GFPC
Global Financial Private Client’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
40,827
+35
| +0.1% | +$1.66K | 0.72% | 32 |
|
|
2025
Q1 | $1.7M | Buy |
40,792
+178
| +0.4% | +$7.43K | 0.65% | 36 |
|
|
2024
Q4 | $1.78M | Sell |
40,614
-400
| -1% | -$17.6K | 0.67% | 36 |
|
|
2024
Q3 | $1.63M | Buy |
41,014
+1,162
| +3% | +$46.1K | 0.63% | 34 |
|
|
2024
Q2 | $1.58M | Sell |
39,852
-162
| -0.4% | -$6.44K | 0.66% | 35 |
|
|
2024
Q1 | $1.5M | Buy |
40,014
+143
| +0.4% | +$5.37K | 0.65% | 36 |
|
|
2023
Q4 | $1.34M | Hold |
39,871
| – | – | 0.63% | 33 |
|
|
2023
Q3 | $1.06M | Sell |
39,871
-7,154
| -15% | -$191K | 0.55% | 49 |
|
|
2023
Q2 | $1.37M | Buy |
47,025
+86
| +0.2% | +$2.51K | 0.68% | 37 |
|
|
2023
Q1 | $1.34M | Buy |
46,939
+8,233
| +21% | +$235K | 0.69% | 32 |
|
|
2022
Q4 | $1.28M | Buy |
38,706
+75
| +0.2% | +$2.48K | 0.72% | 32 |
|
|
2022
Q3 | $1.2M | Sell |
38,631
-118
| -0.3% | -$3.67K | 0.69% | 33 |
|
|
2022
Q2 | $1.22M | Sell |
38,749
-7,725
| -17% | -$244K | 0.69% | 33 |
|
|
2022
Q1 | $1.9M | Buy |
46,474
+772
| +2% | +$31.6K | 0.92% | 26 |
|
|
2021
Q4 | $2.03M | Buy |
45,702
+99
| +0.2% | +$4.41K | 0.98% | 23 |
|
|
2021
Q3 | $1.96M | Sell |
45,603
-546
| -1% | -$23.5K | 1.01% | 23 |
|
|
2021
Q2 | $1.92M | Sell |
46,149
-5,490
| -11% | -$228K | 1.07% | 19 |
|
|
2021
Q1 | $2.04M | Sell |
51,639
-637
| -1% | -$25.2K | 1.46% | 18 |
|
|
2020
Q4 | $1.58M | Sell |
52,276
-7,024
| -12% | -$213K | 1.26% | 19 |
|
|
2020
Q3 | $1.43M | Sell |
59,300
-514
| -0.9% | -$12.4K | 1.24% | 21 |
|
|
2020
Q2 | $1.39M | Buy |
59,814
+2,820
| +5% | +$65.6K | 1.21% | 20 |
|
|
2020
Q1 | $1.13M | Buy |
56,994
+13,425
| +31% | +$265K | 1.19% | 16 |
|
|
2019
Q4 | $1.53M | Buy |
+43,569
| New | +$1.53M | 1.28% | 16 |
|