FOA
Five Oceans Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
12,330
+405
| +3% | +$19.2K | 0.25% | 56 |
|
|
2025
Q1 | $498K | Buy |
11,925
+56
| +0.5% | +$2.34K | 0.24% | 60 |
|
|
2024
Q4 | $522K | Buy |
11,869
+141
| +1% | +$6.2K | 0.24% | 60 |
|
|
2024
Q3 | $465K | Buy |
11,728
+40
| +0.3% | +$1.59K | 0.22% | 66 |
|
|
2024
Q2 | $465K | Buy |
11,688
+4,298
| +58% | +$171K | 0.24% | 66 |
|
|
2024
Q1 | $280K | Buy |
7,390
+76
| +1% | +$2.88K | 0.14% | 130 |
|
|
2023
Q4 | $246K | Buy |
+7,314
| New | +$246K | 0.14% | 133 |
|
|
2023
Q3 | – | Sell |
-7,318
| Closed | -$210K | – | 149 |
|
|
2023
Q2 | $210K | Buy |
7,318
+158
| +2% | +$4.53K | 0.14% | 137 |
|
|
2023
Q1 | $205K | Sell |
7,160
-1,796
| -20% | -$51.4K | 0.13% | 142 |
|
|
2022
Q4 | $297K | Sell |
8,956
-403
| -4% | -$13.3K | 0.21% | 100 |
|
|
2022
Q3 | $283K | Buy |
9,359
+1,734
| +23% | +$52.4K | 0.22% | 93 |
|
|
2022
Q2 | $237K | Buy |
7,625
+708
| +10% | +$22K | 0.18% | 106 |
|
|
2022
Q1 | $285K | Buy |
6,917
+219
| +3% | +$9.02K | 0.25% | 77 |
|
|
2021
Q4 | $298K | Buy |
6,698
+741
| +12% | +$33K | 0.26% | 78 |
|
|
2021
Q3 | $253K | Buy |
+5,957
| New | +$253K | 0.29% | 75 |
|