Halbert Hargrove Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Buy |
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|
2025
Q2 | $142K | Sell |
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|
2025
Q1 | $132K | Buy |
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|
2024
Q4 | $132K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $627K | Sell |
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|
2022
Q3 | $662K | Buy |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $843K | Buy |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $764K | Buy |
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|
2021
Q1 | $674K | Buy |
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|
2020
Q4 | $410K | Buy |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $307K | Sell |
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|
2020
Q1 | $305K | Buy |
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|
2019
Q4 | $503K | Sell |
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|
2019
Q3 | $447K | Sell |
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|
2019
Q2 | $469K | Buy |
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|
2019
Q1 | $446K | Sell |
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|
2018
Q4 | $401K | Buy |
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|
2018
Q3 | $473K | Sell |
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|
2018
Q2 | $464K | Sell |
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|
2018
Q1 | $512K | Sell |
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|
2017
Q4 | $514K | Sell |
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|
2017
Q3 | $468K | Sell |
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|
2017
Q2 | $455K | Sell |
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|
2017
Q1 | $449K | Sell |
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|
2016
Q4 | $483K | Sell |
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|
2016
Q3 | $343K | Sell |
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|
2016
Q2 | $331K | Sell |
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|
2016
Q1 | $417K | Sell |
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|
2015
Q4 | $661K | Sell |
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|
2015
Q3 | $636K | Sell |
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|
2015
Q2 | $1.51M | Buy |
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|
2015
Q1 | $1.35M | Buy |
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|
2014
Q4 | $975K | Sell |
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|
2014
Q3 | $946K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $842K | Sell |
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|
2013
Q4 | $764K | Buy |
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|
2013
Q3 | $302K | Sell |
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|
2013
Q2 | $297K | Buy |
|