IEQ Capital’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 | $25.3M | Buy |
535,521
+40,392
| +8% | +$1.91M | 0.16% | 94 |
|
|
2025
Q1 | $20.7M | Buy |
495,129
+52,941
| +12% | +$2.21M | 0.16% | 91 |
|
|
2024
Q4 | $19.4M | Buy |
442,188
+47,237
| +12% | +$2.08M | 0.19% | 71 |
|
|
2024
Q3 | $15.7M | Buy |
394,951
+89,121
| +29% | +$3.54M | 0.19% | 75 |
|
|
2024
Q2 | $12.2M | Buy |
305,830
+44,990
| +17% | +$1.79M | 0.16% | 85 |
|
|
2024
Q1 | $9.89M | Buy |
260,840
+25,504
| +11% | +$967K | 0.14% | 100 |
|
|
2023
Q4 | $7.92M | Sell |
235,336
-16,795
| -7% | -$565K | 0.13% | 109 |
|
|
2023
Q3 | $6.9M | Buy |
252,131
+7,916
| +3% | +$217K | 0.14% | 104 |
|
|
2023
Q2 | $7.01M | Buy |
244,215
+28,817
| +13% | +$827K | 0.14% | 110 |
|
|
2023
Q1 | $6.16M | Sell |
215,398
-109,578
| -34% | -$3.13M | 0.14% | 109 |
|
|
2022
Q4 | $10.8M | Buy |
324,976
+6,624
| +2% | +$219K | 0.3% | 66 |
|
|
2022
Q3 | $9.61M | Buy |
318,352
+125,473
| +65% | +$3.79M | 0.26% | 63 |
|
|
2022
Q2 | $6M | Buy |
192,879
+24,609
| +15% | +$766K | 0.18% | 85 |
|
|
2022
Q1 | $6.94M | Buy |
168,270
+7,557
| +5% | +$311K | 0.17% | 88 |
|
|
2021
Q4 | $7.15M | Buy |
160,713
+32,136
| +25% | +$1.43M | 0.17% | 80 |
|
|
2021
Q3 | $5.46M | Buy |
128,577
+20,130
| +19% | +$855K | 0.14% | 92 |
|
|
2021
Q2 | $4.47M | Buy |
108,447
+26,284
| +32% | +$1.08M | 0.13% | 97 |
|
|
2021
Q1 | $3.18M | Buy |
82,163
+4,562
| +6% | +$177K | 0.13% | 100 |
|
|
2020
Q4 | $2.35M | Buy |
77,601
+14,270
| +23% | +$433K | 0.1% | 114 |
|
|
2020
Q3 | $1.53M | Sell |
63,331
-2,508
| -4% | -$60.4K | 0.08% | 129 |
|
|
2020
Q2 | $1.56M | Sell |
65,839
-36,725
| -36% | -$872K | 0.1% | 121 |
|
|
2020
Q1 | $2.18M | Buy |
102,564
+14,178
| +16% | +$301K | 0.17% | 82 |
|
|
2019
Q4 | $3.11M | Buy |
+88,386
| New | +$3.11M | 0.27% | 63 |
|