First Foundation Advisors’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 | $981K | Buy |
20,728
+10,453
| +102% | +$495K | 0.04% | 191 |
|
|
2025
Q1 | $429K | Sell |
10,275
-482
| -4% | -$20.1K | 0.02% | 236 |
|
|
2024
Q4 | $473K | Sell |
10,757
-925
| -8% | -$40.7K | 0.02% | 234 |
|
|
2024
Q3 | $464K | Buy |
11,682
+35
| +0.3% | +$1.39K | 0.02% | 237 |
|
|
2024
Q2 | $463K | Sell |
11,647
-2,129
| -15% | -$84.7K | 0.02% | 230 |
|
|
2024
Q1 | $522K | Buy |
13,776
+3,431
| +33% | +$130K | 0.02% | 222 |
|
|
2023
Q4 | $348K | Sell |
10,345
-21,175
| -67% | -$713K | 0.02% | 269 |
|
|
2023
Q3 | $863K | Buy |
31,520
+2,684
| +9% | +$73.5K | 0.04% | 186 |
|
|
2023
Q2 | $827K | Buy |
28,836
+1,149
| +4% | +$33K | 0.04% | 193 |
|
|
2023
Q1 | $792K | Sell |
27,687
-454
| -2% | -$13K | 0.04% | 186 |
|
|
2022
Q4 | $932K | Buy |
28,141
+1,087
| +4% | +$36K | 0.04% | 185 |
|
|
2022
Q3 | $817K | Buy |
27,054
+3,681
| +16% | +$111K | 0.04% | 186 |
|
|
2022
Q2 | $728K | Sell |
23,373
-1,116
| -5% | -$34.8K | 0.03% | 206 |
|
|
2022
Q1 | $1.01M | Sell |
24,489
-567
| -2% | -$23.4K | 0.04% | 190 |
|
|
2021
Q4 | $1.12M | Sell |
25,056
-101
| -0.4% | -$4.5K | 0.04% | 191 |
|
|
2021
Q3 | $1.07M | Sell |
25,157
-11,896
| -32% | -$505K | 0.04% | 193 |
|
|
2021
Q2 | $1.53M | Sell |
37,053
-6,155
| -14% | -$254K | 0.06% | 167 |
|
|
2021
Q1 | $1.67M | Buy |
43,208
+1,895
| +5% | +$73.3K | 0.07% | 151 |
|
|
2020
Q4 | $1.25M | Sell |
41,313
-6,081
| -13% | -$184K | 0.06% | 167 |
|
|
2020
Q3 | $1.14M | Sell |
47,394
-3,814
| -7% | -$91.9K | 0.05% | 167 |
|
|
2020
Q2 | $1.22M | Sell |
51,208
-2,604
| -5% | -$61.8K | 0.06% | 159 |
|
|
2020
Q1 | $1.14M | Buy |
53,812
+8,625
| +19% | +$183K | 0.07% | 157 |
|
|
2019
Q4 | $1.59M | Buy |
45,187
+30,171
| +201% | +$1.06M | 0.08% | 143 |
|
|
2019
Q3 | $438K | Sell |
15,016
-456
| -3% | -$13.3K | 0.02% | 239 |
|
|
2019
Q2 | $449K | Sell |
15,472
-23,739
| -61% | -$689K | 0.03% | 236 |
|
|
2019
Q1 | $1.08M | Buy |
39,211
+124
| +0.3% | +$3.42K | 0.06% | 162 |
|
|
2018
Q4 | $963K | Sell |
39,087
-6,136
| -14% | -$151K | 0.06% | 184 |
|
|
2018
Q3 | $1.33M | Sell |
45,223
-1,301
| -3% | -$38.3K | 0.07% | 146 |
|
|
2018
Q2 | $1.31M | Sell |
46,524
-135
| -0.3% | -$3.81K | 0.08% | 137 |
|
|
2018
Q1 | $1.4M | Buy |
46,659
+1,053
| +2% | +$31.6K | 0.08% | 130 |
|
|
2017
Q4 | $1.35M | Buy |
45,606
+810
| +2% | +$23.9K | 0.07% | 151 |
|
|
2017
Q3 | $1.14M | Buy |
44,796
+7,194
| +19% | +$182K | 0.06% | 142 |
|
|
2017
Q2 | $912K | Sell |
37,602
-30,338
| -45% | -$736K | 0.05% | 164 |
|
|
2017
Q1 | $1.6M | Buy |
67,940
+49,913
| +277% | +$1.18M | 0.1% | 115 |
|
|
2016
Q4 | $398K | Sell |
18,027
-293
| -2% | -$6.47K | 0.03% | 227 |
|
|
2016
Q3 | $287K | Buy |
18,320
+355
| +2% | +$5.56K | 0.02% | 238 |
|
|
2016
Q2 | $238K | Buy |
17,965
+755
| +4% | +$10K | 0.02% | 257 |
|
|
2016
Q1 | $233K | Buy |
17,210
+923
| +6% | +$12.5K | 0.02% | 261 |
|
|
2015
Q4 | $274K | Buy |
16,287
+1,290
| +9% | +$21.7K | 0.02% | 239 |
|
|
2015
Q3 | $234K | Buy |
14,997
+251
| +2% | +$3.92K | 0.02% | 202 |
|
|
2015
Q2 | $251K | Sell |
14,746
-424
| -3% | -$7.22K | 0.02% | 193 |
|
|
2015
Q1 | $233K | Buy |
15,170
+167
| +1% | +$2.57K | 0.02% | 203 |
|
|
2014
Q4 | $268K | Sell |
15,003
-4,388
| -23% | -$78.4K | 0.02% | 187 |
|
|
2014
Q3 | $331K | Buy |
19,391
+3,508
| +22% | +$59.9K | 0.03% | 172 |
|
|
2014
Q2 | $244K | Sell |
15,883
-3,375
| -18% | -$51.8K | 0.03% | 187 |
|
|
2014
Q1 | $331K | Sell |
19,258
-11,295
| -37% | -$194K | 0.04% | 139 |
|
|
2013
Q4 | $476K | Buy |
30,553
+15,189
| +99% | +$237K | 0.06% | 104 |
|
|
2013
Q3 | $212K | Buy |
15,364
+79
| +0.5% | +$1.09K | 0.03% | 151 |
|
|
2013
Q2 | $197K | Buy |
+15,285
| New | +$197K | 0.04% | 124 |
|