HFG 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 | $247K | Buy |
+5,213
| New | +$247K | 0.2% | 82 |
|
|
2024
Q2 | – | Sell |
-6,880
| Closed | -$261K | – | 96 |
|
|
2024
Q1 | $261K | Sell |
6,880
-1,234
| -15% | -$46.8K | 0.23% | 86 |
|
|
2023
Q4 | $273K | Hold |
8,114
| – | – | 0.26% | 78 |
|
|
2023
Q3 | $222K | Buy |
8,114
+234
| +3% | +$6.41K | 0.24% | 80 |
|
|
2023
Q2 | $226K | Hold |
7,880
| – | – | 0.24% | 79 |
|
|
2023
Q1 | $225K | Hold |
7,880
| – | – | 0.26% | 74 |
|
|
2022
Q4 | $261K | Sell |
7,880
-1,000
| -11% | -$33.1K | 0.31% | 71 |
|
|
2022
Q3 | $268K | Sell |
8,880
-262
| -3% | -$7.91K | 0.37% | 58 |
|
|
2022
Q2 | $285K | Buy |
9,142
+3,000
| +49% | +$93.5K | 0.38% | 56 |
|
|
2022
Q1 | $253K | Buy |
6,142
+1,200
| +24% | +$49.4K | 0.29% | 71 |
|
|
2021
Q4 | $220K | Buy |
+4,942
| New | +$220K | 0.25% | 74 |
|