GoalVest Advisory’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 | $119K | Sell |
2,508
-26
| -1% | -$1.23K | 0.03% | 159 |
|
|
2025
Q1 | $106K | Buy |
2,534
+41
| +2% | +$1.71K | 0.03% | 146 |
|
|
2024
Q4 | $110K | Buy |
2,493
+136
| +6% | +$5.98K | 0.03% | 144 |
|
|
2024
Q3 | $93.5K | Hold |
2,357
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $93.8K | Sell |
2,357
-80
| -3% | -$3.18K | 0.03% | 135 |
|
|
2024
Q1 | $92.4K | Buy |
2,437
+80
| +3% | +$3.03K | 0.03% | 148 |
|
|
2023
Q4 | $79.4K | Sell |
2,357
-8
| -0.3% | -$269 | 0.03% | 106 |
|
|
2023
Q3 | $64.8K | Sell |
2,365
-72
| -3% | -$1.97K | 0.03% | 127 |
|
|
2023
Q2 | $69.9K | Sell |
2,437
-266
| -10% | -$7.63K | 0.04% | 121 |
|
|
2023
Q1 | $77.3K | Buy |
2,703
+1,229
| +83% | +$35.2K | 0.05% | 98 |
|
|
2022
Q4 | $48.8K | Hold |
1,474
| – | – | 0.03% | 110 |
|
|
2022
Q3 | $45K | Sell |
1,474
-42,339
| -97% | -$1.29M | 0.03% | 117 |
|
|
2022
Q2 | $1.37M | Sell |
43,813
-2,731
| -6% | -$85.3K | 0.87% | 31 |
|
|
2022
Q1 | $1.92M | Buy |
+46,544
| New | +$1.92M | 1.08% | 27 |
|
|
2021
Q2 | $1.19M | Buy |
28,779
+6,794
| +31% | +$280K | 0.74% | 41 |
|
|
2021
Q1 | $851K | Sell |
21,985
-136
| -0.6% | -$5.26K | 0.63% | 50 |
|
|
2020
Q4 | $670K | Buy |
+22,121
| New | +$670K | 0.56% | 57 |
|