Leavell Investment Management’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 | $951K | Buy |
20,100
+3,292
| +20% | +$156K | 0.04% | 308 |
|
|
2025
Q1 | $701K | Buy |
16,808
+857
| +5% | +$35.8K | 0.03% | 329 |
|
|
2024
Q4 | $701K | Buy |
15,951
+4,342
| +37% | +$191K | 0.03% | 325 |
|
|
2024
Q3 | $461K | Sell |
11,609
-14
| -0.1% | -$556 | 0.02% | 398 |
|
|
2024
Q2 | $462K | Sell |
11,623
-2,815
| -19% | -$112K | 0.03% | 366 |
|
|
2024
Q1 | $547K | Sell |
14,438
-5
| -0% | -$189 | 0.03% | 338 |
|
|
2023
Q4 | $486K | Sell |
14,443
-1,034
| -7% | -$34.8K | 0.03% | 332 |
|
|
2023
Q3 | $424K | Buy |
15,477
+40
| +0.3% | +$1.1K | 0.03% | 344 |
|
|
2023
Q2 | $443K | Sell |
15,437
-803
| -5% | -$23K | 0.03% | 346 |
|
|
2023
Q1 | $464K | Sell |
16,240
-4,040
| -20% | -$115K | 0.03% | 329 |
|
|
2022
Q4 | $672K | Buy |
20,280
+1,964
| +11% | +$65.1K | 0.05% | 288 |
|
|
2022
Q3 | $553K | Sell |
18,316
-1,235
| -6% | -$37.3K | 0.04% | 297 |
|
|
2022
Q2 | $609K | Buy |
19,551
+400
| +2% | +$12.5K | 0.05% | 288 |
|
|
2022
Q1 | $789K | Sell |
19,151
-3,000
| -14% | -$124K | 0.05% | 264 |
|
|
2021
Q4 | $985K | Buy |
22,151
+200
| +0.9% | +$8.89K | 0.07% | 241 |
|
|
2021
Q3 | $932K | Buy |
21,951
+2,202
| +11% | +$93.5K | 0.07% | 227 |
|
|
2021
Q2 | $764K | Hold |
19,749
| – | – | 0.06% | 235 |
|
|
2021
Q1 | $764K | Hold |
19,749
| – | – | 0.06% | 235 |
|
|
2020
Q4 | $599K | Sell |
19,749
-759
| -4% | -$23K | 0.05% | 254 |
|
|
2020
Q3 | $494K | Sell |
20,508
-100
| -0.5% | -$2.41K | 0.04% | 266 |
|
|
2020
Q2 | $489K | Buy |
20,608
+995
| +5% | +$23.6K | 0.05% | 257 |
|
|
2020
Q1 | $416K | Buy |
19,613
+97
| +0.5% | +$2.06K | 0.05% | 254 |
|
|
2019
Q4 | $687K | Hold |
19,516
| – | – | 0.06% | 234 |
|
|
2019
Q3 | $569K | Buy |
19,516
+1,814
| +10% | +$52.9K | 0.06% | 250 |
|
|
2019
Q2 | $513K | Hold |
17,702
| – | – | 0.05% | 261 |
|
|
2019
Q1 | $488K | Hold |
17,702
| – | – | 0.05% | 259 |
|
|
2018
Q4 | $436K | Hold |
17,702
| – | – | 0.05% | 255 |
|
|
2018
Q3 | $522K | Buy |
17,702
+252
| +1% | +$7.43K | 0.06% | 251 |
|
|
2018
Q2 | $492K | Hold |
17,450
| – | – | 0.06% | 255 |
|
|
2018
Q1 | $523K | Hold |
17,450
| – | – | 0.06% | 249 |
|
|
2017
Q4 | $515K | Sell |
17,450
-150
| -0.9% | -$4.43K | 0.06% | 255 |
|
|
2017
Q3 | $446K | Hold |
17,600
| – | – | 0.06% | 259 |
|
|
2017
Q2 | $427K | Sell |
17,600
-75
| -0.4% | -$1.82K | 0.05% | 268 |
|
|
2017
Q1 | $417K | Hold |
17,675
| – | – | 0.05% | 263 |
|
|
2016
Q4 | $391K | Sell |
17,675
-10,600
| -37% | -$234K | 0.05% | 266 |
|
|
2016
Q3 | $443K | Sell |
28,275
-2,125
| -7% | -$33.3K | 0.07% | 251 |
|
|
2016
Q2 | $403K | Sell |
30,400
-250
| -0.8% | -$3.31K | 0.06% | 270 |
|
|
2016
Q1 | $414K | Sell |
30,650
-850
| -3% | -$11.5K | 0.06% | 257 |
|
|
2015
Q4 | $530K | Hold |
31,500
| – | – | 0.08% | 217 |
|
|
2015
Q3 | $491K | Sell |
31,500
-4,300
| -12% | -$67K | 0.08% | 217 |
|
|
2015
Q2 | $609K | Buy |
35,800
+1,700
| +5% | +$28.9K | 0.09% | 211 |
|
|
2015
Q1 | $525K | Hold |
34,100
| – | – | 0.08% | 230 |
|
|
2014
Q4 | $610K | Sell |
34,100
-4,635
| -12% | -$82.9K | 0.09% | 207 |
|
|
2014
Q3 | $660K | Sell |
38,735
-55,000
| -59% | -$937K | 0.1% | 201 |
|
|
2014
Q2 | $1.44M | Sell |
93,735
-9,605
| -9% | -$148K | 0.23% | 136 |
|
|
2014
Q1 | $1.78M | Buy |
103,340
+18,655
| +22% | +$321K | 0.3% | 106 |
|
|
2013
Q4 | $1.32M | Sell |
84,685
-2,250
| -3% | -$35K | 0.22% | 131 |
|
|
2013
Q3 | $1.2M | Hold |
86,935
| – | – | 0.22% | 126 |
|
|
2013
Q2 | $1.12M | Buy |
+86,935
| New | +$1.12M | 0.21% | 126 |
|