Financial Management Professionals’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 | $529K | Sell |
11,185
-299
| -3% | -$14.1K | 0.06% | 93 |
|
2025
Q1 | $479K | Buy |
11,484
+73
| +0.6% | +$3.05K | 0.06% | 93 |
|
2024
Q4 | $502K | Buy |
11,411
+805
| +8% | +$35.4K | 0.06% | 91 |
|
2024
Q3 | $421K | Sell |
10,606
-1,829
| -15% | -$72.6K | 0.05% | 101 |
|
2024
Q2 | $495K | Sell |
12,435
-1,581
| -11% | -$62.9K | 0.07% | 82 |
|
2024
Q1 | $531K | Buy |
14,016
+2,939
| +27% | +$111K | 0.08% | 84 |
|
2023
Q4 | $373K | Sell |
11,077
-3,901
| -26% | -$131K | 0.06% | 84 |
|
2023
Q3 | $410K | Sell |
14,978
-225
| -1% | -$6.16K | 0.07% | 78 |
|
2023
Q2 | $436K | Buy |
15,203
+91
| +0.6% | +$2.61K | 0.07% | 79 |
|
2023
Q1 | $432K | Sell |
15,112
-64
| -0.4% | -$1.83K | 0.08% | 76 |
|
2022
Q4 | $503K | Buy |
15,176
+1,394
| +10% | +$46.2K | 0.1% | 61 |
|
2022
Q3 | $416K | Buy |
13,782
+95
| +0.7% | +$2.87K | 0.1% | 58 |
|
2022
Q2 | $426K | Buy |
13,687
+824
| +6% | +$25.6K | 0.1% | 59 |
|
2022
Q1 | $530K | Buy |
12,863
+3,130
| +32% | +$129K | 0.11% | 57 |
|
2021
Q4 | $433K | Sell |
9,733
-80
| -0.8% | -$3.56K | 0.09% | 64 |
|
2021
Q3 | $417K | Buy |
9,813
+878
| +10% | +$37.3K | 0.1% | 56 |
|
2021
Q2 | $368K | Buy |
8,935
+672
| +8% | +$27.7K | 0.09% | 56 |
|
2021
Q1 | $320K | Buy |
8,263
+1,494
| +22% | +$57.9K | 0.09% | 59 |
|
2020
Q4 | $205K | Buy |
6,769
+104
| +2% | +$3.15K | 0.06% | 70 |
|
2020
Q3 | $161K | Buy |
6,665
+1,953
| +41% | +$47.2K | 0.06% | 72 |
|
2020
Q2 | $112K | Buy |
4,712
+1,910
| +68% | +$45.4K | 0.04% | 88 |
|
2020
Q1 | $59K | Hold |
2,802
| – | – | 0.03% | 80 |
|
2019
Q4 | $99K | Sell |
2,802
-306
| -10% | -$10.8K | 0.03% | 69 |
|
2019
Q3 | $91K | Buy |
3,108
+2
| +0.1% | +$59 | 0.03% | 69 |
|
2019
Q2 | $90K | Buy |
3,106
+1
| +0% | +$29 | 0.03% | 68 |
|
2019
Q1 | $86K | Hold |
3,105
| – | – | 0.03% | 65 |
|
2018
Q4 | $77K | Buy |
3,105
+2
| +0.1% | +$50 | 0.05% | 61 |
|
2018
Q3 | $91K | Buy |
3,103
+101
| +3% | +$2.96K | 0.04% | 65 |
|
2018
Q2 | $85K | Buy |
3,002
+200
| +7% | +$5.66K | 0.03% | 66 |
|
2018
Q1 | $84K | Sell |
2,802
-52
| -2% | -$1.56K | 0.04% | 64 |
|
2017
Q4 | $84K | Hold |
2,854
| – | – | 0.04% | 58 |
|
2017
Q3 | $72K | Hold |
2,854
| – | – | 0.03% | 66 |
|
2017
Q2 | $69K | Hold |
2,854
| – | – | 0.03% | 74 |
|
2017
Q1 | $67K | Hold |
2,854
| – | – | 0.03% | 72 |
|
2016
Q4 | $63K | Hold |
2,854
| – | – | 0.03% | 83 |
|
2016
Q3 | $44K | Sell |
2,854
-212
| -7% | -$3.27K | 0.02% | 104 |
|
2016
Q2 | $39K | Buy |
3,066
+212
| +7% | +$2.7K | 0.02% | 100 |
|
2016
Q1 | $39K | Hold |
2,854
| – | – | 0.02% | 81 |
|
2015
Q4 | $48K | Hold |
2,854
| – | – | 0.02% | 75 |
|
2015
Q3 | $44K | Hold |
2,854
| – | – | 0.03% | 88 |
|
2015
Q2 | $48K | Hold |
2,854
| – | – | 0.02% | 87 |
|
2015
Q1 | $44K | Hold |
2,854
| – | – | 0.02% | 91 |
|
2014
Q4 | $51K | Sell |
2,854
-900
| -24% | -$16.1K | 0.03% | 94 |
|
2014
Q3 | $64K | Buy |
3,754
+900
| +32% | +$15.3K | 0.04% | 75 |
|
2014
Q2 | $43K | Sell |
2,854
-67
| -2% | -$1.01K | 0.03% | 94 |
|
2014
Q1 | $50K | Hold |
2,921
| – | – | 0.03% | 87 |
|
2013
Q4 | $45K | Buy |
2,921
+67
| +2% | +$1.03K | 0.03% | 89 |
|
2013
Q3 | $39K | Hold |
2,854
| – | – | 0.02% | 101 |
|
2013
Q2 | $37K | Buy |
+2,854
| New | +$37K | 0.03% | 98 |
|