Greenwood Gearhart’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
$473K Sell
9,989
-719
-7% -$34K 0.03% 85
2025
Q1
$447K Sell
10,708
-323
-3% -$13.5K 0.03% 81
2024
Q4
$485K Buy
+11,031
New +$485K 0.03% 97
2024
Q1
Sell
-4,890
Closed -$165K 120
2023
Q4
$165K Sell
4,890
-4,000
-45% -$135K 0.02% 106
2023
Q3
$243K Sell
8,890
-911
-9% -$24.9K 0.03% 87
2023
Q2
$281K Sell
9,801
-1,982
-17% -$56.9K 0.03% 88
2023
Q1
$337K Sell
11,783
-355
-3% -$10.2K 0.04% 78
2022
Q4
$402K Sell
12,138
-240
-2% -$7.95K 0.06% 74
2022
Q3
$374K Sell
12,378
-105
-0.8% -$3.17K 0.06% 74
2022
Q2
$389K Sell
12,483
-202
-2% -$6.3K 0.06% 73
2022
Q1
$523K Hold
12,685
0.07% 72
2021
Q4
$564K Buy
12,685
+3,948
+45% +$176K 0.08% 69
2021
Q3
$371K Buy
8,737
+2,188
+33% +$92.9K 0.06% 71
2021
Q2
$270K Buy
6,549
+948
+17% +$39.1K 0.04% 76
2021
Q1
$217K Buy
+5,601
New +$217K 0.04% 79
2019
Q2
Sell
-8,790
Closed -$243K 71
2019
Q1
$243K Buy
+8,790
New +$243K 0.07% 67