Gleason Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.45M | Buy |
43,019
+520
| +1% | +$27.7K | 0.21% | 28 |
|
|
2026
Q1 | $2.07M | Sell |
42,499
-136
| -0.3% | -$7.02K | 0.21% | 29 |
|
|
2025
Q4 | $2.34M | Buy |
42,635
+145
| +0.3% | +$7.67K | 0.23% | 27 |
|
|
2025
Q3 | $2.19M | Sell |
42,490
-48,563
| -53% | -$2.37M | 0.22% | 28 |
|
|
2025
Q2 | $4.31M | Sell |
91,053
-7,711
| -8% | -$324K | 0.47% | 22 |
|
|
2025
Q1 | $4.12M | Sell |
98,764
-193
| -0.2% | -$8.6K | 0.74% | 18 |
|
|
2024
Q4 | $4.35M | Buy |
98,957
+523
| +0.5% | +$23K | 0.76% | 16 |
|
|
2024
Q3 | $3.91M | Sell |
98,434
-1,085
| -1% | -$43.5K | 0.72% | 16 |
|
|
2024
Q2 | $3.96M | Buy |
99,519
+1,234
| +1% | +$47.3K | 0.8% | 16 |
|
|
2024
Q1 | $3.73M | Sell |
98,285
-2,858
| -3% | -$98.1K | 0.78% | 16 |
|
|
2023
Q4 | $3.41M | Buy |
101,143
+6,318
| +7% | +$184K | 0.78% | 16 |
|
|
2023
Q3 | $2.6M | Sell |
94,825
-377
| -0.4% | -$11.2K | 0.68% | 17 |
|
|
2023
Q2 | $2.73M | Buy |
95,202
+138
| +0.1% | +$3.94K | 0.71% | 17 |
|
|
2023
Q1 | $2.72M | Buy |
95,064
+877
| +0.9% | +$28.9K | 0.78% | 18 |
|
|
2022
Q4 | $3.12M | Buy |
94,187
+623
| +0.7% | +$21.5K | 0.98% | 17 |
|
|
2022
Q3 | $2.83M | Buy |
93,564
+665
| +0.7% | +$22.2K | 0.97% | 12 |
|
|
2022
Q2 | $2.89M | Buy |
92,899
+614
| +0.7% | +$22.1K | 0.99% | 12 |
|
|
2022
Q1 | $3.8M | Sell |
92,285
-1,829
| -2% | -$82.5K | 1.13% | 10 |
|
|
2021
Q4 | $4.19M | Buy |
94,114
+81
| +0.1% | +$3.69K | 1.37% | 10 |
|
|
2021
Q3 | $3.99M | Buy |
94,033
+471
| +0.5% | +$19K | 1.44% | 11 |
|
|
2021
Q2 | $3.86M | Buy |
93,562
+262
| +0.3% | +$10.7K | 1.4% | 11 |
|
|
2021
Q1 | $3.61M | Buy |
93,300
+3,005
| +3% | +$104K | 1.42% | 11 |
|
|
2020
Q4 | $2.74M | Buy |
90,295
+2,524
| +3% | +$67.7K | 1.31% | 13 |
|
|
2020
Q3 | $2.11M | Buy |
87,771
+2,652
| +3% | +$66K | 1.22% | 14 |
|
|
2020
Q2 | $2.02M | Buy |
85,119
+7,287
| +9% | +$172K | 1.25% | 14 |
|
|
2020
Q1 | $1.65M | Sell |
77,832
-22,615
| -23% | -$678K | 1.31% | 14 |
|
|
2019
Q4 | $3.54M | Buy |
+100,447
| New | +$3.25M | 2.11% | 9 |
|
Other funds holding BAC
CRM
DJC
CNB
EB
P
DLA
SIC