Journey Strategic Wealth’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 | $2.36M | Buy |
49,949
+18,414
| +58% | +$871K | 0.08% | 79 |
|
|
2025
Q1 | $1.32M | Buy |
31,535
+129
| +0.4% | +$5.38K | 0.05% | 106 |
|
|
2024
Q4 | $1.38M | Sell |
31,406
-3,329
| -10% | -$146K | 0.05% | 94 |
|
|
2024
Q3 | $1.38M | Buy |
34,735
+5,984
| +21% | +$237K | 0.05% | 102 |
|
|
2024
Q2 | $1.14M | Buy |
28,751
+5,236
| +22% | +$208K | 0.05% | 82 |
|
|
2024
Q1 | $892K | Buy |
23,515
+5,805
| +33% | +$220K | 0.04% | 84 |
|
|
2023
Q4 | $596K | Buy |
17,710
+7,062
| +66% | +$238K | 0.03% | 93 |
|
|
2023
Q3 | $292K | Sell |
10,648
-3,687
| -26% | -$101K | 0.01% | 119 |
|
|
2023
Q2 | $411K | Sell |
14,335
-12,912
| -47% | -$370K | 0.02% | 98 |
|
|
2023
Q1 | $779K | Sell |
27,247
-3,780
| -12% | -$108K | 0.08% | 70 |
|
|
2022
Q4 | $1.03M | Sell |
31,027
-842
| -3% | -$27.9K | 0.12% | 58 |
|
|
2022
Q3 | $962K | Buy |
31,869
+5,233
| +20% | +$158K | 0.13% | 44 |
|
|
2022
Q2 | $829K | Sell |
26,636
-532
| -2% | -$16.6K | 0.11% | 45 |
|
|
2022
Q1 | $1.12M | Sell |
27,168
-1,833
| -6% | -$75.6K | 0.12% | 26 |
|
|
2021
Q4 | $1.29M | Buy |
+29,001
| New | +$1.29M | 0.13% | 36 |
|