Jones Financial Companies’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 | $60.2M | Buy |
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|
2025
Q1 | $45.1M | Buy |
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|
2024
Q4 | $37.8M | Buy |
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|
2024
Q3 | $26.6M | Buy |
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|
2024
Q2 | $19.2M | Buy |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $10.6M | Buy |
|
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|
2023
Q3 | $8.61M | Sell |
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|
2023
Q2 | $9.84M | Sell |
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|
2023
Q1 | $10.3M | Sell |
|
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|
2022
Q4 | $12.4M | Buy |
|
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $10.7M | Buy |
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|
2022
Q1 | $14.1M | Buy |
|
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|
2021
Q4 | $14.5M | Sell |
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|
2021
Q3 | $13.9M | Sell |
|
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|
2021
Q2 | $13.7M | Sell |
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|
2021
Q1 | $13.2M | Sell |
|
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|
2020
Q4 | $10.4M | Buy |
|
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|
2020
Q3 | $8.05M | Sell |
|
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|
2020
Q2 | $8.26M | Buy |
|
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|
2020
Q1 | $5.29M | Buy |
|
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|
2019
Q4 | $4.07M | Buy |
|
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|
2019
Q3 | $2.03M | Buy |
|
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|
2019
Q2 | $1.24M | Buy |
|
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|
2019
Q1 | $497K | Sell |
|
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|
2018
Q4 | $478K | Buy |
|
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|
2018
Q3 | $556K | Buy |
|
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|
2018
Q2 | $457K | Sell |
|
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|
2018
Q1 | $507K | Sell |
|
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|
2017
Q4 | $565K | Buy |
|
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|
2017
Q3 | $446K | Buy |
|
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|
2017
Q2 | $366K | Sell |
|
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|
2017
Q1 | $362K | Sell |
|
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|
2016
Q4 | $413K | Sell |
|
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|
2016
Q3 | $324K | Buy |
|
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|
2016
Q2 | $264K | Sell |
|
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|
2016
Q1 | $404K | Buy |
|
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|
2015
Q4 | $440K | Sell |
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|
2015
Q3 | $483K | Sell |
|
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|
2015
Q2 | $591K | Sell |
|
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|
2015
Q1 | $710K | Sell |
|
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|
2014
Q4 | $933K | Sell |
|
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.03M | Sell |
|
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|
2014
Q1 | $1.99M | Buy |
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|
2013
Q4 | $1.64M | Buy |
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|
2013
Q3 | $1.23M | Buy |
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|
2013
Q2 | $769K | Buy |
|