Investment Partners’s Bank of America BAC Stock Holding History

Investment Partners’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$355K	Sell	7,507 -100	-1%	-$4.73K	0.13%	122
2025 Q1	$317K	Buy	7,607 +233	+3%	+$9.72K	0.13%	119
2024 Q4	$324K	Buy	7,374 +912	+14%	+$40.1K	0.13%	120
2024 Q3	$256K	Sell	6,462 -209	-3%	-$8.29K	0.11%	134
2024 Q2	$265K	Buy	6,671 +6	+0.1%	+$239	0.12%	126
2024 Q1	$253K	Buy	6,665 +7	+0.1%	+$265	0.11%	130
2023 Q4	$224K	Buy	+6,658	New	+$224K	0.11%	129
2023 Q3	–	Sell	-7,396	Closed	-$212K	–	134
2023 Q2	$212K	Sell	7,396 -2,636	-26%	-$75.6K	0.11%	125
2023 Q1	$287K	Buy	10,032 +13	+0.1%	+$372	0.15%	116
2022 Q4	$332K	Sell	10,019 -28,726	-74%	-$951K	0.18%	111
2022 Q3	$1.17M	Buy	38,745 +28,503	+278%	+$861K	0.35%	76
2022 Q2	$319K	Buy	10,242 +258	+3%	+$8.04K	0.16%	116
2022 Q1	$412K	Buy	9,984 +10	+0.1%	+$413	0.17%	101
2021 Q4	$444K	Buy	9,974 +2,511	+34%	+$112K	0.18%	100
2021 Q3	$317K	Buy	7,463 +11	+0.1%	+$467	0.14%	124
2021 Q2	$307K	Buy	7,452 +10	+0.1%	+$412	0.14%	124
2021 Q1	$288K	Buy	7,442 +11	+0.1%	+$426	0.14%	126
2020 Q4	$225K	Buy	+7,431	New	+$225K	0.12%	134
2020 Q3	–	Sell	-9,599	Closed	-$228K	–	132
2020 Q2	$228K	Buy	9,599 +32	+0.3%	+$760	0.13%	118
2020 Q1	$203K	Buy	9,567 +236	+3%	+$5.01K	0.15%	116
2019 Q4	$329K	Sell	9,331 -628	-6%	-$22.1K	0.22%	100
2019 Q3	$290K	Buy	9,959 +499	+5%	+$14.5K	0.21%	103
2019 Q2	$274K	Sell	9,460 -784	-8%	-$22.7K	0.2%	113
2019 Q1	$283K	Buy	10,244 +20	+0.2%	+$553	0.2%	103
2018 Q4	$252K	Sell	10,224 -727	-7%	-$17.9K	0.21%	105
2018 Q3	$284	Sell	10,951 -194	-2%	-$5	0.16%	91
2018 Q2	$314K	Sell	11,145 -4,476	-29%	-$126K	0.23%	90
2018 Q1	$468K	Sell	15,621 -1,832	-10%	-$54.9K	0.35%	69
2017 Q4	$515K	Buy	17,453 +2,197	+14%	+$64.8K	0.38%	67
2017 Q3	$387K	Sell	15,256 -182	-1%	-$4.62K	0.33%	74
2017 Q2	$375K	Buy	15,438 +281	+2%	+$6.83K	0.34%	77
2017 Q1	$358K	Buy	15,157 +1,188	+9%	+$28.1K	0.34%	78
2016 Q4	$309K	Sell	13,969 -23,866	-63%	-$528K	0.3%	85
2016 Q3	$592K	Buy	37,835 +23,451	+163%	+$367K	0.34%	83
2016 Q2	$191K	Sell	14,384 -25,912	-64%	-$344K	0.19%	107
2016 Q1	$678K	Buy	40,296 +26,147	+185%	+$440K	0.44%	70
2015 Q4	$238K	Sell	14,149 -319	-2%	-$5.37K	0.29%	85
2015 Q3	$227K	Buy	14,468 +10	+0.1%	+$157	0.3%	85
2015 Q2	$246K	Sell	14,458 -1,875	-11%	-$31.9K	0.3%	84
2015 Q1	$254K	Sell	16,333 -74	-0.5%	-$1.15K	0.28%	82
2014 Q4	$293K	Buy	+16,407	New	+$293K	0.34%	76