Foundations Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
52,061
+2,118
| +4% | +$100K | 0.04% | 283 |
|
|
2025
Q1 | $2.08M | Sell |
49,943
-760
| -1% | -$31.7K | 0.04% | 290 |
|
|
2024
Q4 | $2.23M | Buy |
50,703
+1,599
| +3% | +$70.3K | 0.04% | 272 |
|
|
2024
Q3 | $1.95M | Sell |
49,104
-1,956
| -4% | -$77.6K | 0.04% | 274 |
|
|
2024
Q2 | $2.03M | Sell |
51,060
-3,131
| -6% | -$125K | 0.05% | 233 |
|
|
2024
Q1 | $2.05M | Sell |
54,191
-9,051
| -14% | -$343K | 0.05% | 228 |
|
|
2023
Q4 | $2.12M | Buy |
63,242
+5,252
| +9% | +$176K | 0.06% | 220 |
|
|
2023
Q3 | $1.59M | Sell |
57,990
-4,285
| -7% | -$117K | 0.05% | 243 |
|
|
2023
Q2 | $1.79M | Buy |
62,275
+22,078
| +55% | +$633K | 0.06% | 206 |
|
|
2023
Q1 | $1.15M | Buy |
40,197
+20,312
| +102% | +$581K | 0.04% | 219 |
|
|
2022
Q4 | $659K | Buy |
19,885
+4,774
| +32% | +$158K | 0.03% | 242 |
|
|
2022
Q3 | $456K | Buy |
15,111
+2,783
| +23% | +$84K | 0.02% | 265 |
|
|
2022
Q2 | $382K | Sell |
12,328
-1,773
| -13% | -$54.9K | 0.02% | 267 |
|
|
2022
Q1 | $530K | Sell |
14,101
-9,041
| -39% | -$340K | 0.02% | 183 |
|
|
2021
Q4 | $1.13M | Buy |
23,142
+1,045
| +5% | +$51.1K | 0.04% | 116 |
|
|
2021
Q3 | $977K | Buy |
22,097
+2,309
| +12% | +$102K | 0.04% | 114 |
|
|
2021
Q2 | $792K | Sell |
19,788
-1,378
| -7% | -$55.2K | 0.04% | 115 |
|
|
2021
Q1 | $848K | Buy |
21,166
+11,199
| +112% | +$449K | 0.05% | 92 |
|
|
2020
Q4 | $324K | Buy |
9,967
+244
| +3% | +$7.93K | 0.02% | 138 |
|
|
2020
Q3 | $235K | Sell |
9,723
-3,827
| -28% | -$92.5K | 0.05% | 152 |
|
|
2020
Q2 | $316K | Buy |
13,550
+540
| +4% | +$12.6K | 0.03% | 135 |
|
|
2020
Q1 | $257K | Buy |
13,010
+7,191
| +124% | +$142K | 0.03% | 97 |
|
|
2019
Q4 | $203K | Sell |
5,819
-3,310
| -36% | -$115K | 0.03% | 124 |
|
|
2019
Q3 | $254K | Buy |
9,129
+1,031
| +13% | +$28.7K | 0.03% | 111 |
|
|
2019
Q2 | $235K | Buy |
+8,098
| New | +$235K | 0.04% | 110 |
|
|
2019
Q1 | – | Sell |
-6,981
| Closed | -$201K | – | 99 |
|
|
2018
Q4 | $201K | Sell |
6,981
-3,490
| -33% | -$100K | 0.04% | 98 |
|
|
2018
Q3 | $308K | Buy |
+10,471
| New | +$308K | 0.08% | 79 |
|