Gladstone Institutional Advisory’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.66M | Sell |
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|
2025
Q2 | $4.63M | Buy |
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|
2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $3.58M | Sell |
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|
2024
Q3 | $3.24M | Buy |
|
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.13M | Buy |
|
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $4.39M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.89M | Buy |
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|
2021
Q4 | $2.7M | Sell |
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|
2021
Q3 | $2.61M | Sell |
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|
2021
Q2 | $3.28M | Buy |
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|
2021
Q1 | $2.48M | Buy |
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|
2020
Q4 | $682K | Sell |
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|
2020
Q3 | $587K | Buy |
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|
2020
Q2 | $518K | Sell |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $878K | Buy |
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|
2019
Q3 | $656K | Buy |
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|
2019
Q2 | $449K | Buy |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $459K | Buy |
|