Investment House LLC’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 | $4.54M | Sell |
95,879
-1,810
| -2% | -$85.6K | 0.23% | 82 |
|
|
2025
Q1 | $4.08M | Sell |
97,689
-8,225
| -8% | -$343K | 0.23% | 81 |
|
|
2024
Q4 | $4.65M | Sell |
105,914
-114,478
| -52% | -$5.03M | 0.25% | 79 |
|
|
2024
Q3 | $8.75M | Sell |
220,392
-6,825
| -3% | -$271K | 0.47% | 55 |
|
|
2024
Q2 | $9.04M | Sell |
227,217
-7,852
| -3% | -$312K | 0.52% | 49 |
|
|
2024
Q1 | $8.91M | Buy |
235,069
+33,803
| +17% | +$1.28M | 0.52% | 52 |
|
|
2023
Q4 | $6.78M | Sell |
201,266
-20,532
| -9% | -$691K | 0.48% | 57 |
|
|
2023
Q3 | $6.07M | Buy |
221,798
+73,442
| +50% | +$2.01M | 0.48% | 58 |
|
|
2023
Q2 | $4.26M | Buy |
148,356
+59,893
| +68% | +$1.72M | 0.32% | 76 |
|
|
2023
Q1 | $2.53M | Buy |
88,463
+76,032
| +612% | +$2.17M | 0.21% | 82 |
|
|
2022
Q4 | $412K | Sell |
12,431
-250
| -2% | -$8.28K | 0.04% | 139 |
|
|
2022
Q3 | $383K | Sell |
12,681
-54,986
| -81% | -$1.66M | 0.04% | 143 |
|
|
2022
Q2 | $2.11M | Buy |
67,667
+62,486
| +1,206% | +$1.94M | 0.19% | 80 |
|
|
2022
Q1 | $214K | Hold |
5,181
| – | – | 0.02% | 169 |
|
|
2021
Q4 | $230K | Hold |
5,181
| – | – | 0.01% | 172 |
|
|
2021
Q3 | $220K | Hold |
5,181
| – | – | 0.02% | 177 |
|
|
2021
Q2 | $213K | Buy |
5,181
+3
| +0.1% | +$123 | 0.02% | 191 |
|
|
2021
Q1 | $200K | Sell |
5,178
-12,973
| -71% | -$501K | 0.02% | 188 |
|
|
2020
Q4 | $550K | Sell |
18,151
-598
| -3% | -$18.1K | 0.04% | 150 |
|
|
2020
Q3 | $452K | Sell |
18,749
-82,085
| -81% | -$1.98M | 0.04% | 148 |
|
|
2020
Q2 | $2.4M | Buy |
100,834
+87,721
| +669% | +$2.08M | 0.21% | 83 |
|
|
2020
Q1 | $278K | Sell |
13,113
-1,746
| -12% | -$37K | 0.03% | 145 |
|
|
2019
Q4 | $523K | Buy |
14,859
+503
| +4% | +$17.7K | 0.05% | 147 |
|
|
2019
Q3 | $419K | Sell |
14,356
-2,494
| -15% | -$72.8K | 0.04% | 149 |
|
|
2019
Q2 | $489K | Buy |
16,850
+53
| +0.3% | +$1.54K | 0.05% | 142 |
|
|
2019
Q1 | $463K | Hold |
16,797
| – | – | 0.05% | 140 |
|
|
2018
Q4 | $414K | Sell |
16,797
-894
| -5% | -$22K | 0.05% | 134 |
|
|
2018
Q3 | $521K | Buy |
17,691
+2
| +0% | +$59 | 0.06% | 132 |
|
|
2018
Q2 | $499K | Buy |
17,689
+1,953
| +12% | +$55.1K | 0.06% | 136 |
|
|
2018
Q1 | $472K | Buy |
15,736
+2
| +0% | +$60 | 0.06% | 138 |
|
|
2017
Q4 | $464K | Sell |
15,734
-30,533
| -66% | -$900K | 0.06% | 139 |
|
|
2017
Q3 | $1.17M | Buy |
46,267
+26,287
| +132% | +$666K | 0.15% | 101 |
|
|
2017
Q2 | $485K | Buy |
+19,980
| New | +$485K | 0.07% | 144 |
|
|
2016
Q4 | – | Sell |
-61,757
| Closed | -$966K | – | 183 |
|
|
2016
Q3 | $966K | Sell |
61,757
-997
| -2% | -$15.6K | 0.15% | 109 |
|
|
2016
Q2 | $833K | Buy |
62,754
+5,002
| +9% | +$66.4K | 0.13% | 107 |
|
|
2016
Q1 | $781K | Buy |
+57,752
| New | +$781K | 0.12% | 112 |
|