Heritage Wealth 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 | $1M | Hold |
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|
2025
Q2 | $919K | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $993K | Sell |
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|
2023
Q3 | $861K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $1.75M | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $3.85M | Sell |
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|
2021
Q3 | $3.67M | Sell |
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|
2021
Q2 | $3.57M | Sell |
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|
2021
Q1 | $3.78M | Sell |
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|
2020
Q4 | $2.99M | Buy |
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|
2020
Q3 | $787K | Buy |
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|
2020
Q2 | $720K | Hold |
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|
2020
Q1 | $644K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $890K | Sell |
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|
2019
Q2 | $984K | Buy |
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|
2019
Q1 | $889K | Hold |
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|
2018
Q4 | $794K | Hold |
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|
2018
Q3 | $949K | Hold |
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|
2018
Q2 | $909K | Sell |
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|
2018
Q1 | $982K | Hold |
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|
2017
Q4 | $967K | Sell |
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|
2017
Q3 | $834K | Buy |
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|
2017
Q2 | $764K | Hold |
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|
2017
Q1 | $742K | Hold |
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|
2016
Q4 | $695K | Buy |
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|
2016
Q3 | $473K | Buy |
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|
2016
Q2 | $388K | Buy |
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|
2016
Q1 | $351K | Buy |
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|
2015
Q4 | $408K | Hold |
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|
2015
Q3 | $377K | Hold |
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|
2015
Q2 | $412K | Hold |
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|
2015
Q1 | $372K | Hold |
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|
2014
Q4 | $433K | Buy |
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|
2014
Q3 | $291K | Buy |
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|
2014
Q2 | $194K | Hold |
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|
2014
Q1 | $217K | Sell |
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|
2013
Q4 | $201K | Buy |
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