Jackson Grant Investment Advisers’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 | $297K | Hold |
6,279
| – | – | 0.11% | 87 |
|
|
2025
Q1 | $262K | Hold |
6,279
| – | – | 0.1% | 88 |
|
|
2024
Q4 | $276K | Buy |
6,279
+1
| +0% | +$44 | 0.11% | 86 |
|
|
2024
Q3 | $249K | Hold |
6,278
| – | – | 0.09% | 91 |
|
|
2024
Q2 | $250K | Hold |
6,278
| – | – | 0.1% | 93 |
|
|
2024
Q1 | $238K | Sell |
6,278
-354
| -5% | -$13.4K | 0.1% | 96 |
|
|
2023
Q4 | $223K | Buy |
6,632
+1
| +0% | +$34 | 0.1% | 95 |
|
|
2023
Q3 | $182K | Sell |
6,631
-221
| -3% | -$6.05K | 0.09% | 100 |
|
|
2023
Q2 | $197K | Hold |
6,852
| – | – | 0.09% | 102 |
|
|
2023
Q1 | $196K | Buy |
6,852
+222
| +3% | +$6.35K | 0.09% | 102 |
|
|
2022
Q4 | $220K | Hold |
6,630
| – | – | 0.11% | 90 |
|
|
2022
Q3 | $200K | Hold |
6,630
| – | – | 0.1% | 92 |
|
|
2022
Q2 | $206K | Hold |
6,630
| – | – | 0.1% | 95 |
|
|
2022
Q1 | $273K | Buy |
6,630
+1
| +0% | +$41 | 0.11% | 90 |
|
|
2021
Q4 | $295K | Hold |
6,629
| – | – | 0.15% | 72 |
|
|
2021
Q3 | $281K | Hold |
6,629
| – | – | 0.13% | 84 |
|
|
2021
Q2 | $273K | Buy |
6,629
+152
| +2% | +$6.26K | 0.12% | 87 |
|
|
2021
Q1 | $251K | Buy |
6,477
+1,389
| +27% | +$53.8K | 0.12% | 89 |
|
|
2020
Q4 | $154K | Sell |
5,088
-88
| -2% | -$2.66K | 0.08% | 105 |
|
|
2020
Q3 | $125K | Sell |
5,176
-964
| -16% | -$23.3K | 0.08% | 99 |
|
|
2020
Q2 | $146K | Buy |
6,140
+355
| +6% | +$8.44K | 0.09% | 90 |
|
|
2020
Q1 | $123K | Buy |
5,785
+1
| +0% | +$21 | 0.09% | 93 |
|
|
2019
Q4 | $204K | Buy |
5,784
+103
| +2% | +$3.63K | 0.11% | 90 |
|
|
2019
Q3 | $166K | Buy |
5,681
+19
| +0.3% | +$555 | 0.09% | 93 |
|
|
2019
Q2 | $164K | Buy |
5,662
+17
| +0.3% | +$492 | 0.1% | 91 |
|
|
2019
Q1 | $156K | Sell |
5,645
-41
| -0.7% | -$1.13K | 0.09% | 92 |
|
|
2018
Q4 | $140K | Sell |
5,686
-1,521
| -21% | -$37.5K | 0.1% | 96 |
|
|
2018
Q3 | $212K | Buy |
7,207
+3,169
| +78% | +$93.2K | 0.13% | 85 |
|
|
2018
Q2 | $114K | Sell |
4,038
-2,320
| -36% | -$65.5K | 0.08% | 106 |
|
|
2018
Q1 | $191K | Buy |
6,358
+156
| +3% | +$4.69K | 0.13% | 85 |
|
|
2017
Q4 | $183K | Sell |
6,202
-142
| -2% | -$4.19K | 0.12% | 86 |
|
|
2017
Q3 | $161K | Buy |
6,344
+6,309
| +18,026% | +$160K | 0.12% | 85 |
|
|
2017
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 183 |
|
|
2017
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 175 |
|
|
2016
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 172 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$1K | – | 165 |
|
|
2015
Q4 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 189 |
|