GLOBALT Investments’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 | $10.4M | Sell |
219,791
-12,982
| -6% | -$614K | 0.4% | 30 |
|
|
2025
Q1 | $9.71M | Sell |
232,773
-1,659
| -0.7% | -$69.2K | 0.4% | 32 |
|
|
2024
Q4 | $10.3M | Sell |
234,432
-3,664
| -2% | -$161K | 0.39% | 29 |
|
|
2024
Q3 | $9.45M | Buy |
238,096
+7,751
| +3% | +$308K | 0.35% | 30 |
|
|
2024
Q2 | $9.16M | Sell |
230,345
-2,605
| -1% | -$104K | 0.37% | 33 |
|
|
2024
Q1 | $8.83M | Buy |
232,950
+77,019
| +49% | +$2.92M | 0.35% | 34 |
|
|
2023
Q4 | $5.25M | Buy |
+155,931
| New | +$5.25M | 0.22% | 69 |
|