.6K | 0.09% | 126 |
|
|
2024
Q1 | $397K | Sell |
10,479
-2,952
| -22% | -$112K | 0.11% | 121 |
|
|
2023
Q4 | $452K | Buy |
13,431
+1,494
| +13% | +$50.3K | 0.14% | 103 |
|
|
2023
Q3 | $314K | Sell |
11,937
-208
| -2% | -$5.48K | 0.11% | 124 |
|
|
2023
Q2 | $348K | Sell |
12,145
-6,032
| -33% | -$173K | 0.13% | 123 |
|
|
2023
Q1 | $520K | Sell |
18,177
-17,428
| -49% | -$498K | 0.21% | 78 |
|
|
2022
Q4 | $1.18M | Buy |
35,605
+17,250
| +94% | +$571K | 0.56% | 41 |
|
|
2022
Q3 | $554K | Buy |
+18,355
| New | +$554K | 0.37% | 56 |
|
|
2021
Q3 | – | Sell |
-919
| Closed | -$379K | – | 91 |
|
|
2021
Q2 | $379K | Buy |
+919
| New | +$379K | 0.03% | 185 |
|