GeoWealth 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 | $2.47M | Sell |
52,130
-3,176
| -6% | -$150K | 0.1% | 125 |
|
|
2025
Q1 | $2.31M | Sell |
55,306
-15,807
| -22% | -$660K | 0.09% | 126 |
|
|
2024
Q4 | $3.13M | Buy |
71,113
+6,966
| +11% | +$306K | 0.1% | 135 |
|
|
2024
Q3 | $2.55M | Sell |
64,147
-6,601
| -9% | -$262K | 0.09% | 161 |
|
|
2024
Q2 | $2.81M | Buy |
70,748
+9,295
| +15% | +$370K | 0.12% | 124 |
|
|
2024
Q1 | $2.33M | Buy |
61,453
+20,820
| +51% | +$789K | 0.09% | 161 |
|
|
2023
Q4 | $1.37M | Buy |
40,633
+31,226
| +332% | +$1.05M | 0.11% | 176 |
|
|
2023
Q3 | $257K | Buy |
9,407
+137
| +1% | +$3.74K | 0.03% | 250 |
|
|
2023
Q2 | $266K | Buy |
9,270
+440
| +5% | +$12.6K | 0.03% | 221 |
|
|
2023
Q1 | $252K | Sell |
8,830
-727
| -8% | -$20.7K | 0.03% | 190 |
|
|
2022
Q4 | $317K | Sell |
9,557
-55
| -0.6% | -$1.82K | 0.03% | 187 |
|
|
2022
Q3 | $290K | Buy |
9,612
+812
| +9% | +$24.5K | 0.03% | 203 |
|
|
2022
Q2 | $274K | Sell |
8,800
-862
| -9% | -$26.8K | 0.04% | 217 |
|
|
2022
Q1 | $398K | Sell |
9,662
-3,722
| -28% | -$153K | 0.04% | 232 |
|
|
2021
Q4 | $596K | Buy |
13,384
+79
| +0.6% | +$3.52K | 0.05% | 187 |
|
|
2021
Q3 | $564K | Sell |
13,305
-1,506
| -10% | -$63.8K | 0.05% | 201 |
|
|
2021
Q2 | $610K | Buy |
14,811
+1,694
| +13% | +$69.8K | 0.08% | 132 |
|
|
2021
Q1 | $508K | Buy |
13,117
+10,871
| +484% | +$421K | 0.08% | 116 |
|
|
2020
Q4 | $69K | Buy |
+2,246
| New | +$69K | 0.01% | 198 |
|
|
2019
Q4 | – | Sell |
-8,175
| Closed | -$238K | – | 107 |
|
|
2019
Q3 | $238K | Buy |
+8,175
| New | +$238K | 0.05% | 179 |
|