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 |
|