Jacobsen Capital Management’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 | $470K | Buy |
9,940
+538
| +6% | +$25.5K | 0.17% | 57 |
|
|
2025
Q1 | $392K | Buy |
9,402
+373
| +4% | +$15.6K | 0.17% | 52 |
|
|
2024
Q4 | $397K | Sell |
9,029
-70
| -0.8% | -$3.08K | 0.17% | 49 |
|
|
2024
Q3 | $361K | Buy |
9,099
+1,113
| +14% | +$44.2K | 0.15% | 55 |
|
|
2024
Q2 | $318K | Buy |
7,986
+798
| +11% | +$31.7K | 0.14% | 58 |
|
|
2024
Q1 | $273K | Sell |
7,188
-1,447
| -17% | -$54.9K | 0.13% | 68 |
|
|
2023
Q4 | $291K | Buy |
8,635
+646
| +8% | +$21.8K | 0.15% | 59 |
|
|
2023
Q3 | $219K | Buy |
7,989
+907
| +13% | +$24.8K | 0.12% | 68 |
|
|
2023
Q2 | $203K | Sell |
7,082
-3,581
| -34% | -$103K | 0.1% | 70 |
|
|
2023
Q1 | $305K | Buy |
+10,663
| New | +$305K | 0.16% | 57 |
|