Lowe Wealth 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 | $16.7K | Hold |
323
| – | – | 0.01% | 226 |
|
|
2025
Q2 | $15.3K | Hold |
323
| – | – | 0.01% | 222 |
|
|
2025
Q1 | $13.5K | Sell |
323
-190
| -37% | -$8.47K | 0.01% | 229 |
|
|
2024
Q4 | $22.5K | Buy |
513
+8
| +2% | +$352 | 0.01% | 175 |
|
|
2024
Q3 | $20K | Hold |
505
| – | – | 0.01% | 168 |
|
|
2024
Q2 | $20.1K | Hold |
505
| – | – | 0.01% | 171 |
|
|
2024
Q1 | $19.1K | Hold |
505
| – | – | 0.01% | 167 |
|
|
2023
Q4 | $17K | Sell |
505
-85
| -14% | -$2.48K | 0.01% | 172 |
|
|
2023
Q3 | $16.2K | Sell |
590
-280
| -32% | -$8.28K | 0.01% | 162 |
|
|
2023
Q2 | $25K | Hold |
870
| – | – | 0.01% | 144 |
|
|
2023
Q1 | $24.9K | Hold |
870
| – | – | 0.01% | 141 |
|
|
2022
Q4 | $28.8K | Hold |
870
| – | – | 0.02% | 135 |
|
|
2022
Q3 | $26K | Hold |
870
| – | – | 0.02% | 133 |
|
|
2022
Q2 | $27K | Hold |
870
| – | – | 0.01% | 122 |
|
|
2022
Q1 | $36K | Hold |
870
| – | – | 0.02% | 120 |
|
|
2021
Q4 | $39K | Hold |
870
| – | – | 0.02% | 115 |
|
|
2021
Q3 | $37K | Hold |
870
| – | – | 0.02% | 107 |
|
|
2021
Q2 | $36K | Hold |
870
| – | – | 0.02% | 107 |
|
|
2021
Q1 | $34K | Hold |
870
| – | – | 0.02% | 109 |
|
|
2020
Q4 | $26K | Hold |
870
| – | – | 0.01% | 115 |
|
|
2020
Q3 | $21K | Hold |
870
| – | – | 0.01% | 115 |
|
|
2020
Q2 | $21K | Sell |
870
-125
| -13% | -$2.95K | 0.01% | 107 |
|
|
2020
Q1 | $21K | Sell |
995
-202
| -17% | -$6.06K | 0.01% | 96 |
|
|
2019
Q4 | $42K | Sell |
1,197
-90
| -7% | -$2.91K | 0.02% | 71 |
|
|
2019
Q3 | $38K | Buy |
1,287
+2
| +0.2% | +$58 | 0.02% | 74 |
|
|
2019
Q2 | $37K | Buy |
1,285
+2
| +0.2% | +$58 | 0.02% | 78 |
|
|
2019
Q1 | $35K | Buy |
1,283
+1
| +0.1% | +$28 | 0.02% | 77 |
|
|
2018
Q4 | $32K | Buy |
1,282
+2
| +0.2% | +$54 | 0.02% | 73 |
|
|
2018
Q3 | $38K | Sell |
1,280
-145
| -10% | -$4.42K | 0.02% | 77 |
|
|
2018
Q2 | $40K | Buy |
1,425
+2
| +0.1% | +$60 | 0.02% | 73 |
|
|
2018
Q1 | $43K | Buy |
1,423
+519
| +57% | +$16.3K | 0.03% | 73 |
|
|
2017
Q4 | $27K | Sell |
904
-348
| -28% | -$9.59K | 0.02% | 97 |
|
|
2017
Q3 | $32K | Buy |
1,252
+972
| +347% | +$23.6K | 0.02% | 81 |
|
|
2017
Q2 | $7K | Hold |
280
| – | – | ﹤0.01% | 143 |
|
|
2017
Q1 | $7K | Hold |
280
| – | – | ﹤0.01% | 143 |
|
|
2016
Q4 | $6K | Hold |
280
| – | – | ﹤0.01% | 152 |
|
|
2016
Q3 | $4K | Hold |
280
| – | – | ﹤0.01% | 162 |
|
|
2016
Q2 | $4K | Hold |
280
| – | – | ﹤0.01% | 156 |
|
|
2016
Q1 | $4K | Hold |
280
| – | – | ﹤0.01% | 154 |
|
|
2015
Q4 | $5K | Hold |
280
| – | – | ﹤0.01% | 154 |
|
|
2015
Q3 | $4K | Hold |
280
| – | – | ﹤0.01% | 164 |
|
|
2015
Q2 | $5K | Hold |
280
| – | – | ﹤0.01% | 150 |
|
|
2015
Q1 | $4K | Buy |
280
+180
| +180% | +$2.89K | ﹤0.01% | 162 |
|
|
2014
Q4 | $2K | Buy |
+100
| New | +$1.71K | ﹤0.01% | 176 |
|
Other funds holding BAC
Lowe Wealth Advisors's BAC Position: Q3 2025 in Review
Lowe Wealth Advisors held its Bank of America (BAC) position steady in Q3 2025 at 323 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #226.
Lowe Wealth Advisors first reported a position in BAC in Q4 2014 and has held it in 44 quarters since. The position peaked at $43K in Q1 2018. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.
- Lowe Wealth Advisors held 323 shares of Bank of America worth $16.7K as of Q3 2025.
- Lowe Wealth Advisors left its Bank of America share count unchanged in Q3 2025.
- Bank of America made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #226 holding.
- Lowe Wealth Advisors first reported a position in Bank of America in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's Bank of America position peaked at $43K in Q1 2018.
- 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.