Future Financial Wealth 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 | $120K | Buy |
2,540
+2
| +0.1% | +$95 | 0.08% | 151 |
|
|
2025
Q1 | $106K | Buy |
2,538
+2
| +0.1% | +$83 | 0.08% | 150 |
|
|
2024
Q4 | $111K | Sell |
2,536
-813
| -24% | -$35.7K | 0.08% | 149 |
|
|
2024
Q3 | $133K | Buy |
+3,349
| New | +$133K | 0.09% | 141 |
|
|
2024
Q2 | – | Sell |
-5,641
| Closed | -$214K | – | 141 |
|
|
2024
Q1 | $214K | Sell |
5,641
-990
| -15% | -$37.5K | 0.16% | 104 |
|
|
2023
Q4 | $223K | Buy |
+6,631
| New | +$223K | 0.22% | 91 |
|
|
2023
Q3 | – | Sell |
-7,795
| Closed | -$224K | – | 103 |
|
|
2023
Q2 | $224K | Sell |
7,795
-123
| -2% | -$3.53K | 0.24% | 95 |
|
|
2023
Q1 | $226K | Buy |
7,918
+1,246
| +19% | +$35.6K | 0.25% | 95 |
|
|
2022
Q4 | $221K | Buy |
6,672
+11
| +0.2% | +$364 | 0.25% | 93 |
|
|
2022
Q3 | $207K | Buy |
6,661
+6
| +0.1% | +$186 | 0.24% | 106 |
|
|
2022
Q2 | $274K | Hold |
6,655
| – | – | 0.27% | 97 |
|
|
2022
Q1 | $274K | Buy |
6,655
+5
| +0.1% | +$206 | 0.23% | 97 |
|
|
2021
Q4 | $307K | Buy |
6,650
+10
| +0.2% | +$462 | 0.25% | 92 |
|
|
2021
Q3 | $274K | Hold |
6,640
| – | – | 0.28% | 94 |
|
|
2021
Q2 | $274K | Buy |
6,640
+4
| +0.1% | +$165 | 0.28% | 94 |
|
|
2021
Q1 | $257K | Buy |
6,636
+5
| +0.1% | +$194 | 0.3% | 88 |
|
|
2020
Q4 | $201K | Buy |
+6,631
| New | +$201K | 0.23% | 111 |
|