Fortem Financial Group’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 | $2M | Buy |
42,339
+17,572
| +71% | +$832K | 0.65% | 46 |
|
|
2025
Q1 | $1.03M | Buy |
24,767
+7,082
| +40% | +$296K | 0.4% | 72 |
|
|
2024
Q4 | $777K | Buy |
17,685
+908
| +5% | +$39.9K | 0.3% | 94 |
|
|
2024
Q3 | $666K | Buy |
16,777
+375
| +2% | +$14.9K | 0.27% | 101 |
|
|
2024
Q2 | $652K | Sell |
16,402
-484
| -3% | -$19.2K | 0.28% | 96 |
|
|
2024
Q1 | $640K | Buy |
16,886
+3,042
| +22% | +$115K | 0.28% | 99 |
|
|
2023
Q4 | $466K | Sell |
13,844
-712
| -5% | -$24K | 0.23% | 107 |
|
|
2023
Q3 | $399K | Sell |
14,556
-1,489
| -9% | -$40.8K | 0.23% | 111 |
|
|
2023
Q2 | $460K | Buy |
16,045
+175
| +1% | +$5.02K | 0.27% | 101 |
|
|
2023
Q1 | $454K | Sell |
15,870
-1,220
| -7% | -$34.9K | 0.3% | 100 |
|
|
2022
Q4 | $566K | Sell |
17,090
-1,457
| -8% | -$48.3K | 0.33% | 91 |
|
|
2022
Q3 | $560K | Sell |
18,547
-3,221
| -15% | -$97.3K | 0.39% | 80 |
|
|
2022
Q2 | $678K | Sell |
21,768
-9,808
| -31% | -$305K | 0.44% | 77 |
|
|
2022
Q1 | $1.3M | Buy |
31,576
+2,820
| +10% | +$116K | 0.57% | 74 |
|
|
2021
Q4 | $1.28M | Buy |
28,756
+4,250
| +17% | +$189K | 0.58% | 65 |
|
|
2021
Q3 | $1.04M | Buy |
24,506
+9,906
| +68% | +$420K | 0.53% | 67 |
|
|
2021
Q2 | $602K | Buy |
14,600
+2,819
| +24% | +$116K | 0.31% | 103 |
|
|
2021
Q1 | $456K | Buy |
11,781
+664
| +6% | +$25.7K | 0.26% | 108 |
|
|
2020
Q4 | $337K | Sell |
11,117
-2,092
| -16% | -$63.4K | 0.2% | 117 |
|
|
2020
Q3 | $318K | Sell |
13,209
-29,787
| -69% | -$717K | 0.23% | 111 |
|
|
2020
Q2 | $1.02M | Sell |
42,996
-6,165
| -13% | -$146K | 0.79% | 46 |
|
|
2020
Q1 | $1.04M | Sell |
49,161
-4,881
| -9% | -$104K | 0.95% | 32 |
|
|
2019
Q4 | $1.9M | Sell |
54,042
-1,614
| -3% | -$56.8K | 1.41% | 19 |
|
|
2019
Q3 | $1.62M | Buy |
55,656
+472
| +0.9% | +$13.8K | 1.38% | 30 |
|
|
2019
Q2 | $1.6M | Sell |
55,184
-1,099
| -2% | -$31.9K | 1.61% | 19 |
|
|
2019
Q1 | $1.55M | Buy |
56,283
+2,321
| +4% | +$64K | 1.61% | 19 |
|
|
2018
Q4 | $1.33M | Buy |
+53,962
| New | +$1.33M | 1.6% | 24 |
|