Institutional & Family Asset Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $235K | Buy |
5,899
+2,786
| +89% | +$111K | 0.04% | 138 |
|
|
2024
Q1 | $118K | Sell |
3,113
-83
| -3% | -$3.15K | 0.02% | 172 |
|
|
2023
Q4 | $108K | Buy |
3,196
+2,111
| +195% | +$71.1K | 0.02% | 180 |
|
|
2023
Q3 | $29.7K | Buy |
1,085
+1
| +0.1% | +$27 | ﹤0.01% | 264 |
|
|
2023
Q2 | $31.1K | Buy |
1,084
+243
| +29% | +$6.97K | 0.01% | 266 |
|
|
2023
Q1 | $24.1K | Buy |
841
+42
| +5% | +$1.2K | ﹤0.01% | 285 |
|
|
2022
Q4 | $26.4K | Sell |
799
-546
| -41% | -$18.1K | ﹤0.01% | 278 |
|
|
2022
Q3 | $41K | Buy |
1,345
+123
| +10% | +$3.75K | 0.01% | 239 |
|
|
2022
Q2 | $38K | Sell |
1,222
-289
| -19% | -$8.99K | 0.01% | 245 |
|
|
2022
Q1 | $62K | Buy |
1,511
+166
| +12% | +$6.81K | 0.01% | 233 |
|
|
2021
Q4 | $60K | Buy |
1,345
+20
| +2% | +$892 | 0.01% | 250 |
|
|
2021
Q3 | $56K | Buy |
1,325
+828
| +167% | +$35K | 0.01% | 302 |
|
|
2021
Q2 | $21K | Buy |
497
+90
| +22% | +$3.8K | ﹤0.01% | 469 |
|
|
2021
Q1 | $16K | Buy |
407
+120
| +42% | +$4.72K | ﹤0.01% | 503 |
|
|
2020
Q4 | $9K | Hold |
287
| – | – | ﹤0.01% | 549 |
|
|
2020
Q3 | $7K | Buy |
287
+1
| +0.3% | +$24 | ﹤0.01% | 529 |
|
|
2020
Q2 | $7K | Sell |
286
-344
| -55% | -$8.42K | ﹤0.01% | 524 |
|
|
2020
Q1 | $13K | Buy |
630
+26
| +4% | +$537 | ﹤0.01% | 417 |
|
|
2019
Q4 | $21K | Sell |
604
-59
| -9% | -$2.05K | ﹤0.01% | 425 |
|
|
2019
Q3 | $19K | Hold |
663
| – | – | ﹤0.01% | 408 |
|
|
2019
Q2 | $19K | Buy |
663
+1
| +0.2% | +$29 | ﹤0.01% | 423 |
|
|
2019
Q1 | $18K | Hold |
662
| – | – | ﹤0.01% | 436 |
|
|
2018
Q4 | $16K | Buy |
662
+28
| +4% | +$677 | ﹤0.01% | 426 |
|
|
2018
Q3 | $19K | Hold |
634
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $18K | Sell |
634
-20
| -3% | -$568 | ﹤0.01% | 448 |
|
|
2018
Q1 | $20K | Buy |
+654
| New | +$20K | ﹤0.01% | 415 |
|