Lido Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
382,673
-146,098
| -28% | -$6.91M | 0.07% | 161 |
|
|
2025
Q1 | $22.1M | Buy |
528,771
+17,701
| +3% | +$739K | 0.1% | 123 |
|
|
2024
Q4 | $22.5M | Buy |
511,070
+218,438
| +75% | +$9.6M | 0.1% | 112 |
|
|
2024
Q3 | $11.6M | Buy |
292,632
+10,328
| +4% | +$410K | 0.06% | 170 |
|
|
2024
Q2 | $11.2M | Buy |
282,304
+13,172
| +5% | +$524K | 0.06% | 155 |
|
|
2024
Q1 | $10.2M | Buy |
269,132
+12,328
| +5% | +$467K | 0.06% | 164 |
|
|
2023
Q4 | $8.65M | Sell |
256,804
-4,547
| -2% | -$153K | 0.06% | 173 |
|
|
2023
Q3 | $7.16M | Buy |
261,351
+3,771
| +1% | +$103K | 0.05% | 168 |
|
|
2023
Q2 | $7.39M | Sell |
257,580
-18,101
| -7% | -$519K | 0.05% | 166 |
|
|
2023
Q1 | $7.88M | Buy |
275,681
+19,818
| +8% | +$567K | 0.08% | 149 |
|
|
2022
Q4 | $8.47M | Buy |
255,863
+16,471
| +7% | +$546K | 0.1% | 105 |
|
|
2022
Q3 | $7.23M | Sell |
239,392
-96,051
| -29% | -$2.9M | 0.09% | 106 |
|
|
2022
Q2 | $10.4M | Buy |
335,443
+41,251
| +14% | +$1.28M | 0.14% | 69 |
|
|
2022
Q1 | $12.1M | Buy |
294,192
+22,707
| +8% | +$936K | 0.14% | 77 |
|
|
2021
Q4 | $12.1M | Buy |
271,485
+16,967
| +7% | +$755K | 0.13% | 77 |
|
|
2021
Q3 | $10.8M | Sell |
254,518
-36,587
| -13% | -$1.55M | 0.15% | 69 |
|
|
2021
Q2 | $12M | Buy |
291,105
+18,712
| +7% | +$771K | 0.17% | 66 |
|
|
2021
Q1 | $10.5M | Buy |
272,393
+80,102
| +42% | +$3.1M | 0.18% | 66 |
|
|
2020
Q4 | $5.83M | Buy |
192,291
+21,425
| +13% | +$649K | 0.12% | 98 |
|
|
2020
Q3 | $4.12M | Buy |
170,866
+6,811
| +4% | +$164K | 0.11% | 101 |
|
|
2020
Q2 | $3.9M | Buy |
164,055
+9,027
| +6% | +$214K | 0.12% | 99 |
|
|
2020
Q1 | $3.29M | Buy |
155,028
+1,404
| +0.9% | +$29.8K | 0.14% | 85 |
|
|
2019
Q4 | $5.41M | Buy |
153,624
+12,888
| +9% | +$454K | 0.22% | 66 |
|
|
2019
Q3 | $4.11M | Buy |
140,736
+15,948
| +13% | +$465K | 0.21% | 68 |
|
|
2019
Q2 | $3.62M | Buy |
124,788
+19,731
| +19% | +$572K | 0.21% | 68 |
|
|
2019
Q1 | $2.9M | Sell |
105,057
-17,289
| -14% | -$477K | 0.19% | 74 |
|
|
2018
Q4 | $3.01M | Buy |
122,346
+6,022
| +5% | +$148K | 0.3% | 47 |
|
|
2018
Q3 | $3.43M | Buy |
116,324
+36,309
| +45% | +$1.07M | 0.33% | 39 |
|
|
2018
Q2 | $2.26M | Buy |
80,015
+10,926
| +16% | +$308K | 0.26% | 55 |
|
|
2018
Q1 | $2.07M | Buy |
69,089
+14,060
| +26% | +$421K | 0.28% | 51 |
|
|
2017
Q4 | $1.62M | Buy |
55,029
+125
| +0.2% | +$3.69K | 0.23% | 55 |
|
|
2017
Q3 | $1.5M | Buy |
54,904
+1,330
| +2% | +$36.4K | 0.24% | 53 |
|
|
2017
Q2 | $1.3M | Sell |
53,574
-357
| -0.7% | -$8.66K | 0.27% | 54 |
|
|
2017
Q1 | $1.29M | Buy |
53,931
+239
| +0.4% | +$5.73K | 0.36% | 46 |
|
|
2016
Q4 | $1.19M | Buy |
53,692
+26,782
| +100% | +$592K | 0.29% | 37 |
|
|
2016
Q3 | $421K | Sell |
26,910
-1,608
| -6% | -$25.2K | 0.13% | 77 |
|
|
2016
Q2 | $378K | Buy |
+28,518
| New | +$378K | 0.12% | 84 |
|