First Business Financial Services’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 | $3.39M | Buy |
71,543
+5,578
| +8% | +$264K | 0.31% | 34 |
|
|
2025
Q1 | $2.75M | Buy |
65,965
+5,018
| +8% | +$209K | 0.27% | 40 |
|
|
2024
Q4 | $2.68M | Buy |
60,947
+1,715
| +3% | +$75.4K | 0.26% | 36 |
|
|
2024
Q3 | $2.35M | Buy |
59,232
+3,084
| +5% | +$122K | 0.24% | 41 |
|
|
2024
Q2 | $2.23M | Buy |
56,148
+1,782
| +3% | +$70.9K | 0.24% | 37 |
|
|
2024
Q1 | $2.06M | Buy |
54,366
+140
| +0.3% | +$5.31K | 0.22% | 42 |
|
|
2023
Q4 | $1.83M | Sell |
54,226
-2,651
| -5% | -$89.3K | 0.21% | 44 |
|
|
2023
Q3 | $1.56M | Buy |
56,877
+1,172
| +2% | +$32.1K | 0.2% | 55 |
|
|
2023
Q2 | $1.6M | Buy |
55,705
+357
| +0.6% | +$10.2K | 0.2% | 51 |
|
|
2023
Q1 | $1.58M | Buy |
55,348
+2,769
| +5% | +$79.2K | 0.2% | 45 |
|
|
2022
Q4 | $1.74M | Buy |
52,579
+11,890
| +29% | +$394K | 0.23% | 37 |
|
|
2022
Q3 | $1.59M | Sell |
40,689
-25,303
| -38% | -$987K | 0.23% | 38 |
|
|
2022
Q2 | $2.05M | Buy |
65,992
+50,589
| +328% | +$1.57M | 0.28% | 23 |
|
|
2022
Q1 | $635K | Hold |
15,403
| – | – | 0.07% | 90 |
|
|
2021
Q4 | $685K | Hold |
15,403
| – | – | 0.07% | 97 |
|
|
2021
Q3 | $654K | Buy |
15,403
+1,478
| +11% | +$62.8K | 0.07% | 94 |
|
|
2021
Q2 | $574K | Buy |
13,925
+2,495
| +22% | +$103K | 0.07% | 95 |
|
|
2021
Q1 | $442K | Buy |
11,430
+650
| +6% | +$25.1K | 0.06% | 98 |
|
|
2020
Q4 | $327K | Hold |
10,780
| – | – | 0.05% | 104 |
|
|
2020
Q3 | $260K | Hold |
10,780
| – | – | 0.04% | 111 |
|
|
2020
Q2 | $256K | Buy |
+10,780
| New | +$256K | 0.05% | 106 |
|
|
2020
Q1 | – | Sell |
-13,915
| Closed | -$490K | – | 118 |
|
|
2019
Q4 | $490K | Hold |
13,915
| – | – | 0.08% | 77 |
|
|
2019
Q3 | $406K | Sell |
13,915
-200
| -1% | -$5.84K | 0.07% | 85 |
|
|
2019
Q2 | $409K | Sell |
14,115
-1,700
| -11% | -$49.3K | 0.07% | 83 |
|
|
2019
Q1 | $436K | Sell |
15,815
-685
| -4% | -$18.9K | 0.08% | 74 |
|
|
2018
Q4 | $407K | Buy |
+16,500
| New | +$407K | 0.07% | 101 |
|