Glass Jacobson Investment Advisors’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 | $24.8K | Sell |
524
-273
| -34% | -$12.9K | 0.01% | 365 |
|
|
2025
Q1 | $35K | Hold |
797
| – | – | 0.01% | 426 |
|
|
2024
Q4 | $35K | Buy |
797
+276
| +53% | +$12.1K | 0.01% | 426 |
|
|
2024
Q3 | $20.7K | Buy |
521
+1
| +0.2% | +$40 | 0.01% | 487 |
|
|
2024
Q2 | $20.7K | Buy |
520
+1
| +0.2% | +$40 | 0.01% | 474 |
|
|
2024
Q1 | $19.7K | Buy |
519
+2
| +0.4% | +$76 | 0.01% | 480 |
|
|
2023
Q4 | $17.4K | Sell |
517
-501
| -49% | -$16.9K | 0.01% | 462 |
|
|
2023
Q3 | $27.9K | Buy |
1,018
+504
| +98% | +$13.8K | 0.01% | 387 |
|
|
2023
Q2 | $14.7K | Buy |
+514
| New | +$14.7K | 0.01% | 462 |
|
|
2022
Q4 | $53.8K | Buy |
+1,624
| New | +$53.8K | 0.03% | 338 |
|