ISB
Iowa State Bank’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
97,068
+1,032
| +1% | +$48.8K | 0.91% | 37 |
|
|
2025
Q1 | $4.01M | Buy |
96,036
+6,020
| +7% | +$251K | 0.85% | 39 |
|
|
2024
Q4 | $3.96M | Sell |
90,016
-171
| -0.2% | -$7.52K | 0.82% | 43 |
|
|
2024
Q3 | $3.58M | Buy |
90,187
+18,783
| +26% | +$745K | 0.74% | 47 |
|
|
2024
Q2 | $2.84M | Buy |
71,404
+27,703
| +63% | +$1.1M | 0.63% | 54 |
|
|
2024
Q1 | $1.66M | Buy |
43,701
+33,772
| +340% | +$1.28M | 0.37% | 76 |
|
|
2023
Q4 | $334K | Buy |
9,929
+249
| +3% | +$8.38K | 0.08% | 94 |
|
|
2023
Q3 | $265K | Sell |
9,680
-90
| -0.9% | -$2.46K | 0.07% | 95 |
|
|
2023
Q2 | $280K | Hold |
9,770
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $279K | Sell |
9,770
-148
| -1% | -$4.23K | 0.07% | 102 |
|
|
2022
Q4 | $328K | Buy |
+9,918
| New | +$328K | 0.08% | 99 |
|
|
2022
Q2 | – | Sell |
-6,394
| Closed | -$264K | – | 111 |
|
|
2022
Q1 | $264K | Sell |
6,394
-10,067
| -61% | -$416K | 0.06% | 107 |
|
|
2021
Q4 | $732K | Hold |
16,461
| – | – | 0.17% | 86 |
|
|
2021
Q3 | $699K | Sell |
16,461
-100
| -0.6% | -$4.25K | 0.2% | 89 |
|
|
2021
Q2 | $683K | Hold |
16,561
| – | – | 0.19% | 89 |
|
|
2021
Q1 | $641K | Buy |
16,561
+25
| +0.2% | +$968 | 0.19% | 87 |
|
|
2020
Q4 | $501K | Hold |
16,536
| – | – | 0.17% | 84 |
|
|
2020
Q3 | $398K | Sell |
16,536
-200
| -1% | -$4.81K | 0.15% | 89 |
|
|
2020
Q2 | $397K | Buy |
16,736
+414
| +3% | +$9.82K | 0.17% | 81 |
|
|
2020
Q1 | $347K | Sell |
16,322
-50
| -0.3% | -$1.06K | 0.16% | 96 |
|
|
2019
Q4 | $577K | Sell |
16,372
-2,600
| -14% | -$91.6K | 0.21% | 89 |
|
|
2019
Q3 | $553K | Buy |
18,972
+2,562
| +16% | +$74.7K | 0.21% | 84 |
|
|
2019
Q2 | $476K | Sell |
16,410
-125
| -0.8% | -$3.63K | 0.21% | 74 |
|
|
2019
Q1 | $456K | Hold |
16,535
| – | – | 0.21% | 75 |
|
|
2018
Q4 | $407K | Sell |
16,535
-934
| -5% | -$23K | 0.21% | 74 |
|
|
2018
Q3 | $515K | Hold |
17,469
| – | – | 0.23% | 72 |
|
|
2018
Q2 | $492K | Sell |
17,469
-3,432
| -16% | -$96.7K | 0.24% | 74 |
|
|
2018
Q1 | $627K | Buy |
20,901
+934
| +5% | +$28K | 0.31% | 64 |
|
|
2017
Q4 | $589K | Sell |
19,967
-3,013
| -13% | -$88.9K | 0.27% | 68 |
|
|
2017
Q3 | $582K | Hold |
22,980
| – | – | 0.27% | 66 |
|
|
2017
Q2 | $557K | Sell |
22,980
-1,200
| -5% | -$29.1K | 0.27% | 64 |
|
|
2017
Q1 | $570K | Hold |
24,180
| – | – | 0.28% | 59 |
|
|
2016
Q4 | $534K | Hold |
24,180
| – | – | 0.27% | 61 |
|
|
2016
Q3 | $378K | Sell |
24,180
-31
| -0.1% | -$485 | 0.2% | 63 |
|
|
2016
Q2 | $321K | Hold |
24,211
| – | – | 0.17% | 74 |
|
|
2016
Q1 | $327K | Hold |
24,211
| – | – | 0.18% | 72 |
|
|
2015
Q4 | $407K | Buy |
+24,211
| New | +$407K | 0.24% | 59 |
|
|
2015
Q2 | – | Sell |
-11,150
| Closed | -$172K | – | 80 |
|
|
2015
Q1 | $172K | Hold |
11,150
| – | – | 0.11% | 74 |
|
|
2014
Q4 | $199K | Sell |
11,150
-5,300
| -32% | -$94.6K | 0.13% | 72 |
|
|
2014
Q3 | $280K | Buy |
+16,450
| New | +$280K | 0.19% | 62 |
|