Howe & Rusling’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $10.7M | Buy |
|
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|
2024
Q4 | $8.65M | Sell |
|
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|
2024
Q3 | $8.13M | Sell |
|
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|
2024
Q2 | $8.23M | Sell |
|
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|
2024
Q1 | $11.1M | Sell |
|
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|
2023
Q4 | $13.6M | Sell |
|
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|
2023
Q3 | $12.1M | Sell |
|
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|
2023
Q2 | $13.1M | Sell |
|
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|
2023
Q1 | $13.4M | Buy |
|
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|
2022
Q4 | $12.5M | Sell |
|
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|
2022
Q3 | $11.9M | Buy |
|
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|
2022
Q2 | $12M | Sell |
|
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|
2022
Q1 | $21M | Buy |
|
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|
2021
Q4 | $22.6M | Sell |
|
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|
2021
Q3 | $22M | Buy |
|
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|
2021
Q2 | $19.7M | Buy |
|
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|
2021
Q1 | $14.8M | Buy |
|
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|
2020
Q4 | $10.7M | Buy |
|
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|
2020
Q3 | $5.1M | Sell |
|
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|
2020
Q2 | $5.07M | Buy |
|
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|
2020
Q1 | $4.32M | Sell |
|
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|
2019
Q4 | $10.3M | Buy |
|
|||||
|
2019
Q3 | $8.35M | Sell |
|
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|
2019
Q2 | $8.37M | Sell |
|
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|
2019
Q1 | $8.68M | Buy |
|
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|
2018
Q4 | $6.75M | Sell |
|
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|
2018
Q3 | $10.5M | Buy |
|
|||||
|
2018
Q2 | $9.99M | Buy |
|
|||||
|
2018
Q1 | $5.42M | Buy |
|
|||||
|
2017
Q4 | $4.82M | Buy |
|
|||||
|
2017
Q3 | $4.13M | Sell |
|
|||||
|
2017
Q2 | $4.01M | Sell |
|
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|
2017
Q1 | $3.9M | Buy |
|
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|
2016
Q4 | $66K | Buy |
|
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|
2016
Q3 | $40K | Buy |
|
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|
2016
Q2 | $31K | Sell |
|
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|
2016
Q1 | $159K | Buy |
|
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|
2015
Q4 | $194K | Buy |
|
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|
2015
Q3 | $179K | Sell |
|
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|
2015
Q2 | $203K | Buy |
|
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|
2015
Q1 | $48K | Sell |
|
|||||
|
2014
Q4 | $56K | Buy |
|
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|
2014
Q3 | $48K | Buy |
|
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|
2014
Q2 | $186K | Sell |
|
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|
2014
Q1 | $296K | Buy |
|
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|
2013
Q4 | $164K | Sell |
|
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|
2013
Q3 | $220K | Sell |
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|
2013
Q2 | $222K | Buy |
|