Journey Advisory Group’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 | $820K | Buy |
17,327
+36
| +0.2% | +$1.7K | 0.06% | 171 |
|
|
2025
Q1 | $722K | Sell |
17,291
-10,625
| -38% | -$443K | 0.06% | 171 |
|
|
2024
Q4 | $1.11M | Hold |
27,916
| – | – | 0.13% | 106 |
|
|
2024
Q3 | $1.11M | Hold |
27,916
| – | – | 0.13% | 106 |
|
|
2024
Q2 | $1.11M | Sell |
27,916
-600
| -2% | -$23.9K | 0.13% | 106 |
|
|
2024
Q1 | $1.08M | Buy |
28,516
+1,450
| +5% | +$55K | 0.13% | 111 |
|
|
2023
Q4 | $911K | Sell |
27,066
-331
| -1% | -$11.1K | 0.12% | 113 |
|
|
2023
Q3 | $750K | Hold |
27,397
| – | – | 0.11% | 122 |
|
|
2023
Q2 | $786K | Sell |
27,397
-5,999
| -18% | -$172K | 0.12% | 121 |
|
|
2023
Q1 | $955K | Sell |
33,396
-1,300
| -4% | -$37.2K | 0.15% | 117 |
|
|
2022
Q4 | $1.15M | Buy |
34,696
+20,456
| +144% | +$678K | 0.29% | 84 |
|
|
2022
Q3 | $430K | Sell |
14,240
-11,669
| -45% | -$352K | 0.11% | 153 |
|
|
2022
Q2 | $873K | Buy |
25,909
+15,200
| +142% | +$512K | 0.2% | 104 |
|
|
2022
Q1 | $441K | Hold |
10,709
| – | – | 0.11% | 150 |
|
|
2021
Q4 | $476K | Hold |
10,709
| – | – | 0.13% | 138 |
|
|
2021
Q3 | $455K | Buy |
10,709
+744
| +7% | +$31.6K | 0.15% | 121 |
|
|
2021
Q2 | $411K | Buy |
9,965
+1,027
| +11% | +$42.4K | 0.13% | 131 |
|
|
2021
Q1 | $346K | Sell |
8,938
-426
| -5% | -$16.5K | 0.12% | 137 |
|
|
2020
Q4 | $284K | Buy |
+9,364
| New | +$284K | 0.11% | 146 |
|