Investment 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 | $2.03M | Buy |
42,880
+707
| +2% | +$33.5K | 0.68% | 36 |
|
|
2025
Q1 | $1.76M | Buy |
42,173
+42
| +0.1% | +$1.75K | 0.64% | 36 |
|
|
2024
Q4 | $1.85M | Sell |
42,131
-3,521
| -8% | -$155K | 0.65% | 36 |
|
|
2024
Q3 | $1.81M | Sell |
45,652
-131
| -0.3% | -$5.2K | 0.64% | 36 |
|
|
2024
Q2 | $1.82M | Sell |
45,783
-753
| -2% | -$29.9K | 0.67% | 35 |
|
|
2024
Q1 | $1.76M | Sell |
46,536
-1,754
| -4% | -$66.5K | 0.65% | 35 |
|
|
2023
Q4 | $1.63M | Sell |
48,290
-2,073
| -4% | -$69.8K | 0.64% | 40 |
|
|
2023
Q3 | $1.38M | Buy |
50,363
+1
| +0% | +$27 | 0.59% | 45 |
|
|
2023
Q2 | $1.44M | Buy |
50,362
+2,930
| +6% | +$84.1K | 0.61% | 44 |
|
|
2023
Q1 | $1.36M | Buy |
47,432
+824
| +2% | +$23.6K | 0.67% | 42 |
|
|
2022
Q4 | $1.55M | Sell |
46,608
-679
| -1% | -$22.7K | 0.8% | 33 |
|
|
2022
Q3 | $1.43M | Sell |
47,287
-481
| -1% | -$14.5K | 0.85% | 32 |
|
|
2022
Q2 | $1.49M | Buy |
47,768
+3,406
| +8% | +$106K | 0.86% | 34 |
|
|
2022
Q1 | $1.83M | Sell |
44,362
-261
| -0.6% | -$10.8K | 1.02% | 32 |
|
|
2021
Q4 | $1.99M | Sell |
44,623
-11,306
| -20% | -$503K | 1.08% | 32 |
|
|
2021
Q3 | $2.37M | Buy |
55,929
+4
| +0% | +$170 | 1.45% | 16 |
|
|
2021
Q2 | $2.31M | Buy |
+55,925
| New | +$2.31M | 1.42% | 18 |
|
|
2020
Q4 | $1.69M | Buy |
55,760
+5
| +0% | +$152 | 1.18% | 25 |
|
|
2020
Q3 | $1.34M | Buy |
55,755
+7
| +0% | +$169 | 1.06% | 28 |
|
|
2020
Q2 | $1.32M | Buy |
55,748
+1,798
| +3% | +$42.7K | 1.13% | 24 |
|
|
2020
Q1 | $1.15M | Buy |
53,950
+12,088
| +29% | +$257K | 1.23% | 23 |
|
|
2019
Q4 | $1.47M | Buy |
+41,862
| New | +$1.47M | 1.33% | 25 |
|