Hudson Valley Investment 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 | $3.87M | Sell |
81,758
-7,385
| -8% | -$349K | 0.42% | 68 |
|
|
2025
Q1 | $3.72M | Sell |
89,143
-7,485
| -8% | -$312K | 0.44% | 63 |
|
|
2024
Q4 | $4.25M | Sell |
96,628
-1,108
| -1% | -$48.7K | 0.48% | 57 |
|
|
2024
Q3 | $3.88M | Sell |
97,736
-63,821
| -40% | -$2.53M | 0.43% | 63 |
|
|
2024
Q2 | $5.52M | Buy |
161,557
+53,279
| +49% | +$1.82M | 0.72% | 50 |
|
|
2024
Q1 | $4.11M | Sell |
108,278
-32,609
| -23% | -$1.24M | 0.49% | 59 |
|
|
2023
Q4 | $4.81M | Sell |
140,887
-96,275
| -41% | -$3.29M | 0.66% | 51 |
|
|
2023
Q3 | $6.49M | Buy |
237,162
+1,742
| +0.7% | +$47.7K | 0.92% | 34 |
|
|
2023
Q2 | $6.75M | Buy |
235,420
+12,499
| +6% | +$359K | 0.91% | 32 |
|
|
2023
Q1 | $6.38M | Buy |
222,921
+4,464
| +2% | +$128K | 0.89% | 33 |
|
|
2022
Q4 | $7.24M | Buy |
218,457
+2,352
| +1% | +$77.9K | 1.09% | 26 |
|
|
2022
Q3 | $6.53M | Buy |
216,105
+4,039
| +2% | +$122K | 1.05% | 28 |
|
|
2022
Q2 | $6.6M | Sell |
212,066
-3,064
| -1% | -$95.4K | 1.03% | 27 |
|
|
2022
Q1 | $8.87M | Buy |
215,130
+20
| +0% | +$824 | 1.19% | 22 |
|
|
2021
Q4 | $9.57M | Buy |
215,110
+3,184
| +2% | +$142K | 1.5% | 18 |
|
|
2021
Q3 | $9M | Buy |
211,926
+2,870
| +1% | +$122K | 1.54% | 17 |
|
|
2021
Q2 | $8.62M | Buy |
209,056
+5,179
| +3% | +$214K | 1.5% | 18 |
|
|
2021
Q1 | $7.89M | Sell |
203,877
-71
| -0% | -$2.75K | 1.41% | 20 |
|
|
2020
Q4 | $6.18M | Buy |
203,948
+2,332
| +1% | +$70.7K | 1.18% | 28 |
|
|
2020
Q3 | $4.86M | Buy |
201,616
+2,459
| +1% | +$59.2K | 1.05% | 33 |
|
|
2020
Q2 | $4.73M | Buy |
199,157
+13,758
| +7% | +$327K | 1.1% | 31 |
|
|
2020
Q1 | $3.94M | Sell |
185,399
-7,300
| -4% | -$155K | 1.09% | 32 |
|
|
2019
Q4 | $6.79M | Buy |
192,699
+10,012
| +5% | +$353K | 1.45% | 17 |
|
|
2019
Q3 | $5.33M | Buy |
182,687
+7,101
| +4% | +$207K | 1.23% | 24 |
|
|
2019
Q2 | $5.09M | Buy |
175,586
+36,003
| +26% | +$1.04M | 1.18% | 25 |
|
|
2019
Q1 | $3.85M | Sell |
139,583
-64,006
| -31% | -$1.77M | 0.93% | 40 |
|
|
2018
Q4 | $5.02M | Buy |
203,589
+7,279
| +4% | +$179K | 1.16% | 26 |
|
|
2018
Q3 | $5.78M | Sell |
196,310
-2,185
| -1% | -$64.4K | 1.34% | 22 |
|
|
2018
Q2 | $5.6M | Buy |
198,495
+1,747
| +0.9% | +$49.3K | 1.38% | 22 |
|
|
2018
Q1 | $5.9M | Buy |
196,748
+4,720
| +2% | +$142K | 1.49% | 18 |
|
|
2017
Q4 | $5.67M | Buy |
192,028
+9,181
| +5% | +$271K | 1.4% | 19 |
|
|
2017
Q3 | $4.63M | Buy |
182,847
+4,412
| +2% | +$112K | 1.2% | 25 |
|
|
2017
Q2 | $4.33M | Buy |
178,435
+5,115
| +3% | +$124K | 1.19% | 25 |
|
|
2017
Q1 | $4.09M | Buy |
173,320
+4,121
| +2% | +$97.2K | 1.14% | 26 |
|
|
2016
Q4 | $3.74M | Buy |
169,199
+19,020
| +13% | +$420K | 1.1% | 27 |
|
|
2016
Q3 | $2.35M | Sell |
150,179
-30,299
| -17% | -$474K | 0.73% | 42 |
|
|
2016
Q2 | $2.4M | Sell |
180,478
-33,569
| -16% | -$445K | 0.77% | 40 |
|
|
2016
Q1 | $2.89M | Buy |
214,047
+1,039
| +0.5% | +$14K | 0.94% | 33 |
|
|
2015
Q4 | $3.59M | Sell |
213,008
-599
| -0.3% | -$10.1K | 1.12% | 30 |
|
|
2015
Q3 | $3.33M | Buy |
213,607
+151
| +0.1% | +$2.35K | 1.08% | 30 |
|
|
2015
Q2 | $3.63M | Sell |
213,456
-7,648
| -3% | -$130K | 1.13% | 30 |
|
|
2015
Q1 | $3.4M | Buy |
221,104
+12,235
| +6% | +$188K | 1.15% | 34 |
|
|
2014
Q4 | $3.74M | Buy |
208,869
+3,417
| +2% | +$61.1K | 1.53% | 22 |
|
|
2014
Q3 | $3.5M | Buy |
205,452
+7,874
| +4% | +$134K | 1.49% | 24 |
|
|
2014
Q2 | $3.04M | Sell |
197,578
-5,847
| -3% | -$89.9K | 1.32% | 29 |
|
|
2014
Q1 | $3.5M | Buy |
203,425
+6,411
| +3% | +$110K | 1.5% | 26 |
|
|
2013
Q4 | $3.07M | Buy |
197,014
+3,450
| +2% | +$53.7K | 1.35% | 28 |
|
|
2013
Q3 | $2.67M | Buy |
193,564
+3,495
| +2% | +$48.2K | 1.3% | 31 |
|
|
2013
Q2 | $2.44M | Buy |
+190,069
| New | +$2.44M | 1.17% | 33 |
|