Hardy Reed’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 | $365K | Sell |
7,712
-308
| -4% | -$14.6K | 0.03% | 170 |
|
|
2025
Q1 | $335K | Buy |
8,020
+143
| +2% | +$5.97K | 0.03% | 172 |
|
|
2024
Q4 | $346K | Hold |
7,877
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $313K | Sell |
7,877
-7
| -0.1% | -$278 | 0.03% | 183 |
|
|
2024
Q2 | $314K | Buy |
7,884
+133
| +2% | +$5.29K | 0.03% | 174 |
|
|
2024
Q1 | $294K | Sell |
7,751
-835
| -10% | -$31.7K | 0.04% | 91 |
|
|
2023
Q4 | $289K | Sell |
8,586
-120
| -1% | -$4.04K | 0.04% | 95 |
|
|
2023
Q3 | $238K | Buy |
8,706
+246
| +3% | +$6.74K | 0.04% | 88 |
|
|
2023
Q2 | $243K | Sell |
8,460
-320
| -4% | -$9.18K | 0.04% | 83 |
|
|
2023
Q1 | $251K | Buy |
8,780
+1,000
| +13% | +$28.6K | 0.04% | 91 |
|
|
2022
Q4 | $258K | Hold |
7,780
| – | – | 0.05% | 89 |
|
|
2022
Q3 | $235K | Sell |
7,780
-300
| -4% | -$9.06K | 0.05% | 77 |
|
|
2022
Q2 | $252K | Buy |
8,080
+300
| +4% | +$9.36K | 0.05% | 70 |
|
|
2022
Q1 | $321K | Hold |
7,780
| – | – | 0.06% | 63 |
|
|
2021
Q4 | $346K | Sell |
7,780
-902
| -10% | -$40.1K | 0.06% | 75 |
|
|
2021
Q3 | $369K | Sell |
8,682
-315
| -4% | -$13.4K | 0.07% | 70 |
|
|
2021
Q2 | $371K | Sell |
8,997
-25
| -0.3% | -$1.03K | 0.07% | 68 |
|
|
2021
Q1 | $349K | Sell |
9,022
-30
| -0.3% | -$1.16K | 0.07% | 68 |
|
|
2020
Q4 | $274K | Hold |
9,052
| – | – | 0.06% | 82 |
|
|
2020
Q3 | $218K | Buy |
+9,052
| New | +$218K | 0.05% | 81 |
|
|
2020
Q1 | – | Sell |
-8,923
| Closed | -$314K | – | 65 |
|
|
2019
Q4 | $314K | Buy |
8,923
+1,808
| +25% | +$63.6K | 0.12% | 51 |
|
|
2019
Q3 | $208K | Buy |
+7,115
| New | +$208K | 0.08% | 62 |
|