Houlihan Financial Resource 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 | $1.08M | Sell |
22,743
-434
| -2% | -$20.5K | 0.45% | 44 |
|
|
2025
Q1 | $967K | Buy |
23,177
+74
| +0.3% | +$3.09K | 0.43% | 43 |
|
|
2024
Q4 | $1.02M | Buy |
23,103
+69
| +0.3% | +$3.03K | 0.43% | 42 |
|
|
2024
Q3 | $914K | Buy |
23,034
+77
| +0.3% | +$3.06K | 0.38% | 48 |
|
|
2024
Q2 | $913K | Buy |
22,957
+144
| +0.6% | +$5.73K | 0.62% | 31 |
|
|
2024
Q1 | $865K | Buy |
22,813
+82
| +0.4% | +$3.11K | 0.39% | 46 |
|
|
2023
Q4 | $765K | Hold |
22,731
| – | – | 0.37% | 48 |
|
|
2023
Q3 | $599K | Buy |
+22,731
| New | +$599K | 0.32% | 56 |
|
|
2023
Q2 | – | Sell |
-22,460
| Closed | -$642K | – | 139 |
|
|
2023
Q1 | $642K | Hold |
22,460
| – | – | 0.35% | 51 |
|
|
2022
Q4 | $793K | Buy |
22,460
+73
| +0.3% | +$2.58K | 0.46% | 46 |
|
|
2022
Q3 | $725K | Buy |
+22,387
| New | +$725K | 0.44% | 46 |
|
|
2020
Q3 | $582K | Buy |
+21,270
| New | +$582K | 0.34% | 55 |
|
|
2020
Q1 | $448K | Buy |
21,111
+85
| +0.4% | +$1.8K | 0.39% | 54 |
|
|
2019
Q4 | $741K | Buy |
+21,026
| New | +$741K | 0.48% | 50 |
|