Lederer & Associates Investment Counsel’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 | $946K | Hold |
20,000
| – | – | 0.63% | 55 |
|
|
2025
Q1 | $835K | Hold |
20,000
| – | – | 0.61% | 55 |
|
|
2024
Q4 | $879K | Buy |
20,000
+217
| +1% | +$9.54K | 0.61% | 58 |
|
|
2024
Q3 | $785K | Hold |
19,783
| – | – | 0.55% | 62 |
|
|
2024
Q2 | $787K | Hold |
19,783
| – | – | 0.57% | 62 |
|
|
2024
Q1 | $750K | Hold |
19,783
| – | – | 0.52% | 63 |
|
|
2023
Q4 | $666K | Hold |
19,783
| – | – | 0.49% | 64 |
|
|
2023
Q3 | $542K | Hold |
19,783
| – | – | 0.43% | 68 |
|
|
2023
Q2 | $568K | Hold |
19,783
| – | – | 0.43% | 68 |
|
|
2023
Q1 | $566K | Hold |
19,783
| – | – | 0.44% | 72 |
|
|
2022
Q4 | $655K | Hold |
19,783
| – | – | 0.54% | 64 |
|
|
2022
Q3 | $597K | Hold |
19,783
| – | – | 0.5% | 67 |
|
|
2022
Q2 | $616K | Hold |
19,783
| – | – | 0.47% | 69 |
|
|
2022
Q1 | $815K | Hold |
19,783
| – | – | 0.5% | 65 |
|
|
2021
Q4 | $880K | Sell |
19,783
-600
| -3% | -$26.7K | 0.51% | 65 |
|
|
2021
Q3 | $865K | Hold |
20,383
| – | – | 0.56% | 57 |
|
|
2021
Q2 | $840K | Hold |
20,383
| – | – | 0.56% | 56 |
|
|
2021
Q1 | $789K | Hold |
20,383
| – | – | 0.56% | 56 |
|
|
2020
Q4 | $618K | Hold |
20,383
| – | – | 0.47% | 57 |
|
|
2020
Q3 | $491K | Hold |
20,383
| – | – | 0.41% | 60 |
|
|
2020
Q2 | $484K | Hold |
20,383
| – | – | 0.45% | 59 |
|
|
2020
Q1 | $433K | Hold |
20,383
| – | – | 0.49% | 59 |
|
|
2019
Q4 | $718K | Hold |
20,383
| – | – | 0.62% | 53 |
|
|
2019
Q3 | $595K | Hold |
20,383
| – | – | 0.57% | 55 |
|
|
2019
Q2 | $591K | Buy |
+20,383
| New | +$591K | 0.54% | 54 |
|