HI
Hoey Investments’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Sell |
134,247
-5,047
| -4% | -$239K | 0.93% | 11 |
|
|
2025
Q1 | $5.81M | Sell |
139,294
-20,609
| -13% | -$860K | 1.14% | 11 |
|
|
2024
Q4 | $7.03M | Buy |
159,903
+6,427
| +4% | +$282K | 1.18% | 10 |
|
|
2024
Q3 | $6.1M | Hold |
153,476
| – | – | 1.14% | 10 |
|
|
2024
Q2 | $6.1M | Sell |
153,476
-4,242
| -3% | -$169K | 1.14% | 10 |
|
|
2024
Q1 | $5.98M | Sell |
157,718
-5,062
| -3% | -$192K | 1.31% | 9 |
|
|
2023
Q4 | $5.48M | Sell |
162,780
-85,258
| -34% | -$2.87M | 1.53% | 8 |
|
|
2023
Q3 | $6.79M | Buy |
248,038
+9,508
| +4% | +$260K | 2.25% | 6 |
|
|
2023
Q2 | $6.84M | Buy |
238,530
+39,148
| +20% | +$1.12M | 2.23% | 5 |
|
|
2023
Q1 | $5.7M | Buy |
199,382
+22,307
| +13% | +$638K | 2.23% | 6 |
|
|
2022
Q4 | $5.86M | Sell |
177,075
-38,984
| -18% | -$1.29M | 2.53% | 7 |
|
|
2022
Q3 | $6.53M | Buy |
216,059
+32,024
| +17% | +$967K | 2.56% | 7 |
|
|
2022
Q2 | $5.73M | Sell |
184,035
-7,742
| -4% | -$241K | 2.47% | 8 |
|
|
2022
Q1 | $7.91M | Buy |
191,777
+17,233
| +10% | +$710K | 2.14% | 9 |
|
|
2021
Q4 | $7.77M | Buy |
174,544
+45,722
| +35% | +$2.03M | 1.98% | 13 |
|
|
2021
Q3 | $5.47M | Sell |
128,822
-10,235
| -7% | -$434K | 1.63% | 16 |
|
|
2021
Q2 | $5.73M | Buy |
139,057
+52,875
| +61% | +$2.18M | 1.7% | 13 |
|
|
2021
Q1 | $3.33M | Buy |
86,182
+9,952
| +13% | +$385K | 1.12% | 15 |
|
|
2020
Q4 | $2.31M | Buy |
76,230
+4,394
| +6% | +$133K | 0.83% | 14 |
|
|
2020
Q3 | $1.73M | Sell |
71,836
-8,751
| -11% | -$211K | 0.7% | 18 |
|
|
2020
Q2 | $1.91M | Buy |
80,587
+45,831
| +132% | +$1.09M | 0.94% | 17 |
|
|
2020
Q1 | $738K | Sell |
34,756
-65,217
| -65% | -$1.38M | 0.52% | 20 |
|
|
2019
Q4 | $3.52M | Buy |
+99,973
| New | +$3.52M | 2.5% | 9 |
|