First United Bank & Trust’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 | $267K | Buy |
5,643
+345
| +7% | +$16.3K | 0.09% | 132 |
|
|
2025
Q1 | $221K | Sell |
5,298
-80
| -1% | -$3.34K | 0.08% | 137 |
|
|
2024
Q4 | $236K | Buy |
5,378
+10
| +0.2% | +$439 | 0.09% | 137 |
|
|
2024
Q3 | $213K | Sell |
5,368
-2
| -0% | -$79 | 0.08% | 146 |
|
|
2024
Q2 | $214K | Buy |
5,370
+10
| +0.2% | +$398 | 0.08% | 146 |
|
|
2024
Q1 | $203K | Buy |
5,360
+338
| +7% | +$12.8K | 0.08% | 150 |
|
|
2023
Q4 | $169K | Buy |
+5,022
| New | +$169K | 0.07% | 158 |
|
|
2023
Q2 | – | Sell |
-9,174
| Closed | -$262K | – | 146 |
|
|
2023
Q1 | $262K | Buy |
9,174
+11
| +0.1% | +$314 | 0.12% | 130 |
|
|
2022
Q4 | $303K | Sell |
9,163
-2,489
| -21% | -$82.4K | 0.15% | 113 |
|
|
2022
Q3 | $352K | Buy |
11,652
+400
| +4% | +$12.1K | 0.18% | 112 |
|
|
2022
Q2 | $350K | Buy |
11,252
+175
| +2% | +$5.44K | 0.16% | 113 |
|
|
2022
Q1 | $457K | Buy |
11,077
+14
| +0.1% | +$578 | 0.18% | 111 |
|
|
2021
Q4 | $492K | Buy |
11,063
+800
| +8% | +$35.6K | 0.18% | 107 |
|
|
2021
Q3 | $436K | Buy |
10,263
+8
| +0.1% | +$340 | 0.18% | 109 |
|
|
2021
Q2 | $423K | Buy |
10,255
+715
| +7% | +$29.5K | 0.18% | 112 |
|
|
2021
Q1 | $369K | Sell |
9,540
-298
| -3% | -$11.5K | 0.16% | 112 |
|
|
2020
Q4 | $298K | Buy |
9,838
+1,384
| +16% | +$41.9K | 0.14% | 111 |
|
|
2020
Q3 | $204K | Buy |
+8,454
| New | +$204K | 0.11% | 118 |
|
|
2020
Q1 | – | Sell |
-6,344
| Closed | -$223K | – | 114 |
|
|
2019
Q4 | $223K | Buy |
+6,344
| New | +$223K | 0.13% | 124 |
|