Legacy Financial 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
Q2 | $2.96M | Buy |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $834K | Buy |
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|
2023
Q1 | $659K | Buy |
|
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|
2022
Q4 | $708K | Sell |
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|
2022
Q3 | $660K | Buy |
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|
2022
Q2 | $650K | Sell |
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|
2022
Q1 | $963K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $970K | Buy |
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|
2021
Q2 | $653K | Buy |
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|
2021
Q1 | $557K | Buy |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q4 | $429K | Buy |
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|
2019
Q3 | $354K | Sell |
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|
2019
Q2 | $377K | Buy |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $230K | Buy |
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|
2018
Q3 | $260K | Sell |
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|
2018
Q2 | $257K | Buy |
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|
2018
Q1 | $237K | Sell |
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|
2017
Q4 | $248K | Buy |
|