JT Stratford LLC’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 | $897K | Buy |
18,963
+2,983
| +19% | +$141K | 0.14% | 154 |
|
2025
Q1 | $667K | Sell |
15,980
-173
| -1% | -$7.22K | 0.12% | 169 |
|
2024
Q4 | $710K | Sell |
16,153
-1,321
| -8% | -$58.1K | 0.12% | 168 |
|
2024
Q3 | $693K | Buy |
17,474
+627
| +4% | +$24.9K | 0.12% | 170 |
|
2024
Q2 | $670K | Sell |
16,847
-1,424
| -8% | -$56.6K | 0.12% | 162 |
|
2024
Q1 | $693K | Sell |
18,271
-1,447
| -7% | -$54.9K | 0.14% | 168 |
|
2023
Q4 | $664K | Buy |
19,718
+2,380
| +14% | +$80.1K | 0.15% | 155 |
|
2023
Q3 | $475K | Sell |
17,338
-9,706
| -36% | -$266K | 0.12% | 170 |
|
2023
Q2 | $776K | Buy |
27,044
+9,616
| +55% | +$276K | 0.21% | 118 |
|
2023
Q1 | $498K | Buy |
17,428
+5,747
| +49% | +$164K | 0.14% | 152 |
|
2022
Q4 | $387K | Buy |
11,681
+2,718
| +30% | +$90K | 0.12% | 158 |
|
2022
Q3 | $271K | Sell |
8,963
-1,022
| -10% | -$30.9K | 0.1% | 167 |
|
2022
Q2 | $311K | Sell |
9,985
-1,356
| -12% | -$42.2K | 0.1% | 170 |
|
2022
Q1 | $467K | Buy |
11,341
+129
| +1% | +$5.31K | 0.14% | 132 |
|
2021
Q4 | $499K | Buy |
11,212
+118
| +1% | +$5.25K | 0.14% | 137 |
|
2021
Q3 | $471K | Buy |
11,094
+409
| +4% | +$17.4K | 0.14% | 125 |
|
2021
Q2 | $441K | Buy |
10,685
+99
| +0.9% | +$4.09K | 0.14% | 134 |
|
2021
Q1 | $410K | Buy |
10,586
+1,530
| +17% | +$59.3K | 0.14% | 131 |
|
2020
Q4 | $274K | Sell |
9,056
-32,819
| -78% | -$993K | 0.1% | 142 |
|
2020
Q3 | $1.01M | Sell |
41,875
-26
| -0.1% | -$626 | 0.43% | 57 |
|
2020
Q2 | $995K | Buy |
+41,901
| New | +$995K | 0.51% | 61 |
|
2019
Q3 | – | Sell |
-30,728
| Closed | -$891K | – | 160 |
|
2019
Q2 | $891K | Buy |
30,728
+797
| +3% | +$23.1K | 0.49% | 56 |
|
2019
Q1 | $826K | Buy |
29,931
+564
| +2% | +$15.6K | 0.47% | 58 |
|
2018
Q4 | $724K | Buy |
+29,367
| New | +$724K | 0.48% | 59 |
|