Kavar Capital Partners 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 | $934K | Buy |
19,731
+2,502
| +15% | +$118K | 0.13% | 104 |
|
|
2025
Q1 | $719K | Buy |
17,229
+7,603
| +79% | +$317K | 0.12% | 105 |
|
|
2024
Q4 | $423K | Sell |
9,626
-299
| -3% | -$13.1K | 0.07% | 121 |
|
|
2024
Q3 | $394K | Sell |
9,925
-753
| -7% | -$29.9K | 0.06% | 130 |
|
|
2024
Q2 | $425K | Buy |
10,678
+3
| +0% | +$119 | 0.08% | 114 |
|
|
2024
Q1 | $405K | Sell |
10,675
-10,115
| -49% | -$384K | 0.07% | 120 |
|
|
2023
Q4 | $700K | Buy |
20,790
+10,296
| +98% | +$347K | 0.08% | 119 |
|
|
2023
Q3 | $287K | Sell |
10,494
-3,289
| -24% | -$90.1K | 0.06% | 130 |
|
|
2023
Q2 | $395K | Buy |
13,783
+555
| +4% | +$15.9K | 0.08% | 111 |
|
|
2023
Q1 | $378K | Sell |
13,228
-3,199
| -19% | -$91.5K | 0.08% | 121 |
|
|
2022
Q4 | $544K | Sell |
16,427
-184
| -1% | -$6.09K | 0.13% | 94 |
|
|
2022
Q3 | $502K | Hold |
16,611
| – | – | 0.13% | 97 |
|
|
2022
Q2 | $517K | Buy |
16,611
+276
| +2% | +$8.59K | 0.12% | 106 |
|
|
2022
Q1 | $673K | Buy |
16,335
+431
| +3% | +$17.8K | 0.15% | 100 |
|
|
2021
Q4 | $708K | Hold |
15,904
| – | – | 0.15% | 98 |
|
|
2021
Q3 | $675K | Buy |
15,904
+1,013
| +7% | +$43K | 0.15% | 103 |
|
|
2021
Q2 | $614K | Hold |
14,891
| – | – | 0.15% | 102 |
|
|
2021
Q1 | $576K | Buy |
14,891
+1
| +0% | +$39 | 0.16% | 98 |
|
|
2020
Q4 | $451K | Buy |
14,890
+1,500
| +11% | +$45.4K | 0.13% | 107 |
|
|
2020
Q3 | $323K | Buy |
13,390
+1
| +0% | +$24 | 0.11% | 116 |
|
|
2020
Q2 | $318K | Buy |
13,389
+1
| +0% | +$24 | 0.12% | 101 |
|
|
2020
Q1 | $284K | Sell |
13,388
-599
| -4% | -$12.7K | 0.14% | 95 |
|
|
2019
Q4 | $493K | Sell |
13,987
-375
| -3% | -$13.2K | 0.18% | 87 |
|
|
2019
Q3 | $419K | Buy |
14,362
+2
| +0% | +$58 | 0.16% | 92 |
|
|
2019
Q2 | $416K | Hold |
14,360
| – | – | 0.16% | 90 |
|
|
2019
Q1 | $396K | Hold |
14,360
| – | – | 0.18% | 90 |
|
|
2018
Q4 | $354K | Buy |
14,360
+851
| +6% | +$21K | 0.19% | 81 |
|
|
2018
Q3 | $398K | Buy |
13,509
+1
| +0% | +$29 | 0.2% | 79 |
|
|
2018
Q2 | $381K | Hold |
13,508
| – | – | 0.19% | 80 |
|
|
2018
Q1 | $405K | Buy |
13,508
+1
| +0% | +$30 | 0.21% | 78 |
|
|
2017
Q4 | $399K | Sell |
13,507
-6,000
| -31% | -$177K | 0.21% | 78 |
|
|
2017
Q3 | $494K | Buy |
19,507
+1
| +0% | +$25 | 0.27% | 76 |
|
|
2017
Q2 | $473K | Hold |
19,506
| – | – | 0.26% | 80 |
|
|
2017
Q1 | $460K | Buy |
+19,506
| New | +$460K | 0.26% | 83 |
|
|
2016
Q1 | – | Sell |
-7,939
| Closed | -$133K | – | 122 |
|
|
2015
Q4 | $133K | Sell |
7,939
-2,159
| -21% | -$36.2K | 0.09% | 122 |
|
|
2015
Q3 | $157K | Sell |
10,098
-306
| -3% | -$4.76K | 0.11% | 110 |
|
|
2015
Q2 | $177K | Sell |
10,404
-50
| -0.5% | -$851 | 0.12% | 119 |
|
|
2015
Q1 | $161K | Buy |
10,454
+24
| +0.2% | +$370 | 0.14% | 103 |
|
|
2014
Q4 | $187K | Buy |
10,430
+10
| +0.1% | +$179 | 0.15% | 123 |
|
|
2014
Q3 | $178K | Buy |
10,420
+267
| +3% | +$4.56K | 0.15% | 123 |
|
|
2014
Q2 | $156K | Sell |
10,153
-1,250
| -11% | -$19.2K | 0.13% | 131 |
|
|
2014
Q1 | $196K | Buy |
11,403
+13
| +0.1% | +$223 | 0.16% | 127 |
|
|
2013
Q4 | $177K | Buy |
+11,390
| New | +$177K | 0.16% | 122 |
|