LIA
LBMC Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
17,446
+53
| +0.3% | +$2.51K | 0.06% | 100 |
|
|
2025
Q1 | $726K | Sell |
17,393
-3,990
| -19% | -$167K | 0.06% | 96 |
|
|
2024
Q4 | $940K | Sell |
21,383
-205
| -0.9% | -$9.01K | 0.07% | 79 |
|
|
2024
Q3 | $857K | Buy |
21,588
+85
| +0.4% | +$3.37K | 0.07% | 81 |
|
|
2024
Q2 | $855K | Sell |
21,503
-749
| -3% | -$29.8K | 0.07% | 77 |
|
|
2024
Q1 | $844K | Buy |
22,252
+63
| +0.3% | +$2.39K | 0.07% | 81 |
|
|
2023
Q4 | $747K | Sell |
22,189
-119
| -0.5% | -$4.01K | 0.07% | 81 |
|
|
2023
Q3 | $578K | Buy |
22,308
+206
| +0.9% | +$5.34K | 0.06% | 89 |
|
|
2023
Q2 | $634K | Buy |
22,102
+95
| +0.4% | +$2.73K | 0.06% | 83 |
|
|
2023
Q1 | $629K | Sell |
22,007
-248
| -1% | -$7.09K | 0.06% | 81 |
|
|
2022
Q4 | $737K | Buy |
22,255
+743
| +3% | +$24.6K | 0.08% | 70 |
|
|
2022
Q3 | $650K | Sell |
21,512
-1,056
| -5% | -$31.9K | 0.07% | 65 |
|
|
2022
Q2 | $703K | Sell |
22,568
-2,979
| -12% | -$92.8K | 0.08% | 63 |
|
|
2022
Q1 | $1.05M | Buy |
25,547
+63
| +0.2% | +$2.6K | 0.09% | 58 |
|
|
2021
Q4 | $1.13M | Sell |
25,484
-1,241
| -5% | -$55.2K | 0.1% | 56 |
|
|
2021
Q3 | $1.18K | Hold |
26,725
| – | – | 0.11% | 51 |
|
|
2021
Q2 | $1.1M | Buy |
26,725
+52
| +0.2% | +$2.14K | 0.1% | 56 |
|
|
2021
Q1 | $1.03M | Sell |
26,673
-117
| -0.4% | -$4.53K | 0.11% | 52 |
|
|
2020
Q4 | $812K | Buy |
26,790
+242
| +0.9% | +$7.34K | 0.1% | 53 |
|
|
2020
Q3 | $640K | Buy |
26,548
+88
| +0.3% | +$2.12K | 0.09% | 57 |
|
|
2020
Q2 | $628K | Buy |
26,460
+107
| +0.4% | +$2.54K | 0.1% | 48 |
|
|
2020
Q1 | $559K | Buy |
26,353
+347
| +1% | +$7.36K | 0.1% | 44 |
|
|
2019
Q4 | $916K | Buy |
26,006
+92
| +0.4% | +$3.24K | 0.13% | 38 |
|
|
2019
Q3 | $756K | Sell |
25,914
-4
| -0% | -$117 | 0.11% | 44 |
|
|
2019
Q2 | $752K | Buy |
25,918
+299
| +1% | +$8.68K | 0.11% | 43 |
|
|
2019
Q1 | $707K | Sell |
25,619
-1,038
| -4% | -$28.6K | 0.11% | 42 |
|
|
2018
Q4 | $657K | Buy |
26,657
+3,254
| +14% | +$80.2K | 0.12% | 44 |
|
|
2018
Q3 | $689K | Buy |
23,403
+1,240
| +6% | +$36.5K | 0.11% | 48 |
|
|
2018
Q2 | $625K | Buy |
22,163
+2,172
| +11% | +$61.3K | 0.1% | 50 |
|
|
2018
Q1 | $600K | Buy |
19,991
+769
| +4% | +$23.1K | 0.1% | 45 |
|
|
2017
Q4 | $567K | Buy |
19,222
+341
| +2% | +$10.1K | 0.09% | 50 |
|
|
2017
Q3 | $478K | Buy |
18,881
+2,030
| +12% | +$51.4K | 0.08% | 51 |
|
|
2017
Q2 | $409K | Buy |
16,851
+51
| +0.3% | +$1.24K | 0.07% | 54 |
|
|
2017
Q1 | $396K | Sell |
16,800
-4,925
| -23% | -$116K | 0.07% | 58 |
|
|
2016
Q4 | $480K | Sell |
21,725
-30,041
| -58% | -$664K | 0.09% | 48 |
|
|
2016
Q3 | $810K | Buy |
51,766
+28,366
| +121% | +$444K | 0.16% | 37 |
|
|
2016
Q2 | $311K | Sell |
23,400
-10
| -0% | -$133 | 0.06% | 57 |
|
|
2016
Q1 | $317K | Buy |
23,410
+1,757
| +8% | +$23.8K | 0.07% | 57 |
|
|
2015
Q4 | $364K | Buy |
21,653
+64
| +0.3% | +$1.08K | 0.08% | 51 |
|
|
2015
Q3 | $336K | Buy |
21,589
+2,893
| +15% | +$45K | 0.08% | 49 |
|
|
2015
Q2 | $318K | Buy |
18,696
+54
| +0.3% | +$918 | 0.07% | 47 |
|
|
2015
Q1 | $287K | Buy |
18,642
+49
| +0.3% | +$754 | 0.06% | 49 |
|
|
2014
Q4 | $333K | Buy |
18,593
+143
| +0.8% | +$2.56K | 0.08% | 46 |
|
|
2014
Q3 | $315K | Buy |
18,450
+54
| +0.3% | +$922 | 0.08% | 41 |
|
|
2014
Q2 | $283K | Sell |
18,396
-1,738
| -9% | -$26.7K | 0.08% | 41 |
|
|
2014
Q1 | $346K | Sell |
20,134
-3,906
| -16% | -$67.1K | 0.09% | 35 |
|
|
2013
Q4 | $374K | Buy |
24,040
+5,049
| +27% | +$78.5K | 0.1% | 36 |
|
|
2013
Q3 | $262K | Buy |
18,991
+25
| +0.1% | +$345 | 0.08% | 44 |
|
|
2013
Q2 | $244K | Buy |
+18,966
| New | +$244K | 0.08% | 41 |
|