First Heartland Consultants’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 | $678K | Buy |
14,330
+1,092
| +8% | +$51.7K | 0.06% | 218 |
|
|
2025
Q1 | $552K | Sell |
13,238
-1,346
| -9% | -$56.2K | 0.06% | 218 |
|
|
2024
Q4 | $641K | Sell |
14,584
-314
| -2% | -$13.8K | 0.07% | 202 |
|
|
2024
Q3 | $591K | Sell |
14,898
-1,519
| -9% | -$60.3K | 0.06% | 211 |
|
|
2024
Q2 | $653 | Sell |
16,417
-66
| -0.4% | -$3 | 0.05% | 221 |
|
|
2024
Q1 | $625K | Sell |
16,483
-681
| -4% | -$25.8K | 0.06% | 219 |
|
|
2023
Q4 | $578K | Buy |
17,164
+4,878
| +40% | +$164K | 0.07% | 195 |
|
|
2023
Q3 | $336K | Buy |
12,286
+775
| +7% | +$21.2K | 0.04% | 270 |
|
|
2023
Q2 | $330K | Sell |
11,511
-2,189
| -16% | -$62.8K | 0.04% | 267 |
|
|
2023
Q1 | $392K | Buy |
13,700
+1,017
| +8% | +$29.1K | 0.06% | 236 |
|
|
2022
Q4 | $420K | Buy |
12,683
+145
| +1% | +$4.8K | 0.07% | 223 |
|
|
2022
Q3 | $378 | Buy |
12,538
+108
| +0.9% | +$3 | 0.03% | 219 |
|
|
2022
Q2 | $386K | Buy |
12,430
+2,341
| +23% | +$72.7K | 0.06% | 211 |
|
|
2022
Q1 | $415K | Sell |
10,089
-1,392
| -12% | -$57.3K | 0.06% | 203 |
|
|
2021
Q4 | $510 | Sell |
11,481
-1,518
| -12% | -$67 | 0.02% | 197 |
|
|
2021
Q3 | $552K | Sell |
12,999
-46
| -0.4% | -$1.95K | 0.08% | 188 |
|
|
2021
Q2 | $538K | Sell |
13,045
-447
| -3% | -$18.4K | 0.08% | 205 |
|
|
2021
Q1 | $522K | Buy |
13,492
+1,270
| +10% | +$49.1K | 0.08% | 194 |
|
|
2020
Q4 | $370K | Sell |
12,222
-116
| -0.9% | -$3.51K | 0.06% | 209 |
|
|
2020
Q3 | $297K | Sell |
12,338
-1,239
| -9% | -$29.8K | 0.06% | 211 |
|
|
2020
Q2 | $322K | Buy |
13,577
+123
| +0.9% | +$2.92K | 0.06% | 203 |
|
|
2020
Q1 | $286K | Sell |
13,454
-3,885
| -22% | -$82.6K | 0.07% | 192 |
|
|
2019
Q4 | $611K | Buy |
17,339
+1,233
| +8% | +$43.4K | 0.12% | 157 |
|
|
2019
Q3 | $470K | Sell |
16,106
-1,787
| -10% | -$52.1K | 0.1% | 163 |
|
|
2019
Q2 | $519K | Sell |
17,893
-1,414
| -7% | -$41K | 0.12% | 147 |
|
|
2019
Q1 | $533K | Sell |
19,307
-1,252
| -6% | -$34.6K | 0.15% | 139 |
|
|
2018
Q4 | $507K | Sell |
20,559
-859
| -4% | -$21.2K | 0.19% | 120 |
|
|
2018
Q3 | $631K | Sell |
21,418
-1,996
| -9% | -$58.8K | 0.2% | 114 |
|
|
2018
Q2 | $660K | Sell |
23,414
-7,859
| -25% | -$222K | 0.23% | 110 |
|
|
2018
Q1 | $938K | Buy |
31,273
+574
| +2% | +$17.2K | 0.28% | 91 |
|
|
2017
Q4 | $906K | Sell |
30,699
-12,239
| -29% | -$361K | 0.27% | 92 |
|
|
2017
Q3 | $1.09M | Buy |
42,938
+2,071
| +5% | +$52.5K | 0.26% | 110 |
|
|
2017
Q2 | $991K | Buy |
40,867
+5,752
| +16% | +$139K | 0.26% | 111 |
|
|
2017
Q1 | $828K | Buy |
35,115
+3,203
| +10% | +$75.5K | 0.23% | 126 |
|
|
2016
Q4 | $705K | Sell |
31,912
-5,990
| -16% | -$132K | 0.21% | 131 |
|
|
2016
Q3 | $593K | Buy |
37,902
+2,978
| +9% | +$46.6K | 0.17% | 146 |
|
|
2016
Q2 | $463 | Buy |
34,924
+1,282
| +4% | +$17 | 0.05% | 164 |
|
|
2016
Q1 | $455K | Buy |
33,642
+613
| +2% | +$8.29K | 0.17% | 149 |
|
|
2015
Q4 | $556K | Buy |
33,029
+2,363
| +8% | +$39.8K | 0.21% | 125 |
|
|
2015
Q3 | $478K | Sell |
30,666
-954
| -3% | -$14.9K | 0.2% | 138 |
|
|
2015
Q2 | $538 | Sell |
31,620
-3,618
| -10% | -$62 | 0.15% | 131 |
|
|
2015
Q1 | $542K | Sell |
35,238
-79
| -0.2% | -$1.22K | 0.21% | 131 |
|
|
2014
Q4 | $632K | Sell |
35,317
-819
| -2% | -$14.7K | 0.26% | 109 |
|
|
2014
Q3 | $616K | Buy |
36,136
+2,892
| +9% | +$49.3K | 0.27% | 110 |
|
|
2014
Q2 | $511K | Buy |
33,244
+2,146
| +7% | +$33K | 0.23% | 122 |
|
|
2014
Q1 | $535K | Sell |
31,098
-2,429
| -7% | -$41.8K | 0.26% | 107 |
|
|
2013
Q4 | $522K | Buy |
33,527
+11,415
| +52% | +$178K | 0.29% | 95 |
|
|
2013
Q3 | $307K | Sell |
22,112
-1,181
| -5% | -$16.4K | 0.19% | 151 |
|
|
2013
Q2 | $300K | Buy |
+23,293
| New | +$300K | 0.17% | 150 |
|