Harvest Portfolios Group’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
$6.26M Sell
132,382
-20,706
-14% -$980K 0.15% 92
2025
Q1
$6.39M Buy
153,088
+13,752
+10% +$574K 0.19% 82
2024
Q4
$6.12M Sell
139,336
-10,534
-7% -$463K 0.2% 71
2024
Q3
$5.95M Sell
149,870
-4,264
-3% -$169K 0.2% 79
2024
Q2
$6.13M Sell
154,134
-5,114
-3% -$203K 0.23% 69
2024
Q1
$6.04M Buy
159,248
+8,350
+6% +$317K 0.24% 71
2023
Q4
$5.08M Sell
150,898
-14,997
-9% -$505K 0.22% 71
2023
Q3
$4.54M Buy
165,895
+2,841
+2% +$77.8K 0.21% 71
2023
Q2
$4.68M Sell
163,054
-501,351
-75% -$14.4M 0.21% 74
2023
Q1
$19M Buy
664,405
+114,035
+21% +$3.26M 0.93% 31
2022
Q4
$18.2M Buy
+550,370
New +$18.2M 1.05% 31