LBMC Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.18M | Buy |
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|
2025
Q2 | $826K | Buy |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $940K | Sell |
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|
2024
Q3 | $857K | Buy |
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|
2024
Q2 | $855K | Sell |
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|
2024
Q1 | $844K | Buy |
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $737K | Buy |
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|
2022
Q3 | $650K | Sell |
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|
2022
Q2 | $703K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.18K | Hold |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $812K | Buy |
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|
2020
Q3 | $640K | Buy |
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|
2020
Q2 | $628K | Buy |
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|
2020
Q1 | $559K | Buy |
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|
2019
Q4 | $916K | Buy |
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|
2019
Q3 | $756K | Sell |
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|
2019
Q2 | $752K | Buy |
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|
2019
Q1 | $707K | Sell |
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|
2018
Q4 | $657K | Buy |
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|
2018
Q3 | $689K | Buy |
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|
2018
Q2 | $625K | Buy |
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|
2018
Q1 | $600K | Buy |
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|
2017
Q4 | $567K | Buy |
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|
2017
Q3 | $478K | Buy |
|
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|
2017
Q2 | $409K | Buy |
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|
2017
Q1 | $396K | Sell |
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|
2016
Q4 | $480K | Sell |
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|
2016
Q3 | $810K | Buy |
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|
2016
Q2 | $311K | Sell |
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|
2016
Q1 | $317K | Buy |
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|
2015
Q4 | $364K | Buy |
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|
2015
Q3 | $336K | Buy |
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|
2015
Q2 | $318K | Buy |
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|
2015
Q1 | $287K | Buy |
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|
2014
Q4 | $333K | Buy |
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|
2014
Q3 | $315K | Buy |
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|
2014
Q2 | $283K | Sell |
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|
2014
Q1 | $346K | Sell |
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|
2013
Q4 | $374K | Buy |
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|
2013
Q3 | $262K | Buy |
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|
2013
Q2 | $244K | Buy |
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