L.J. Altfest & Co’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 | $735K | Sell |
15,538
-1,694
| -10% | -$80.2K | 0.09% | 164 |
|
|
2025
Q1 | $719K | Sell |
17,232
-2,101
| -11% | -$87.7K | 0.09% | 160 |
|
|
2024
Q4 | $850K | Sell |
19,333
-370
| -2% | -$16.3K | 0.11% | 132 |
|
|
2024
Q3 | $782K | Sell |
19,703
-843
| -4% | -$33.5K | 0.1% | 151 |
|
|
2024
Q2 | $817K | Buy |
20,546
+141
| +0.7% | +$5.61K | 0.11% | 133 |
|
|
2024
Q1 | $774K | Buy |
20,405
+102
| +0.5% | +$3.87K | 0.11% | 136 |
|
|
2023
Q4 | $684K | Sell |
20,303
-2,528
| -11% | -$85.2K | 0.1% | 148 |
|
|
2023
Q3 | $625K | Sell |
22,831
-205
| -0.9% | -$5.61K | 0.1% | 146 |
|
|
2023
Q2 | $661K | Sell |
23,036
-469
| -2% | -$13.5K | 0.1% | 143 |
|
|
2023
Q1 | $672K | Buy |
23,505
+2,416
| +11% | +$69.1K | 0.11% | 132 |
|
|
2022
Q4 | $698K | Sell |
21,089
-3,803
| -15% | -$126K | 0.12% | 121 |
|
|
2022
Q3 | $752K | Buy |
24,892
+33
| +0.1% | +$997 | 0.14% | 105 |
|
|
2022
Q2 | $774K | Sell |
24,859
-491
| -2% | -$15.3K | 0.14% | 109 |
|
|
2022
Q1 | $1.05M | Sell |
25,350
-2,195
| -8% | -$90.5K | 0.19% | 86 |
|
|
2021
Q4 | $1.23M | Sell |
27,545
-984
| -3% | -$43.8K | 0.23% | 80 |
|
|
2021
Q3 | $1.21M | Sell |
28,529
-725
| -2% | -$30.8K | 0.25% | 72 |
|
|
2021
Q2 | $1.21M | Sell |
29,254
-502
| -2% | -$20.7K | 0.26% | 70 |
|
|
2021
Q1 | $1.15M | Sell |
29,756
-678
| -2% | -$26.2K | 0.27% | 73 |
|
|
2020
Q4 | $922K | Buy |
30,434
+1,571
| +5% | +$47.6K | 0.23% | 81 |
|
|
2020
Q3 | $695K | Buy |
28,863
+1,442
| +5% | +$34.7K | 0.18% | 93 |
|
|
2020
Q2 | $651K | Sell |
27,421
-17,218
| -39% | -$409K | 0.19% | 91 |
|
|
2020
Q1 | $948K | Buy |
44,639
+6,036
| +16% | +$128K | 0.3% | 57 |
|
|
2019
Q4 | $1.36M | Sell |
38,603
-1,231
| -3% | -$43.4K | 0.34% | 47 |
|
|
2019
Q3 | $1.16M | Sell |
39,834
-7,767
| -16% | -$227K | 0.3% | 49 |
|
|
2019
Q2 | $1.38M | Sell |
47,601
-2,346
| -5% | -$68K | 0.37% | 43 |
|
|
2019
Q1 | $1.36M | Buy |
+49,947
| New | +$1.36M | 0.33% | 47 |
|
|
2018
Q4 | – | Sell |
-54,853
| Closed | -$1.62M | – | 153 |
|
|
2018
Q3 | $1.62M | Sell |
54,853
-1,078
| -2% | -$31.8K | 0.47% | 37 |
|
|
2018
Q2 | $1.58M | Sell |
55,931
-729
| -1% | -$20.6K | 0.59% | 33 |
|
|
2018
Q1 | $1.7M | Buy |
56,660
+2,036
| +4% | +$61.1K | 0.73% | 26 |
|
|
2017
Q4 | $1.61M | Sell |
54,624
-745
| -1% | -$22K | 0.61% | 40 |
|
|
2017
Q3 | $1.4M | Sell |
55,369
-3,386
| -6% | -$85.8K | 0.68% | 36 |
|
|
2017
Q2 | $1.43M | Buy |
58,755
+30,451
| +108% | +$739K | 0.86% | 36 |
|
|
2017
Q1 | $668K | Buy |
28,304
+1,206
| +4% | +$28.5K | 0.27% | 72 |
|
|
2016
Q4 | $599K | Sell |
27,098
-672
| -2% | -$14.9K | 0.3% | 74 |
|
|
2016
Q3 | $435K | Buy |
27,770
+2,238
| +9% | +$35.1K | 0.29% | 82 |
|
|
2016
Q2 | $339K | Buy |
25,532
+430
| +2% | +$5.71K | 0.24% | 93 |
|
|
2016
Q1 | $339K | Sell |
25,102
-893
| -3% | -$12.1K | 0.35% | 62 |
|
|
2015
Q4 | $438K | Sell |
25,995
-221
| -0.8% | -$3.72K | 0.43% | 62 |
|
|
2015
Q3 | $408K | Sell |
26,216
-680
| -3% | -$10.6K | 0.4% | 63 |
|
|
2015
Q2 | $458K | Buy |
26,896
+22
| +0.1% | +$375 | 0.42% | 62 |
|
|
2015
Q1 | $414K | Sell |
26,874
-113
| -0.4% | -$1.74K | 0.39% | 61 |
|
|
2014
Q4 | $483K | Sell |
26,987
-461
| -2% | -$8.25K | 0.39% | 70 |
|
|
2014
Q3 | $475K | Buy |
27,448
+1,022
| +4% | +$17.7K | 0.47% | 54 |
|
|
2014
Q2 | $421K | Buy |
26,426
+143
| +0.5% | +$2.28K | 0.41% | 55 |
|
|
2014
Q1 | $414K | Sell |
26,283
-608
| -2% | -$9.58K | 0.38% | 64 |
|
|
2013
Q4 | $419K | Buy |
+26,891
| New | +$419K | 0.36% | 68 |
|