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 |
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|
2025
Q2 | $15.3K | Hold |
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|
2025
Q1 | $13.5K | Sell |
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|
2024
Q4 | $22.5K | Buy |
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|
2024
Q3 | $20K | Hold |
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|
2024
Q2 | $20.1K | Hold |
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|
2024
Q1 | $19.1K | Hold |
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|
2023
Q4 | $17K | Sell |
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|
2023
Q3 | $16.2K | Sell |
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|
2023
Q2 | $25K | Hold |
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|
2023
Q1 | $24.9K | Hold |
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|
2022
Q4 | $28.8K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $36K | Hold |
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|
2021
Q1 | $34K | Hold |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $21K | Sell |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $42K | Sell |
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|
2019
Q3 | $38K | Buy |
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|
2019
Q2 | $37K | Buy |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $32K | Buy |
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|
2018
Q3 | $38K | Sell |
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|
2018
Q2 | $40K | Buy |
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|
2018
Q1 | $43K | Buy |
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|
2017
Q4 | $27K | Sell |
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|
2017
Q3 | $32K | Buy |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $6K | Hold |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $4K | Hold |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $5K | Hold |
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|
2015
Q1 | $4K | Buy |
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|
2014
Q4 | $2K | Buy |
|