Logan Capital Management’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 | $305K | Sell |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $120K | Sell |
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|
2022
Q4 | $141K | Buy |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | $174K | Hold |
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|
2021
Q3 | $166K | Hold |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $151K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $345K | Buy |
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|
2019
Q3 | $246K | Sell |
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|
2019
Q2 | $253K | Sell |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $312K | Sell |
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|
2018
Q3 | $394K | Buy |
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|
2018
Q2 | $336K | Sell |
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|
2018
Q1 | $380K | Sell |
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|
2017
Q4 | $513K | Buy |
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|
2017
Q3 | $439K | Hold |
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|
2017
Q2 | $421K | Buy |
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|
2017
Q1 | $345K | Buy |
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|
2016
Q4 | $322K | Buy |
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