Herold Advisors’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 | $2.13M | Sell |
44,924
-3,018
| -6% | -$143K | 0.45% | 63 |
|
|
2025
Q1 | $2M | Buy |
47,942
+3,132
| +7% | +$131K | 0.44% | 65 |
|
|
2024
Q4 | $1.97M | Buy |
44,810
+751
| +2% | +$33K | 0.43% | 63 |
|
|
2024
Q3 | $1.75M | Sell |
44,059
-654
| -1% | -$26K | 0.38% | 74 |
|
|
2024
Q2 | $1.78M | Buy |
44,713
+12
| +0% | +$477 | 0.41% | 65 |
|
|
2024
Q1 | $1.7M | Sell |
44,701
-2,392
| -5% | -$90.7K | 0.41% | 68 |
|
|
2023
Q4 | $1.59M | Buy |
47,093
+661
| +1% | +$22.3K | 0.44% | 68 |
|
|
2023
Q3 | $1.27M | Buy |
46,432
+1,800
| +4% | +$49.3K | 0.39% | 73 |
|
|
2023
Q2 | $1.28M | Sell |
44,632
-300
| -0.7% | -$8.61K | 0.39% | 77 |
|
|
2023
Q1 | $1.29M | Buy |
44,932
+6,285
| +16% | +$180K | 0.44% | 72 |
|
|
2022
Q4 | $1.28M | Buy |
38,647
+5,304
| +16% | +$176K | 0.54% | 60 |
|
|
2022
Q3 | $1.01M | Buy |
33,343
+774
| +2% | +$23.4K | 0.48% | 68 |
|
|
2022
Q2 | $1.01M | Buy |
32,569
+3
| +0% | +$93 | 0.45% | 74 |
|
|
2022
Q1 | $1.34M | Buy |
32,566
+152
| +0.5% | +$6.27K | 0.48% | 66 |
|
|
2021
Q4 | $1.44M | Buy |
32,414
+1,173
| +4% | +$52.2K | 0.56% | 62 |
|
|
2021
Q3 | $1.33M | Buy |
+31,241
| New | +$1.33M | 0.52% | 64 |
|