Laurel Wealth Advisors (North Carolina)’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.9M | Sell |
208,341
-547
| -0.3% | -$29.1K | 1.15% | 18 |
|
|
2026
Q1 | $10.7M | Sell |
208,888
-15
| -0% | -$774 | 1.06% | 18 |
|
|
2025
Q4 | $11.5M | Sell |
208,903
-3,280
| -2% | -$173K | 1.52% | 17 |
|
|
2025
Q3 | $10.9M | Sell |
212,183
-582
| -0.3% | -$28.4K | 1.53% | 18 |
|
|
2025
Q2 | $10.1M | Buy |
212,765
+9,563
| +5% | +$402K | 1.51% | 18 |
|
|
2025
Q1 | $8.48M | Sell |
203,202
-4,392
| -2% | -$196K | 1.33% | 19 |
|
|
2024
Q4 | $9.12M | Sell |
207,594
-294
| -0.1% | -$12.9K | 1.43% | 18 |
|
|
2024
Q3 | $8.25M | Sell |
207,888
-5,175
| -2% | -$207K | 1.31% | 19 |
|
|
2024
Q2 | $8.47M | Sell |
213,063
-4,859
| -2% | -$186K | 1.47% | 15 |
|
|
2024
Q1 | $8.26M | Sell |
217,922
-1,994
| -0.9% | -$68.4K | 1.41% | 18 |
|
|
2023
Q4 | $7.4M | Sell |
219,916
-4,994
| -2% | -$145K | 1.4% | 18 |
|
|
2023
Q3 | $6.16M | Sell |
224,910
-5,778
| -3% | -$171K | 1.3% | 22 |
|
|
2023
Q2 | $6.62M | Sell |
230,688
-1,942
| -0.8% | -$55.4K | 1.33% | 21 |
|
|
2023
Q1 | $6.65M | Buy |
232,630
+11,106
| +5% | +$367K | 1.41% | 17 |
|
|
2022
Q4 | $7.34M | Buy |
221,524
+1,655
| +0.8% | +$57K | 1.66% | 17 |
|
|
2022
Q3 | $6.64M | Buy |
219,869
+785
| +0.4% | +$26.2K | 1.65% | 17 |
|
|
2022
Q2 | $6.82M | Buy |
219,084
+8,960
| +4% | +$323K | 1.65% | 17 |
|
|
2022
Q1 | $8.66M | Sell |
210,124
-138
| -0.1% | -$6.23K | 1.82% | 13 |
|
|
2021
Q4 | $9.36M | Buy |
210,262
+19,672
| +10% | +$896K | 1.92% | 13 |
|
|
2021
Q3 | $8.09M | Sell |
190,590
-3,037
| -2% | -$122K | 1.79% | 15 |
|
|
2021
Q2 | $7.98M | Sell |
193,627
-1,295
| -0.7% | -$53.1K | 1.72% | 16 |
|
|
2021
Q1 | $7.54M | Sell |
194,922
-2,333
| -1% | -$80.5K | 1.83% | 15 |
|
|
2020
Q4 | $5.98M | Buy |
197,255
+17,786
| +10% | +$477K | 1.55% | 17 |
|
|
2020
Q3 | $4.32M | Sell |
179,469
-223
| -0.1% | -$5.55K | 1.29% | 20 |
|
|
2020
Q2 | $4.27M | Buy |
179,692
+865
| +0.5% | +$20.4K | 1.4% | 18 |
|
|
2020
Q1 | $3.8M | Buy |
178,827
+4,701
| +3% | +$141K | 1.43% | 18 |
|
|
2019
Q4 | $6.13M | Buy |
174,126
+2,261
| +1% | +$73.1K | 1.93% | 12 |
|
|
2019
Q3 | $5.01M | Buy |
171,865
+534
| +0.3% | +$15.4K | 1.71% | 14 |
|
|
2019
Q2 | $4.97M | Buy |
171,331
+9,571
| +6% | +$276K | 1.75% | 13 |
|
|
2019
Q1 | $4.46M | Buy |
161,760
+1,725
| +1% | +$48.8K | 1.64% | 14 |
|
|
2018
Q4 | $3.94M | Buy |
+160,035
| New | +$4.34M | 1.58% | 14 |
|
Other funds holding BAC
Laurel Wealth Advisors (North Carolina)'s BAC Position: Q2 2026 in Review
Laurel Wealth Advisors (North Carolina) reduced its Bank of America (BAC) stake by 0.26% in Q2 2026, selling an estimated $29.1K and leaving 208,341 shares worth $11.9M. The position accounts for 1.15% of the portfolio, ranked #18.
Laurel Wealth Advisors (North Carolina) first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) held 208,341 shares of Bank of America worth $11.9M as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) sold 547 Bank of America shares in Q2 2026, an estimated $29.1K.
- Bank of America made up 1.15% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #18 holding.
- Laurel Wealth Advisors (North Carolina) first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.