Insigneo 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 | $4.16M | Buy |
87,930
+8,209
| +10% | +$388K | 0.36% | 45 |
|
|
2025
Q1 | $3.33M | Sell |
79,721
-7,831
| -9% | -$327K | 0.34% | 48 |
|
|
2024
Q4 | $3.85M | Sell |
87,552
-25,148
| -22% | -$1.11M | 0.4% | 41 |
|
|
2024
Q3 | $4.47M | Sell |
112,700
-2,736
| -2% | -$109K | 0.45% | 34 |
|
|
2024
Q2 | $4.23M | Buy |
115,436
+71,837
| +165% | +$2.63M | 0.48% | 34 |
|
|
2024
Q1 | $1.65M | Sell |
43,599
-107,421
| -71% | -$4.07M | 0.2% | 101 |
|
|
2023
Q4 | $5.08M | Buy |
151,020
+120,706
| +398% | +$4.06M | 0.72% | 20 |
|
|
2023
Q3 | $830K | Sell |
30,314
-53,517
| -64% | -$1.47M | 0.17% | 121 |
|
|
2023
Q2 | $2.41M | Buy |
83,831
+56,827
| +210% | +$1.63M | 0.46% | 40 |
|
|
2023
Q1 | $770K | Sell |
27,004
-8,598
| -24% | -$245K | 0.25% | 80 |
|
|
2022
Q4 | $1.18M | Buy |
+35,602
| New | +$1.18M | 0.45% | 49 |
|