Great Lakes Retirement’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 | $11.3M | Buy |
238,774
+3,171
| +1% | +$150K | 1.34% | 16 |
|
|
2025
Q1 | $9.83M | Buy |
235,603
+4,289
| +2% | +$179K | 1.29% | 22 |
|
|
2024
Q4 | $10.2M | Sell |
231,314
-2,084
| -0.9% | -$91.6K | 1.31% | 19 |
|
|
2024
Q3 | $9.26M | Buy |
233,398
+9,673
| +4% | +$384K | 1.19% | 23 |
|
|
2024
Q2 | $8.9M | Buy |
223,725
+14,528
| +7% | +$578K | 1.22% | 22 |
|
|
2024
Q1 | $7.93M | Buy |
209,197
+10,553
| +5% | +$400K | 1.17% | 24 |
|
|
2023
Q4 | $6.69M | Buy |
198,644
+3,857
| +2% | +$130K | 1.1% | 26 |
|
|
2023
Q3 | $5.33M | Buy |
194,787
+14,000
| +8% | +$383K | 0.96% | 27 |
|
|
2023
Q2 | $5.19M | Buy |
180,787
+9,567
| +6% | +$274K | 0.92% | 27 |
|
|
2023
Q1 | $4.9M | Sell |
171,220
-44,516
| -21% | -$1.27M | 0.92% | 23 |
|
|
2022
Q4 | $7.15M | Buy |
+215,736
| New | +$7.15M | 1.83% | 13 |
|
|
2020
Q1 | $1.94M | Buy |
90,538
+22,105
| +32% | +$473K | 0.89% | 22 |
|
|
2019
Q4 | $2.41M | Buy |
+68,433
| New | +$2.41M | 0.74% | 23 |
|