Howard Financial Services’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 | $393K | Buy |
8,303
+617
| +8% | +$29.2K | 0.05% | 125 |
|
|
2025
Q1 | $321K | Buy |
7,686
+104
| +1% | +$4.34K | 0.04% | 134 |
|
|
2024
Q4 | $333K | Buy |
7,582
+794
| +12% | +$34.9K | 0.05% | 135 |
|
|
2024
Q3 | $269K | Buy |
6,788
+15
| +0.2% | +$595 | 0.04% | 135 |
|
|
2024
Q2 | $269K | Buy |
6,773
+10
| +0.1% | +$398 | 0.04% | 126 |
|
|
2024
Q1 | $256K | Sell |
6,763
-994
| -13% | -$37.7K | 0.04% | 131 |
|
|
2023
Q4 | $261K | Buy |
+7,757
| New | +$261K | 0.05% | 129 |
|
|
2021
Q2 | – | Sell |
-7,409
| Closed | -$287K | – | 125 |
|
|
2021
Q1 | $287K | Sell |
7,409
-2,971
| -29% | -$115K | 0.13% | 94 |
|
|
2020
Q4 | $315K | Sell |
10,380
-1,233
| -11% | -$37.4K | 0.17% | 75 |
|
|
2020
Q3 | $280K | Buy |
11,613
+45
| +0.4% | +$1.09K | 0.18% | 70 |
|
|
2020
Q2 | $275K | Buy |
11,568
+46
| +0.4% | +$1.09K | 0.2% | 63 |
|
|
2020
Q1 | $245K | Buy |
11,522
+2,032
| +21% | +$43.2K | 0.22% | 60 |
|
|
2019
Q4 | $334K | Buy |
9,490
+16
| +0.2% | +$563 | 0.21% | 68 |
|
|
2019
Q3 | $276K | Buy |
9,474
+36
| +0.4% | +$1.05K | 0.18% | 72 |
|
|
2019
Q2 | $274K | Buy |
9,438
+17
| +0.2% | +$494 | 0.19% | 71 |
|
|
2019
Q1 | $260K | Hold |
9,421
| – | – | 0.18% | 72 |
|
|
2018
Q4 | $232K | Buy |
+9,421
| New | +$232K | 0.18% | 76 |
|