LPL Financial’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387M | Buy |
8,173,744
+655,748
| +9% | +$31M | 0.13% | 149 |
|
|
2025
Q1 | $314M | Buy |
7,517,996
+490,119
| +7% | +$20.5M | 0.12% | 161 |
|
|
2024
Q4 | $309M | Buy |
7,027,877
+466,051
| +7% | +$20.5M | 0.13% | 146 |
|
|
2024
Q3 | $260M | Buy |
6,561,826
+292,063
| +5% | +$11.6M | 0.12% | 157 |
|
|
2024
Q2 | $249M | Buy |
6,269,763
+283,671
| +5% | +$11.3M | 0.12% | 147 |
|
|
2024
Q1 | $227M | Buy |
5,986,092
+114,753
| +2% | +$4.35M | 0.12% | 158 |
|
|
2023
Q4 | $198M | Buy |
5,871,339
+406,766
| +7% | +$13.7M | 0.12% | 159 |
|
|
2023
Q3 | $150M | Buy |
5,464,573
+109,711
| +2% | +$3M | 0.1% | 175 |
|
|
2023
Q2 | $154M | Buy |
5,354,862
+532,910
| +11% | +$15.3M | 0.11% | 165 |
|
|
2023
Q1 | $138M | Buy |
4,821,952
+282,197
| +6% | +$8.07M | 0.11% | 170 |
|
|
2022
Q4 | $150M | Buy |
4,539,755
+31,757
| +0.7% | +$1.05M | 0.13% | 155 |
|
|
2022
Q3 | $136M | Buy |
4,507,998
+237,230
| +6% | +$7.16M | 0.13% | 149 |
|
|
2022
Q2 | $133M | Buy |
4,270,768
+28,620
| +0.7% | +$891K | 0.13% | 155 |
|
|
2022
Q1 | $175M | Buy |
4,242,148
+248,626
| +6% | +$10.2M | 0.15% | 126 |
|
|
2021
Q4 | $178M | Buy |
3,993,522
+386,778
| +11% | +$17.2M | 0.15% | 132 |
|
|
2021
Q3 | $153M | Buy |
3,606,744
+199,347
| +6% | +$8.46M | 0.14% | 133 |
|
|
2021
Q2 | $140M | Buy |
3,407,397
+134,797
| +4% | +$5.56M | 0.14% | 136 |
|
|
2021
Q1 | $127M | Buy |
3,272,600
+189,231
| +6% | +$7.32M | 0.15% | 133 |
|
|
2020
Q4 | $93.5M | Buy |
3,083,369
+225,168
| +8% | +$6.82M | 0.12% | 161 |
|
|
2020
Q3 | $68.9M | Sell |
2,858,201
-32,926
| -1% | -$793K | 0.11% | 179 |
|
|
2020
Q2 | $68.7M | Buy |
2,891,127
+217,445
| +8% | +$5.16M | 0.12% | 158 |
|
|
2020
Q1 | $56.8M | Buy |
2,673,682
+337,540
| +14% | +$7.17M | 0.12% | 152 |
|
|
2019
Q4 | $82.3M | Buy |
2,336,142
+48,144
| +2% | +$1.7M | 0.15% | 129 |
|
|
2019
Q3 | $66.7M | Sell |
2,287,998
-67,544
| -3% | -$1.97M | 0.14% | 135 |
|
|
2019
Q2 | $68.3M | Sell |
2,355,542
-383,400
| -14% | -$11.1M | 0.15% | 126 |
|
|
2019
Q1 | $75.6M | Sell |
2,738,942
-18,687
| -0.7% | -$516K | 0.17% | 113 |
|
|
2018
Q4 | $67.9M | Sell |
2,757,629
-175,934
| -6% | -$4.34M | 0.18% | 110 |
|
|
2018
Q3 | $86.4M | Buy |
2,933,563
+20,238
| +0.7% | +$596K | 0.21% | 93 |
|
|
2018
Q2 | $82.1M | Buy |
2,913,325
+74,978
| +3% | +$2.11M | 0.22% | 93 |
|
|
2018
Q1 | $85.1M | Buy |
2,838,347
+446,336
| +19% | +$13.4M | 0.23% | 88 |
|
|
2017
Q4 | $70.6M | Buy |
2,392,011
+210,176
| +10% | +$6.2M | 0.21% | 92 |
|
|
2017
Q3 | $55.3M | Buy |
2,181,835
+110,535
| +5% | +$2.8M | 0.2% | 98 |
|
|
2017
Q2 | $50.3M | Buy |
2,071,300
+1,923,009
| +1,297% | +$46.7M | 0.19% | 103 |
|
|
2017
Q1 | $3.5M | Buy |
148,291
+21,573
| +17% | +$509K | 0.02% | 563 |
|
|
2016
Q4 | $2.86M | Sell |
126,718
-56,760
| -31% | -$1.28M | 0.02% | 628 |
|
|
2016
Q3 | $2.9M | Buy |
183,478
+22,647
| +14% | +$358K | 0.03% | 586 |
|
|
2016
Q2 | $2.07M | Sell |
160,831
-2,734,572
| -94% | -$35.2M | 0.02% | 753 |
|
|
2016
Q1 | $38.2M | Sell |
2,895,403
-394,589
| -12% | -$5.2M | 0.11% | 176 |
|
|
2015
Q4 | $54.1M | Buy |
3,289,992
+1,486,088
| +82% | +$24.4M | 0.15% | 137 |
|
|
2015
Q3 | $28.3M | Buy |
1,803,904
+2,564
| +0.1% | +$40.2K | 0.16% | 131 |
|
|
2015
Q2 | $30.5M | Buy |
1,801,340
+3,174
| +0.2% | +$53.8K | 0.15% | 137 |
|
|
2015
Q1 | $27.7M | Sell |
1,798,166
-100,834
| -5% | -$1.55M | 0.14% | 140 |
|
|
2014
Q4 | $34M | Buy |
1,899,000
+109,617
| +6% | +$1.96M | 0.19% | 111 |
|
|
2014
Q3 | $30.1M | Buy |
1,789,383
+322,000
| +22% | +$5.42M | 0.18% | 120 |
|
|
2014
Q2 | $22.6M | Buy |
1,467,383
+64,826
| +5% | +$996K | 0.13% | 160 |
|
|
2014
Q1 | $24.1M | Buy |
1,402,557
+87,043
| +7% | +$1.5M | 0.15% | 144 |
|
|
2013
Q4 | $20.5M | Buy |
1,315,514
+21,566
| +2% | +$336K | 0.13% | 155 |
|
|
2013
Q3 | $18.6M | Sell |
1,293,948
-186,998
| -13% | -$2.68M | 0.12% | 159 |
|
|
2013
Q2 | $19M | Buy |
+1,480,946
| New | +$19M | 0.14% | 135 |
|