Guardian Capital Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $695K | Hold |
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $559K | Buy |
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|
2023
Q2 | $516K | Buy |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $539K | Buy |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $510K | Buy |
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|
2021
Q1 | $457K | Buy |
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|
2020
Q4 | $309K | Hold |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $151K | Sell |
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|
2019
Q4 | $430K | Sell |
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|
2019
Q3 | $389K | Sell |
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|
2019
Q2 | $422K | Hold |
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|
2019
Q1 | $437K | Sell |
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|
2018
Q4 | $459K | Buy |
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|
2018
Q3 | $516K | Buy |
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|
2018
Q2 | $503K | Sell |
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|
2018
Q1 | $530K | Sell |
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|
2017
Q4 | $710K | Buy |
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|
2017
Q3 | $602K | Buy |
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|
2017
Q2 | $458K | Buy |
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|
2017
Q1 | $351K | Buy |
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|
2016
Q4 | $304K | Buy |
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|
2016
Q3 | $206K | Sell |
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|
2016
Q2 | $274K | Sell |
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|
2016
Q1 | $308K | Sell |
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|
2015
Q4 | $481K | Buy |
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|
2015
Q3 | $389K | Buy |
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|
2015
Q2 | $432K | Buy |
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|
2015
Q1 | $266K | Buy |
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|
2014
Q4 | $213K | Buy |
|