Golden State Wealth Management’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 | $1.18M | Buy |
25,037
+761
| +3% | +$36K | 0.14% | 125 |
|
|
2025
Q1 | $1.01M | Buy |
24,276
+1,765
| +8% | +$73.7K | 0.15% | 119 |
|
|
2024
Q4 | $989K | Buy |
+22,511
| New | +$989K | 0.15% | 118 |
|
|
2022
Q1 | $985K | Sell |
23,896
-11,806
| -33% | -$487K | 0.19% | 102 |
|
|
2021
Q4 | $1.59M | Buy |
35,702
+9,940
| +39% | +$442K | 0.27% | 68 |
|
|
2021
Q3 | $1.09M | Buy |
25,762
+22
| +0.1% | +$934 | 0.24% | 75 |
|
|
2021
Q2 | $1.06M | Buy |
25,740
+2,094
| +9% | +$86.3K | 0.23% | 86 |
|
|
2021
Q1 | $914K | Sell |
23,646
-10,051
| -30% | -$389K | 0.3% | 61 |
|
|
2020
Q4 | $1.02M | Buy |
33,697
+10,678
| +46% | +$324K | 0.3% | 64 |
|
|
2020
Q3 | $555K | Sell |
23,019
-12,280
| -35% | -$296K | 0.19% | 92 |
|
|
2020
Q2 | $838K | Buy |
35,299
+8,262
| +31% | +$196K | 0.27% | 64 |
|
|
2020
Q1 | $574K | Buy |
+27,037
| New | +$574K | 0.25% | 67 |
|
|
2019
Q4 | – | Sell |
-31,368
| Closed | -$915K | – | 124 |
|
|
2019
Q3 | $915K | Buy |
31,368
+5,664
| +22% | +$165K | 0.3% | 64 |
|
|
2019
Q2 | $745K | Sell |
25,704
-1,590
| -6% | -$46.1K | 0.24% | 85 |
|
|
2019
Q1 | $753K | Buy |
+27,294
| New | +$753K | 0.25% | 81 |
|