JFA
JNBA Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Hold |
18,896
| – | – | 0.09% | 95 |
|
|
2025
Q1 | $789K | Sell |
18,896
-113
| -0.6% | -$4.72K | 0.08% | 100 |
|
|
2024
Q4 | $835K | Sell |
19,009
-188
| -1% | -$8.26K | 0.09% | 97 |
|
|
2024
Q3 | $762K | Hold |
19,197
| – | – | 0.08% | 107 |
|
|
2024
Q2 | $763K | Sell |
19,197
-45
| -0.2% | -$1.79K | 0.08% | 106 |
|
|
2024
Q1 | $730K | Sell |
19,242
-1,450
| -7% | -$55K | 0.08% | 113 |
|
|
2023
Q4 | $697K | Sell |
20,692
-301
| -1% | -$10.1K | 0.08% | 116 |
|
|
2023
Q3 | $575K | Buy |
20,993
+47
| +0.2% | +$1.29K | 0.07% | 121 |
|
|
2023
Q2 | $601K | Sell |
20,946
-287
| -1% | -$8.23K | 0.07% | 121 |
|
|
2023
Q1 | $607K | Buy |
21,233
+346
| +2% | +$9.9K | 0.08% | 121 |
|
|
2022
Q4 | $692K | Sell |
20,887
-39
| -0.2% | -$1.29K | 0.1% | 115 |
|
|
2022
Q3 | $632K | Buy |
20,926
+384
| +2% | +$11.6K | 0.1% | 116 |
|
|
2022
Q2 | $639K | Buy |
20,542
+577
| +3% | +$17.9K | 0.1% | 112 |
|
|
2022
Q1 | $823K | Sell |
19,965
-466
| -2% | -$19.2K | 0.11% | 100 |
|
|
2021
Q4 | $909K | Buy |
20,431
+675
| +3% | +$30K | 0.11% | 100 |
|
|
2021
Q3 | $839K | Hold |
19,756
| – | – | 0.11% | 100 |
|
|
2021
Q2 | $815K | Buy |
19,756
+542
| +3% | +$22.4K | 0.11% | 99 |
|
|
2021
Q1 | $743K | Buy |
19,214
+2,000
| +12% | +$77.3K | 0.11% | 100 |
|
|
2020
Q4 | $522K | Hold |
17,214
| – | – | 0.09% | 106 |
|
|
2020
Q3 | $415K | Buy |
17,214
+26
| +0.2% | +$627 | 0.08% | 105 |
|
|
2020
Q2 | $408K | Hold |
17,188
| – | – | 0.09% | 105 |
|
|
2020
Q1 | $365K | Sell |
17,188
-500
| -3% | -$10.6K | 0.09% | 105 |
|
|
2019
Q4 | $623K | Sell |
17,688
-515
| -3% | -$18.1K | 0.12% | 90 |
|
|
2019
Q3 | $531K | Buy |
18,203
+165
| +0.9% | +$4.81K | 0.11% | 93 |
|
|
2019
Q2 | $523K | Buy |
18,038
+100
| +0.6% | +$2.9K | 0.11% | 93 |
|
|
2019
Q1 | $495K | Sell |
17,938
-600
| -3% | -$16.6K | 0.11% | 92 |
|
|
2018
Q4 | $457K | Sell |
18,538
-4,701
| -20% | -$116K | 0.1% | 91 |
|
|
2018
Q3 | $685K | Buy |
23,239
+4,408
| +23% | +$130K | 0.31% | 65 |
|
|
2018
Q2 | $531K | Buy |
18,831
+750
| +4% | +$21.1K | 0.11% | 84 |
|
|
2018
Q1 | $542K | Buy |
18,081
+2,093
| +13% | +$62.7K | 0.12% | 82 |
|
|
2017
Q4 | $472K | Hold |
15,988
| – | – | 0.1% | 84 |
|
|
2017
Q3 | $405K | Hold |
15,988
| – | – | 0.09% | 83 |
|
|
2017
Q2 | $388K | Sell |
15,988
-35
| -0.2% | -$849 | 0.09% | 83 |
|
|
2017
Q1 | $378K | Buy |
16,023
+35
| +0.2% | +$826 | 0.09% | 83 |
|
|
2016
Q4 | $353K | Sell |
15,988
-22,641
| -59% | -$500K | 0.09% | 85 |
|
|
2016
Q3 | $605K | Buy |
38,629
+21,641
| +127% | +$339K | 0.09% | 81 |
|
|
2016
Q2 | $225K | Sell |
16,988
-562
| -3% | -$7.44K | 0.06% | 106 |
|
|
2016
Q1 | $237K | Hold |
17,550
| – | – | 0.09% | 90 |
|
|
2015
Q4 | $295K | Buy |
17,550
+5,367
| +44% | +$90.2K | 0.11% | 82 |
|
|
2015
Q3 | $190K | Buy |
12,183
+3,733
| +44% | +$58.2K | 0.08% | 95 |
|
|
2015
Q2 | $144K | Sell |
8,450
-1,518
| -15% | -$25.9K | 0.05% | 107 |
|
|
2015
Q1 | $153K | Sell |
9,968
-152
| -2% | -$2.33K | 0.06% | 107 |
|
|
2014
Q4 | $181K | Buy |
10,120
+617
| +6% | +$11K | 0.07% | 101 |
|
|
2014
Q3 | $162K | Buy |
9,503
+4,887
| +106% | +$83.3K | 0.07% | 107 |
|
|
2014
Q2 | $71K | Sell |
4,616
-2,000
| -30% | -$30.8K | 0.03% | 155 |
|
|
2014
Q1 | $114K | Buy |
6,616
+437
| +7% | +$7.53K | 0.06% | 110 |
|
|
2013
Q4 | $96K | Buy |
6,179
+4,564
| +283% | +$70.9K | 0.05% | 121 |
|
|
2013
Q3 | $22K | Buy |
1,615
+1,000
| +163% | +$13.6K | 0.01% | 224 |
|
|
2013
Q2 | $8K | Buy |
+615
| New | +$8K | 0.01% | 275 |
|