Investment Advisory Group’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 | $395K | Buy |
8,345
+541
| +7% | +$25.6K | 0.12% | 114 |
|
|
2025
Q1 | $326K | Buy |
7,804
+70
| +0.9% | +$2.92K | 0.11% | 123 |
|
|
2024
Q4 | $340K | Sell |
7,734
-25
| -0.3% | -$1.1K | 0.11% | 116 |
|
|
2024
Q3 | $308K | Buy |
7,759
+54
| +0.7% | +$2.14K | 0.11% | 127 |
|
|
2024
Q2 | $306K | Buy |
7,705
+1,032
| +15% | +$41K | 0.12% | 118 |
|
|
2024
Q1 | $253K | Buy |
6,673
+25
| +0.4% | +$948 | 0.1% | 134 |
|
|
2023
Q4 | $224K | Buy |
+6,648
| New | +$224K | 0.1% | 136 |
|
|
2023
Q2 | – | Sell |
-7,264
| Closed | -$208K | – | 148 |
|
|
2023
Q1 | $208K | Buy |
7,264
+424
| +6% | +$12.1K | 0.12% | 128 |
|
|
2022
Q4 | $227K | Buy |
6,840
+8
| +0.1% | +$265 | 0.14% | 123 |
|
|
2022
Q3 | $206K | Buy |
6,832
+9
| +0.1% | +$271 | 0.14% | 118 |
|
|
2022
Q2 | $215K | Sell |
6,823
-371
| -5% | -$11.7K | 0.15% | 114 |
|
|
2022
Q1 | $295K | Buy |
7,194
+274
| +4% | +$11.2K | 0.18% | 97 |
|
|
2021
Q4 | $339K | Buy |
+6,920
| New | +$339K | 0.22% | 83 |
|