Freedom Investment Management’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 | $996K | Sell |
21,042
-3,278
| -13% | -$155K | 0.08% | 251 |
|
|
2025
Q1 | $1.01M | Sell |
24,320
-5,144
| -17% | -$215K | 0.09% | 232 |
|
|
2024
Q4 | $1.29M | Sell |
29,464
-1,453
| -5% | -$63.9K | 0.11% | 176 |
|
|
2024
Q3 | $1.23M | Buy |
30,917
+3,910
| +14% | +$155K | 0.1% | 193 |
|
|
2024
Q2 | $1.07M | Buy |
27,007
+1,807
| +7% | +$71.9K | 0.09% | 220 |
|
|
2024
Q1 | $956K | Buy |
25,200
+2,413
| +11% | +$91.5K | 0.08% | 258 |
|
|
2023
Q4 | $767K | Sell |
22,787
-1,319
| -5% | -$44.4K | 0.06% | 331 |
|
|
2023
Q3 | $660K | Sell |
24,106
-1,931
| -7% | -$52.9K | 0.08% | 307 |
|
|
2023
Q2 | $747K | Buy |
26,037
+5,101
| +24% | +$146K | 0.08% | 302 |
|
|
2023
Q1 | $599K | Sell |
20,936
-2,396
| -10% | -$68.5K | 0.07% | 353 |
|
|
2022
Q4 | $773K | Sell |
23,332
-1,821
| -7% | -$60.3K | 0.09% | 302 |
|
|
2022
Q3 | $760K | Sell |
25,153
-3,244
| -11% | -$98K | 0.09% | 295 |
|
|
2022
Q2 | $884K | Sell |
28,397
-5,492
| -16% | -$171K | 0.09% | 286 |
|
|
2022
Q1 | $1.4M | Sell |
33,889
-8,951
| -21% | -$369K | 0.13% | 216 |
|
|
2021
Q4 | $1.91M | Buy |
42,840
+250
| +0.6% | +$11.1K | 0.14% | 191 |
|
|
2021
Q3 | $1.81M | Sell |
42,590
-14,589
| -26% | -$619K | 0.14% | 197 |
|
|
2021
Q2 | $2.36M | Sell |
57,179
-7,259
| -11% | -$299K | 0.18% | 141 |
|
|
2021
Q1 | $2.49M | Sell |
64,438
-9,002
| -12% | -$348K | 0.19% | 119 |
|
|
2020
Q4 | $2.23M | Buy |
73,440
+1,365
| +2% | +$41.4K | 0.24% | 91 |
|
|
2020
Q3 | $1.74M | Sell |
72,075
-12,670
| -15% | -$305K | 0.19% | 110 |
|
|
2020
Q2 | $2.01M | Sell |
84,745
-54,888
| -39% | -$1.3M | 0.22% | 97 |
|
|
2020
Q1 | $4.83M | Sell |
139,633
-2,845
| -2% | -$98.5K | 0.43% | 49 |
|
|
2019
Q4 | $5.02M | Buy |
142,478
+1,424
| +1% | +$50.2K | 0.44% | 48 |
|
|
2019
Q3 | $4.12M | Buy |
141,054
+8,657
| +7% | +$253K | 0.36% | 47 |
|
|
2019
Q2 | $3.84M | Buy |
132,397
+7,034
| +6% | +$204K | 0.32% | 55 |
|
|
2019
Q1 | $3.46M | Buy |
125,363
+16,829
| +16% | +$464K | 0.28% | 70 |
|
|
2018
Q4 | $2.67M | Sell |
108,534
-10,810
| -9% | -$266K | 0.21% | 79 |
|
|
2018
Q3 | $3.72M | Buy |
119,344
+3,574
| +3% | +$111K | 0.23% | 65 |
|
|
2018
Q2 | $3.26M | Buy |
115,770
+4,596
| +4% | +$130K | 0.2% | 82 |
|
|
2018
Q1 | $3.33M | Sell |
111,174
-5,225
| -4% | -$157K | 0.17% | 89 |
|
|
2017
Q4 | $3.44M | Buy |
116,399
+26,542
| +30% | +$783K | 0.18% | 72 |
|
|
2017
Q3 | $2.28M | Buy |
89,857
+12,923
| +17% | +$327K | 0.13% | 121 |
|
|
2017
Q2 | $1.87M | Buy |
76,934
+9,655
| +14% | +$234K | 0.11% | 136 |
|
|
2017
Q1 | $1.59M | Buy |
67,279
+22,557
| +50% | +$532K | 0.09% | 169 |
|
|
2016
Q4 | $988K | Sell |
44,722
-10,234
| -19% | -$226K | 0.06% | 244 |
|
|
2016
Q3 | $860K | Sell |
54,956
-11,007
| -17% | -$172K | 0.06% | 284 |
|
|
2016
Q2 | $875K | Sell |
65,963
-5,452
| -8% | -$72.3K | 0.06% | 249 |
|
|
2016
Q1 | $966K | Sell |
71,415
-23,167
| -24% | -$313K | 0.07% | 223 |
|
|
2015
Q4 | $1.59M | Buy |
94,582
+89,900
| +1,920% | +$1.51M | 0.12% | 114 |
|
|
2015
Q3 | $621K | Sell |
4,682
-30,685
| -87% | -$4.07M | 0.06% | 271 |
|
|
2015
Q2 | $602K | Buy |
35,367
+5,638
| +19% | +$96K | 0.06% | 288 |
|
|
2015
Q1 | $458K | Buy |
29,729
+5,902
| +25% | +$90.9K | 0.05% | 336 |
|
|
2014
Q4 | $426K | Buy |
23,827
+3,988
| +20% | +$71.3K | 0.06% | 321 |
|
|
2014
Q3 | $338K | Buy |
19,839
+1,344
| +7% | +$22.9K | 0.06% | 311 |
|
|
2014
Q2 | $284K | Buy |
18,495
+3,530
| +24% | +$54.2K | 0.05% | 351 |
|
|
2014
Q1 | $257K | Buy |
14,965
+3,015
| +25% | +$51.8K | 0.05% | 329 |
|
|
2013
Q4 | $186K | Sell |
11,950
-13
| -0.1% | -$202 | 0.05% | 403 |
|
|
2013
Q3 | $165K | Buy |
11,963
+906
| +8% | +$12.5K | 0.05% | 350 |
|
|
2013
Q2 | $142K | Buy |
+11,057
| New | +$142K | 0.05% | 303 |
|