IA
IFG Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
11,808
+59
| +0.5% | +$2.79K | 0.09% | 84 |
|
|
2025
Q1 | $490K | Buy |
11,749
+4
| +0% | +$167 | 0.09% | 82 |
|
|
2024
Q4 | $516K | Sell |
11,745
-8
| -0.1% | -$352 | 0.1% | 82 |
|
|
2024
Q3 | $466K | Buy |
11,753
+64
| +0.5% | +$2.54K | 0.1% | 80 |
|
|
2024
Q2 | $465K | Buy |
11,689
+8
| +0.1% | +$318 | 0.11% | 77 |
|
|
2024
Q1 | $443K | Sell |
11,681
-227
| -2% | -$8.61K | 0.11% | 78 |
|
|
2023
Q4 | $401K | Buy |
11,908
+516
| +5% | +$17.4K | 0.12% | 79 |
|
|
2023
Q3 | $312K | Buy |
11,392
+4
| +0% | +$110 | 0.11% | 90 |
|
|
2023
Q2 | $327K | Buy |
11,388
+3
| +0% | +$86 | 0.12% | 89 |
|
|
2023
Q1 | $326K | Buy |
11,385
+207
| +2% | +$5.92K | 0.13% | 86 |
|
|
2022
Q4 | $370K | Sell |
11,178
-23
| -0.2% | -$762 | 0.16% | 79 |
|
|
2022
Q3 | $338K | Buy |
11,201
+538
| +5% | +$16.2K | 0.17% | 76 |
|
|
2022
Q2 | $332K | Buy |
10,663
+3
| +0% | +$93 | 0.17% | 75 |
|
|
2022
Q1 | $439K | Buy |
10,660
+9
| +0.1% | +$371 | 0.19% | 73 |
|
|
2021
Q4 | $474K | Buy |
10,651
+349
| +3% | +$15.5K | 0.2% | 67 |
|
|
2021
Q3 | $437K | Hold |
10,302
| – | – | 0.2% | 65 |
|
|
2021
Q2 | $425K | Hold |
10,302
| – | – | 0.2% | 65 |
|
|
2021
Q1 | $399K | Hold |
10,302
| – | – | 0.22% | 59 |
|
|
2020
Q4 | $312K | Buy |
10,302
+10
| +0.1% | +$303 | 0.19% | 63 |
|
|
2020
Q3 | $248K | Buy |
10,292
+44
| +0.4% | +$1.06K | 0.18% | 76 |
|
|
2020
Q2 | $243K | Hold |
10,248
| – | – | 0.19% | 71 |
|
|
2020
Q1 | $218K | Buy |
10,248
+300
| +3% | +$6.38K | 0.22% | 72 |
|
|
2019
Q4 | $350K | Hold |
9,948
| – | – | 0.29% | 38 |
|
|
2019
Q3 | $290K | Buy |
+9,948
| New | +$290K | 0.27% | 44 |
|