Financial Perspectives’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 | $348K | Buy |
7,349
+13
| +0.2% | +$615 | 0.11% | 113 |
|
|
2025
Q1 | $306K | Sell |
7,336
-1,269
| -15% | -$53K | 0.1% | 108 |
|
|
2024
Q4 | $378K | Buy |
8,605
+706
| +9% | +$31K | 0.13% | 97 |
|
|
2024
Q3 | $313K | Sell |
7,899
-359
| -4% | -$14.2K | 0.11% | 113 |
|
|
2024
Q2 | $328K | Buy |
8,258
+17
| +0.2% | +$676 | 0.12% | 101 |
|
|
2024
Q1 | $313K | Sell |
8,241
-203
| -2% | -$7.7K | 0.12% | 107 |
|
|
2023
Q4 | $284K | Buy |
8,444
+82
| +1% | +$2.76K | 0.12% | 113 |
|
|
2023
Q3 | $229K | Buy |
8,362
+2,136
| +34% | +$58.5K | 0.1% | 112 |
|
|
2023
Q2 | $179K | Buy |
6,226
+26
| +0.4% | +$746 | 0.08% | 136 |
|
|
2023
Q1 | $177K | Buy |
6,200
+25
| +0.4% | +$715 | 0.08% | 134 |
|
|
2022
Q4 | $205K | Sell |
6,175
-2,398
| -28% | -$79.4K | 0.1% | 119 |
|
|
2022
Q3 | $259K | Buy |
8,573
+2,799
| +48% | +$84.5K | 0.15% | 95 |
|
|
2022
Q2 | $180K | Buy |
5,774
+7
| +0.1% | +$218 | 0.1% | 121 |
|
|
2022
Q1 | $238K | Buy |
5,767
+1,819
| +46% | +$75K | 0.11% | 116 |
|
|
2021
Q4 | $176K | Buy |
3,948
+3
| +0.1% | +$133 | 0.08% | 134 |
|
|
2021
Q3 | $167K | Buy |
3,945
+699
| +22% | +$29.7K | 0.08% | 130 |
|
|
2021
Q2 | $134K | Sell |
3,246
-130,779
| -98% | -$5.39M | 0.07% | 161 |
|
|
2021
Q1 | $3.46M | Buy |
134,025
+130,679
| +3,906% | +$3.38M | 0.17% | 97 |
|
|
2020
Q4 | $101K | Buy |
3,346
+362
| +12% | +$11K | 0.06% | 168 |
|
|
2020
Q3 | $71.9K | Hold |
2,984
| – | – | 0.05% | 170 |
|
|
2020
Q2 | $70.9K | Sell |
2,984
-479
| -14% | -$11.4K | 0.05% | 160 |
|
|
2020
Q1 | $73.5K | Buy |
3,463
+941
| +37% | +$20K | 0.06% | 138 |
|
|
2019
Q4 | $88.8K | Buy |
+2,522
| New | +$88.8K | 0.06% | 129 |
|