Investment Research & 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 | $227K | Buy |
4,790
+14
| +0.3% | +$663 | 0.08% | 68 |
|
|
2025
Q1 | $199K | Hold |
4,776
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $210K | Hold |
4,776
| – | – | 0.09% | 67 |
|
|
2024
Q3 | $190K | Sell |
4,776
-30
| -0.6% | -$1.19K | 0.08% | 69 |
|
|
2024
Q2 | $191K | Hold |
4,806
| – | – | 0.08% | 65 |
|
|
2024
Q1 | $182K | Sell |
4,806
-30
| -0.6% | -$1.14K | 0.08% | 64 |
|
|
2023
Q4 | $163K | Hold |
4,836
| – | – | 0.08% | 70 |
|
|
2023
Q3 | $132K | Hold |
4,836
| – | – | 0.08% | 73 |
|
|
2023
Q2 | $139K | Buy |
4,836
+175
| +4% | +$5.02K | 0.08% | 71 |
|
|
2023
Q1 | $133K | Hold |
4,661
| – | – | 0.09% | 71 |
|
|
2022
Q4 | $154K | Hold |
4,661
| – | – | 0.1% | 68 |
|
|
2022
Q3 | $141K | Hold |
4,661
| – | – | 0.11% | 64 |
|
|
2022
Q2 | $145K | Hold |
4,661
| – | – | 0.1% | 66 |
|
|
2022
Q1 | $192K | Hold |
4,661
| – | – | 0.12% | 64 |
|
|
2021
Q4 | $207K | Buy |
4,661
+2,181
| +88% | +$96.9K | 0.13% | 60 |
|
|
2021
Q3 | $106K | Sell |
2,480
-293
| -11% | -$12.5K | 0.07% | 77 |
|
|
2021
Q2 | $114K | Buy |
2,773
+293
| +12% | +$12K | 0.08% | 82 |
|
|
2021
Q1 | $96K | Hold |
2,480
| – | – | 0.07% | 77 |
|
|
2020
Q4 | $75K | Hold |
2,480
| – | – | 0.06% | 86 |
|
|
2020
Q3 | $60K | Hold |
2,480
| – | – | 0.05% | 90 |
|
|
2020
Q2 | $59K | Hold |
2,480
| – | – | 0.05% | 87 |
|
|
2020
Q1 | $53K | Sell |
2,480
-3,523
| -59% | -$75.3K | 0.05% | 85 |
|
|
2019
Q4 | $211K | Buy |
+6,003
| New | +$211K | 0.2% | 50 |
|