First Personal Financial Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $239 | Buy |
+6
| New | +$240 | ﹤0.01% | 446 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 396 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $0 | Sell |
3
-500
| -99% | -$18K | ﹤0.01% | 328 |
|
|
2022
Q1 | $21K | Sell |
503
-1,000
| -67% | -$45.1K | ﹤0.01% | 242 |
|
|
2021
Q4 | $67K | Buy |
1,503
+3
| +0.2% | +$137 | 0.02% | 174 |
|
|
2021
Q3 | $64K | Sell |
1,500
-210
| -12% | -$8.46K | 0.02% | 173 |
|
|
2021
Q2 | $71K | Buy |
1,710
+210
| +14% | +$8.61K | 0.02% | 170 |
|
|
2021
Q1 | $58K | Hold |
1,500
| – | – | 0.02% | 181 |
|
|
2020
Q4 | $45K | Hold |
1,500
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $36K | Hold |
1,500
| – | – | 0.01% | 202 |
|
|
2020
Q2 | $36K | Sell |
1,500
-640
| -30% | -$15.1K | 0.01% | 204 |
|
|
2020
Q1 | $45K | Sell |
2,140
-6,666
| -76% | -$200K | 0.02% | 189 |
|
|
2019
Q4 | $310K | Hold |
8,806
| – | – | 0.1% | 101 |
|
|
2019
Q3 | $257K | Sell |
8,806
-339
| -4% | -$9.75K | 0.08% | 116 |
|
|
2019
Q2 | $265K | Buy |
9,145
+451
| +5% | +$13K | 0.08% | 151 |
|
|
2019
Q1 | $240K | Sell |
8,694
-12,273
| -59% | -$347K | 0.07% | 155 |
|
|
2018
Q4 | $517K | Buy |
20,967
+2,185
| +12% | +$59.3K | 0.18% | 106 |
|
|
2018
Q3 | $553K | Sell |
18,782
-350
| -2% | -$10.7K | 0.17% | 111 |
|
|
2018
Q2 | $539K | Sell |
19,132
-25,879
| -57% | -$772K | 0.18% | 108 |
|
|
2018
Q1 | $1.35M | Sell |
45,011
-6,032
| -12% | -$189K | 0.3% | 83 |
|
|
2017
Q4 | $1.51M | Sell |
51,043
-1,670
| -3% | -$46K | 0.29% | 85 |
|
|
2017
Q3 | $1.33M | Sell |
52,713
-200
| -0.4% | -$4.85K | 0.28% | 84 |
|
|
2017
Q2 | $1.28M | Buy |
52,913
+1,670
| +3% | +$38.9K | 0.28% | 85 |
|
|
2017
Q1 | $1.21M | Sell |
51,243
-1,498
| -3% | -$35.5K | 0.29% | 83 |
|
|
2016
Q4 | $1.17M | Buy |
52,741
+26,497
| +101% | +$510K | 0.31% | 80 |
|
|
2016
Q3 | $411K | Buy |
26,244
+12,508
| +91% | +$186K | 0.12% | 124 |
|
|
2016
Q2 | $182K | Sell |
13,736
-528
| -4% | -$7.42K | 0.06% | 154 |
|
|
2016
Q1 | $193K | Buy |
14,264
+3,000
| +27% | +$40.5K | 0.1% | 118 |
|
|
2015
Q4 | $190K | Buy |
11,264
+10,022
| +807% | +$169K | 0.11% | 115 |
|
|
2015
Q3 | $20K | Hold |
1,242
| – | – | 0.01% | 233 |
|
|
2015
Q2 | $22K | Buy |
1,242
+529
| +74% | +$8.72K | 0.01% | 222 |
|
|
2015
Q1 | $11K | Hold |
713
| – | – | 0.01% | 268 |
|
|
2014
Q4 | $12K | Buy |
+713
| New | +$12.2K | 0.01% | 244 |
|
Other funds holding BAC
First Personal Financial Services's BAC Position: Q3 2024 in Review
First Personal Financial Services opened a new position in Bank of America (BAC) in Q3 2024: 6 shares worth $239. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in BAC as recently as Q3 2022.
First Personal Financial Services first reported a position in BAC in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.51M in Q4 2017. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.
- First Personal Financial Services held 6 shares of Bank of America worth $239 as of Q3 2024.
- Bank of America was a new First Personal Financial Services position in Q3 2024.
- Bank of America made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #446 holding.
- First Personal Financial Services first reported a position in Bank of America in Q4 2014 and has held it in 33 quarters since.
- First Personal Financial Services's Bank of America position peaked at $1.51M in Q4 2017.
- 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.