Gladstone Institutional Advisory’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 | $4.63M | Buy |
97,928
+10,164
| +12% | +$481K | 0.19% | 122 |
|
|
2025
Q1 | $3.66M | Buy |
87,764
+6,380
| +8% | +$266K | 0.17% | 142 |
|
|
2024
Q4 | $3.58M | Sell |
81,384
-391
| -0.5% | -$17.2K | 0.17% | 146 |
|
|
2024
Q3 | $3.24M | Buy |
81,775
+33,205
| +68% | +$1.32M | 0.16% | 156 |
|
|
2024
Q2 | $1.93M | Buy |
48,570
+1,226
| +3% | +$48.8K | 0.1% | 223 |
|
|
2024
Q1 | $1.8M | Sell |
47,344
-9,837
| -17% | -$373K | 0.1% | 219 |
|
|
2023
Q4 | $1.93M | Sell |
57,181
-11,376
| -17% | -$383K | 0.11% | 204 |
|
|
2023
Q3 | $1.88M | Sell |
68,557
-5,575
| -8% | -$153K | 0.12% | 192 |
|
|
2023
Q2 | $2.13M | Buy |
74,132
+4,476
| +6% | +$128K | 0.13% | 188 |
|
|
2023
Q1 | $1.99M | Sell |
69,656
-2,256
| -3% | -$64.5K | 0.13% | 194 |
|
|
2022
Q4 | $2.38M | Sell |
71,912
-73,626
| -51% | -$2.44M | 0.17% | 174 |
|
|
2022
Q3 | $4.4M | Buy |
145,538
+65,403
| +82% | +$1.98M | 0.34% | 76 |
|
|
2022
Q2 | $2.5M | Buy |
80,135
+10,039
| +14% | +$313K | 0.2% | 129 |
|
|
2022
Q1 | $2.89M | Buy |
70,096
+9,396
| +15% | +$387K | 0.2% | 136 |
|
|
2021
Q4 | $2.7M | Sell |
60,700
-847
| -1% | -$37.7K | 0.21% | 131 |
|
|
2021
Q3 | $2.61M | Sell |
61,547
-18,022
| -23% | -$765K | 0.26% | 112 |
|
|
2021
Q2 | $3.28M | Buy |
79,569
+15,579
| +24% | +$642K | 0.39% | 66 |
|
|
2021
Q1 | $2.48M | Buy |
63,990
+41,489
| +184% | +$1.61M | 0.38% | 65 |
|
|
2020
Q4 | $682K | Sell |
22,501
-1,871
| -8% | -$56.7K | 0.14% | 134 |
|
|
2020
Q3 | $587K | Buy |
24,372
+2,545
| +12% | +$61.3K | 0.14% | 131 |
|
|
2020
Q2 | $518K | Sell |
21,827
-39
| -0.2% | -$926 | 0.13% | 126 |
|
|
2020
Q1 | $465K | Sell |
21,866
-3,069
| -12% | -$65.3K | 0.12% | 145 |
|
|
2019
Q4 | $878K | Buy |
24,935
+2,459
| +11% | +$86.6K | 0.22% | 95 |
|
|
2019
Q3 | $656K | Buy |
22,476
+7,017
| +45% | +$205K | 0.17% | 109 |
|
|
2019
Q2 | $449K | Buy |
15,459
+1,792
| +13% | +$52K | 0.14% | 149 |
|
|
2019
Q1 | $377K | Sell |
13,667
-4,969
| -27% | -$137K | 0.14% | 134 |
|
|
2018
Q4 | $459K | Buy |
+18,636
| New | +$459K | 0.27% | 89 |
|