Guardian Wealth Advisors (North Carolina)’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 | $2.39M | Sell |
50,498
-235
| -0.5% | -$11.1K | 0.17% | 84 |
|
|
2025
Q1 | $2.12M | Buy |
50,733
+6,924
| +16% | +$289K | 0.17% | 84 |
|
|
2024
Q4 | $1.93M | Buy |
43,809
+1,396
| +3% | +$61.4K | 0.15% | 87 |
|
|
2024
Q3 | $1.68M | Sell |
42,413
-151
| -0.4% | -$5.99K | 0.18% | 76 |
|
|
2024
Q2 | $1.69M | Sell |
42,564
-4,388
| -9% | -$175K | 0.2% | 70 |
|
|
2024
Q1 | $1.78M | Buy |
46,952
+30
| +0.1% | +$1.14K | 0.22% | 66 |
|
|
2023
Q4 | $1.58M | Buy |
46,922
+952
| +2% | +$32.1K | 0.24% | 62 |
|
|
2023
Q3 | $1.26M | Buy |
45,970
+2,315
| +5% | +$63.4K | 0.21% | 70 |
|
|
2023
Q2 | $1.25M | Buy |
43,655
+201
| +0.5% | +$5.77K | 0.21% | 63 |
|
|
2023
Q1 | $1.24M | Buy |
43,454
+1,099
| +3% | +$31.4K | 0.22% | 62 |
|
|
2022
Q4 | $1.4M | Buy |
42,355
+1,183
| +3% | +$39.2K | 0.27% | 47 |
|
|
2022
Q3 | $1.24M | Buy |
41,172
+4,258
| +12% | +$129K | 0.23% | 50 |
|
|
2022
Q2 | $1.15M | Buy |
36,914
+16,532
| +81% | +$515K | 0.21% | 55 |
|
|
2022
Q1 | $840K | Sell |
20,382
-4,201
| -17% | -$173K | 0.36% | 49 |
|
|
2021
Q4 | $1.09M | Buy |
+24,583
| New | +$1.09M | 0.47% | 42 |
|