Hummer Financial Advisory 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 | $348K | Sell |
7,347
-75
| -1% | -$3.55K | 0.26% | 77 |
|
|
2025
Q1 | $310K | Hold |
7,422
| – | – | 0.25% | 79 |
|
|
2024
Q4 | $326K | Hold |
7,422
| – | – | 0.26% | 74 |
|
|
2024
Q3 | $295K | Hold |
7,422
| – | – | 0.23% | 83 |
|
|
2024
Q2 | $295K | Sell |
7,422
-350
| -5% | -$13.9K | 0.26% | 78 |
|
|
2024
Q1 | $295K | Buy |
7,772
+680
| +10% | +$25.8K | 0.24% | 80 |
|
|
2023
Q4 | $239K | Buy |
+7,092
| New | +$239K | 0.22% | 87 |
|
|
2023
Q3 | – | Sell |
-7,092
| Closed | -$203K | – | 96 |
|
|
2023
Q2 | $203K | Buy |
+7,092
| New | +$203K | 0.2% | 97 |
|
|
2023
Q1 | – | Sell |
-7,017
| Closed | -$232K | – | 84 |
|
|
2022
Q4 | $232K | Hold |
7,017
| – | – | 0.26% | 81 |
|
|
2022
Q3 | $212K | Sell |
7,017
-75
| -1% | -$2.27K | 0.25% | 85 |
|
|
2022
Q2 | $221K | Hold |
7,092
| – | – | 0.25% | 87 |
|
|
2022
Q1 | $292K | Hold |
7,092
| – | – | 0.26% | 81 |
|
|
2021
Q4 | $316K | Sell |
7,092
-316
| -4% | -$14.1K | 0.27% | 74 |
|
|
2021
Q3 | $314K | Hold |
7,408
| – | – | 0.29% | 76 |
|
|
2021
Q2 | $305K | Hold |
7,408
| – | – | 0.28% | 80 |
|
|
2021
Q1 | $287K | Buy |
7,408
+650
| +10% | +$25.2K | 0.28% | 80 |
|
|
2020
Q4 | $205K | Buy |
+6,758
| New | +$205K | 0.22% | 96 |
|