Investment Research & Advisory Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Buy |
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|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $199K | Hold |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $191K | Hold |
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|
2024
Q1 | $182K | Sell |
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|
2023
Q4 | $163K | Hold |
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|
2023
Q3 | $132K | Hold |
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|
2023
Q2 | $139K | Buy |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $154K | Hold |
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|
2022
Q3 | $141K | Hold |
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|
2022
Q2 | $145K | Hold |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $106K | Sell |
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|
2021
Q2 | $114K | Buy |
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|
2021
Q1 | $96K | Hold |
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|
2020
Q4 | $75K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $59K | Hold |
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|
2020
Q1 | $53K | Sell |
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|
2019
Q4 | $211K | Buy |
|