IFP 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 | $6.12M | Sell |
127,988
-7,895
| -6% | -$378K | 0.17% | 124 |
|
|
2025
Q1 | $5.67M | Buy |
135,883
+12,600
| +10% | +$526K | 0.17% | 118 |
|
|
2024
Q4 | $5.42M | Buy |
123,283
+69,516
| +129% | +$3.06M | 0.18% | 123 |
|
|
2024
Q3 | $2.13M | Sell |
53,767
-44,633
| -45% | -$1.77M | 0.08% | 286 |
|
|
2024
Q2 | $3.91M | Sell |
98,400
-1,221
| -1% | -$48.6K | 0.16% | 135 |
|
|
2024
Q1 | $3.78M | Sell |
99,621
-4,192
| -4% | -$159K | 0.17% | 131 |
|
|
2023
Q4 | $3.5M | Sell |
103,813
-20,684
| -17% | -$696K | 0.17% | 130 |
|
|
2023
Q3 | $3.41M | Buy |
124,497
+802
| +0.6% | +$22K | 0.15% | 127 |
|
|
2023
Q2 | $3.55M | Sell |
123,695
-14,317
| -10% | -$411K | 0.15% | 137 |
|
|
2023
Q1 | $3.08M | Sell |
138,012
-55,002
| -28% | -$1.23M | 0.13% | 154 |
|
|
2022
Q4 | $4.35M | Buy |
193,014
+16,637
| +9% | +$375K | 0.12% | 171 |
|
|
2022
Q3 | $3.98M | Buy |
176,377
+10,897
| +7% | +$246K | 0.1% | 201 |
|
|
2022
Q2 | $3.71M | Hold |
165,480
| – | – | 0.12% | 192 |
|
|
2022
Q1 | $3.71M | Buy |
165,480
+63,495
| +62% | +$1.42M | 0.12% | 192 |
|
|
2021
Q4 | $4.53M | Sell |
101,985
-23,731
| -19% | -$1.05M | 0.09% | 133 |
|
|
2021
Q3 | $5.32M | Buy |
125,716
+34,647
| +38% | +$1.47M | 0.11% | 103 |
|
|
2021
Q2 | $3.75M | Buy |
91,069
+15,442
| +20% | +$636K | 0.08% | 152 |
|
|
2021
Q1 | $2.92M | Sell |
75,627
-13,201
| -15% | -$510K | 0.06% | 164 |
|
|
2020
Q4 | $2.7M | Sell |
88,828
-2,580
| -3% | -$78.3K | 0.11% | 163 |
|
|
2020
Q3 | $2.2M | Sell |
91,408
-2,847
| -3% | -$68.6K | 0.13% | 156 |
|
|
2020
Q2 | $2.2M | Buy |
94,255
+2,844
| +3% | +$66.4K | 0.17% | 130 |
|
|
2020
Q1 | $2.08M | Buy |
91,411
+12,853
| +16% | +$292K | 0.21% | 113 |
|
|
2019
Q4 | $2.78M | Sell |
78,558
-89,205
| -53% | -$3.15M | 0.21% | 113 |
|
|
2019
Q3 | $4.92M | Buy |
+167,763
| New | +$4.92M | 0.33% | 69 |
|
|
2019
Q1 | $2.16M | Sell |
77,865
-160,288
| -67% | -$4.44M | 0.29% | 82 |
|
|
2018
Q4 | $5.81M | Sell |
238,153
-75,419
| -24% | -$1.84M | 0.35% | 59 |
|
|
2018
Q3 | $9.24M | Buy |
313,572
+19,295
| +7% | +$568K | 0.38% | 53 |
|
|
2018
Q2 | $8.3M | Buy |
294,277
+17,270
| +6% | +$487K | 0.35% | 60 |
|
|
2018
Q1 | $8.18M | Hold |
277,007
| – | – | 0.37% | 54 |
|
|
2017
Q4 | $8.18M | Sell |
277,007
-163,078
| -37% | -$4.81M | 0.37% | 54 |
|
|
2017
Q3 | $11.2M | Sell |
440,085
-25,611
| -5% | -$649K | 0.44% | 41 |
|
|
2017
Q2 | $11.3M | Buy |
465,696
+1,823
| +0.4% | +$44.2K | 0.48% | 36 |
|
|
2017
Q1 | $10.9M | Buy |
463,873
+50,275
| +12% | +$1.19M | 0.48% | 35 |
|
|
2016
Q4 | $9.14M | Sell |
413,598
-76,814
| -16% | -$1.7M | 0.44% | 40 |
|
|
2016
Q3 | $7.68M | Buy |
490,412
+3,179
| +0.7% | +$49.8K | 0.4% | 51 |
|
|
2016
Q2 | $6.47M | Buy |
487,233
+409,368
| +526% | +$5.43M | 0.36% | 51 |
|
|
2016
Q1 | $2.16M | Sell |
77,865
-376,968
| -83% | -$10.4M | 0.29% | 82 |
|
|
2015
Q4 | $7.66M | Buy |
+454,833
| New | +$7.66M | 0.51% | 37 |
|