Global Retirement Partners’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 | $5.63M | Buy |
+119,025
| New | +$5.63M | 0.14% | 142 |
|
|
2024
Q4 | $5.35M | Buy |
121,747
+28,632
| +31% | +$1.26M | 0.15% | 129 |
|
|
2024
Q3 | $3.69M | Sell |
93,115
-8,930
| -9% | -$354K | 0.11% | 176 |
|
|
2024
Q2 | $4.06M | Buy |
102,045
+3,461
| +4% | +$138K | 0.13% | 159 |
|
|
2024
Q1 | $3.74M | Sell |
98,584
-556
| -0.6% | -$21.1K | 0.14% | 156 |
|
|
2023
Q4 | $3.18M | Buy |
99,140
+4,932
| +5% | +$158K | 0.13% | 157 |
|
|
2023
Q3 | $2.44M | Buy |
94,208
+1,215
| +1% | +$31.5K | 0.12% | 157 |
|
|
2023
Q2 | $2.67M | Buy |
92,993
+10,645
| +13% | +$305K | 0.13% | 147 |
|
|
2023
Q1 | $2.29M | Buy |
82,348
+4,480
| +6% | +$125K | 0.12% | 169 |
|
|
2022
Q4 | $2.58M | Buy |
77,868
+5,975
| +8% | +$198K | 0.18% | 131 |
|
|
2022
Q3 | $2.59M | Buy |
71,893
+1,078
| +2% | +$38.9K | 0.2% | 117 |
|
|
2022
Q2 | $2.2M | Buy |
70,815
+889
| +1% | +$27.7K | 0.18% | 129 |
|
|
2022
Q1 | $2.49M | Buy |
69,926
+13,162
| +23% | +$469K | 0.2% | 117 |
|
|
2021
Q4 | $2.53M | Sell |
56,764
-1,057
| -2% | -$47K | 1.95% | 12 |
|
|
2021
Q3 | $2.45M | Buy |
57,821
+9,247
| +19% | +$392K | 0.24% | 90 |
|
|
2021
Q2 | $2M | Buy |
48,574
+2,001
| +4% | +$82.5K | 0.21% | 111 |
|
|
2021
Q1 | $1.8M | Buy |
46,573
+3,291
| +8% | +$127K | 0.21% | 103 |
|
|
2020
Q4 | $1.31M | Sell |
43,282
-128,455
| -75% | -$3.89M | 0.16% | 126 |
|
|
2020
Q3 | $4.14M | Sell |
171,737
-8
| -0% | -$193 | 0.61% | 35 |
|
|
2020
Q2 | $4.08M | Sell |
171,745
-876
| -0.5% | -$20.8K | 0.65% | 32 |
|
|
2020
Q1 | $3.67M | Sell |
172,621
-16,802
| -9% | -$357K | 0.69% | 29 |
|
|
2019
Q4 | $6.67M | Sell |
189,423
-67
| -0% | -$2.36K | 1.02% | 17 |
|
|
2019
Q3 | $5.53M | Buy |
189,490
+2,754
| +1% | +$80.3K | 0.91% | 22 |
|
|
2019
Q2 | $5.42M | Buy |
186,736
+13,708
| +8% | +$398K | 1.04% | 19 |
|
|
2019
Q1 | $4.77M | Buy |
173,028
+1,815
| +1% | +$50.1K | 1.15% | 14 |
|
|
2018
Q4 | $4.22M | Buy |
171,213
+4,642
| +3% | +$114K | 1.08% | 15 |
|
|
2018
Q3 | $4.91M | Sell |
166,571
-1,607
| -1% | -$47.3K | 1.11% | 10 |
|
|
2018
Q2 | $4.74M | Buy |
168,178
+18,100
| +12% | +$510K | 1.2% | 10 |
|
|
2018
Q1 | $4.5M | Buy |
150,078
+7,408
| +5% | +$222K | 1.24% | 9 |
|
|
2017
Q4 | $4.21M | Buy |
142,670
+130,187
| +1,043% | +$3.84M | 1.16% | 10 |
|
|
2017
Q3 | $316K | Buy |
12,483
+4,489
| +56% | +$114K | 0.13% | 154 |
|
|
2017
Q2 | $194K | Buy |
7,994
+271
| +4% | +$6.58K | 0.09% | 205 |
|
|
2017
Q1 | $182K | Sell |
7,723
-72
| -0.9% | -$1.7K | 0.1% | 188 |
|
|
2016
Q4 | $172K | Buy |
+7,795
| New | +$172K | 0.12% | 169 |
|