Loring Wolcott & Coolidge Fiduciary 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
Q3 | $9.72M | Buy |
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|
2025
Q2 | $8.27M | Sell |
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|
2025
Q1 | $6.81M | Sell |
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|
2024
Q4 | $8.31M | Sell |
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|
2024
Q3 | $7.55M | Buy |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.34M | Hold |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.14M | Hold |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $971K | Sell |
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|
2019
Q4 | $1.84M | Sell |
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|
2019
Q3 | $1.57M | Sell |
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|
2019
Q2 | $1.62M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $895K | Sell |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.28M | Sell |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $1.05M | Buy |
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|
2017
Q2 | $997K | Buy |
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|
2017
Q1 | $961K | Sell |
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|
2016
Q4 | $964K | Sell |
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|
2016
Q3 | $690K | Hold |
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|
2016
Q2 | $585K | Sell |
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|
2016
Q1 | $601K | Sell |
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|
2015
Q4 | $766K | Buy |
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|
2015
Q3 | $710K | Hold |
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|
2015
Q2 | $710K | Buy |
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|
2015
Q1 | $634K | Sell |
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|
2014
Q4 | $738K | Sell |
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|
2014
Q3 | $754K | Buy |
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|
2014
Q2 | $643K | Hold |
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|
2014
Q1 | $720K | Buy |
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|
2013
Q4 | $617K | Hold |
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|
2013
Q3 | $547K | Sell |
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|
2013
Q2 | $542K | Buy |
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