JNBA Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Hold |
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|
2025
Q1 | $789K | Sell |
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|
2024
Q4 | $835K | Sell |
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|
2024
Q3 | $762K | Hold |
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|
2024
Q2 | $763K | Sell |
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|
2024
Q1 | $730K | Sell |
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|
2023
Q4 | $697K | Sell |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $692K | Sell |
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|
2022
Q3 | $632K | Buy |
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|
2022
Q2 | $639K | Buy |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $909K | Buy |
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|
2021
Q3 | $839K | Hold |
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|
2021
Q2 | $815K | Buy |
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|
2021
Q1 | $743K | Buy |
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|
2020
Q4 | $522K | Hold |
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|
2020
Q3 | $415K | Buy |
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|
2020
Q2 | $408K | Hold |
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|
2020
Q1 | $365K | Sell |
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|
2019
Q4 | $623K | Sell |
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|
2019
Q3 | $531K | Buy |
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|
2019
Q2 | $523K | Buy |
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|
2019
Q1 | $495K | Sell |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $685K | Buy |
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|
2018
Q2 | $531K | Buy |
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|
2018
Q1 | $542K | Buy |
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|
2017
Q4 | $472K | Hold |
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|
2017
Q3 | $405K | Hold |
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|
2017
Q2 | $388K | Sell |
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|
2017
Q1 | $378K | Buy |
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|
2016
Q4 | $353K | Sell |
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|
2016
Q3 | $605K | Buy |
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|
2016
Q2 | $225K | Sell |
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|
2016
Q1 | $237K | Hold |
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|
2015
Q4 | $295K | Buy |
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|
2015
Q3 | $190K | Buy |
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|
2015
Q2 | $144K | Sell |
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|
2015
Q1 | $153K | Sell |
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|
2014
Q4 | $181K | Buy |
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|
2014
Q3 | $162K | Buy |
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|
2014
Q2 | $71K | Sell |
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|
2014
Q1 | $114K | Buy |
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|
2013
Q4 | $96K | Buy |
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|
2013
Q3 | $22K | Buy |
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|
2013
Q2 | $8K | Buy |
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