Founders Capital Management (Texas)’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 | $213K | Sell |
4,500
-440
| -9% | -$20.8K | 0.13% | 54 |
|
|
2025
Q1 | $206K | Buy |
4,940
+1
| +0% | +$42 | 0.13% | 54 |
|
|
2024
Q4 | $217K | Sell |
4,939
-10
| -0.2% | -$440 | 0.14% | 50 |
|
|
2024
Q3 | $196K | Hold |
4,949
| – | – | 0.12% | 53 |
|
|
2024
Q2 | $197K | Hold |
4,949
| – | – | 0.13% | 52 |
|
|
2024
Q1 | $188K | Hold |
4,949
| – | – | 0.13% | 57 |
|
|
2023
Q4 | $167K | Sell |
4,949
-159
| -3% | -$5.35K | 0.12% | 58 |
|
|
2023
Q3 | $140K | Buy |
5,108
+460
| +10% | +$12.6K | 0.11% | 64 |
|
|
2023
Q2 | $133K | Sell |
4,648
-6
| -0.1% | -$172 | 0.1% | 78 |
|
|
2023
Q1 | $133K | Sell |
4,654
-4
| -0.1% | -$114 | 0.1% | 74 |
|
|
2022
Q4 | $154K | Hold |
4,658
| – | – | 0.12% | 68 |
|
|
2022
Q3 | $141K | Buy |
4,658
+3,756
| +416% | +$114K | 0.12% | 71 |
|
|
2022
Q2 | $28K | Sell |
902
-188
| -17% | -$5.84K | 0.02% | 188 |
|
|
2022
Q1 | $48K | Hold |
1,090
| – | – | 0.03% | 125 |
|
|
2021
Q4 | $48K | Hold |
1,090
| – | – | 0.03% | 125 |
|
|
2021
Q3 | $46K | Sell |
1,090
-603
| -36% | -$25.4K | 0.03% | 125 |
|
|
2021
Q2 | $70K | Buy |
1,693
+603
| +55% | +$24.9K | 0.05% | 102 |
|
|
2021
Q1 | $42K | Hold |
1,090
| – | – | 0.03% | 121 |
|
|
2020
Q4 | $33K | Buy |
+1,090
| New | +$33K | 0.02% | 141 |
|
|
2020
Q1 | $70K | Hold |
3,290
| – | – | 0.07% | 71 |
|
|
2019
Q4 | $116K | Sell |
3,290
-300
| -8% | -$10.6K | 0.09% | 70 |
|
|
2019
Q3 | $105K | Sell |
3,590
-17,720
| -83% | -$518K | 0.08% | 78 |
|
|
2019
Q2 | $618K | Hold |
21,310
| – | – | 0.55% | 34 |
|
|
2019
Q1 | $588K | Hold |
21,310
| – | – | 0.55% | 35 |
|
|
2018
Q4 | $525K | Buy |
21,310
+2,500
| +13% | +$61.6K | 0.56% | 36 |
|
|
2018
Q3 | $554K | Hold |
18,810
| – | – | 0.46% | 41 |
|
|
2018
Q2 | $530K | Hold |
18,810
| – | – | 0.47% | 44 |
|
|
2018
Q1 | $564K | Sell |
18,810
-1
| -0% | -$30 | 0.47% | 47 |
|
|
2017
Q4 | $555K | Sell |
18,811
-1,999
| -10% | -$59K | 0.46% | 51 |
|
|
2017
Q3 | $527K | Hold |
20,810
| – | – | 0.44% | 53 |
|
|
2017
Q2 | $505K | Hold |
20,810
| – | – | 0.45% | 54 |
|
|
2017
Q1 | $491K | Buy |
+20,810
| New | +$491K | 0.44% | 57 |
|