Johnson Financial Group LLC (Colorado)’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 | – | Sell |
-5,054
| Closed | -$211K | – | 80 |
|
|
2025
Q1 | $211K | Buy |
+5,054
| New | +$211K | 0.02% | 91 |
|
|
2022
Q1 | – | Sell |
-4,516
| Closed | -$201K | – | 51 |
|
|
2021
Q4 | $201K | Sell |
4,516
-2,741
| -38% | -$122K | 0.03% | 72 |
|
|
2021
Q3 | $308K | Sell |
7,257
-838
| -10% | -$35.6K | 0.06% | 54 |
|
|
2021
Q2 | $334K | Buy |
+8,095
| New | +$334K | 0.06% | 61 |
|
|
2018
Q1 | $222K | Sell |
7,416
-969
| -12% | -$29K | 0.18% | 56 |
|
|
2017
Q4 | $248K | Sell |
8,385
-1,953
| -19% | -$57.8K | 0.19% | 61 |
|
|
2017
Q3 | $261K | Sell |
10,338
-286
| -3% | -$7.22K | 0.22% | 54 |
|
|
2017
Q2 | $257K | Buy |
10,624
+398
| +4% | +$9.63K | 0.22% | 48 |
|
|
2017
Q1 | $241K | Sell |
10,226
-2,079
| -17% | -$49K | 0.27% | 46 |
|
|
2016
Q4 | $272K | Buy |
+12,305
| New | +$272K | 0.22% | 71 |
|