LVM Capital Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Sell |
18,033
-300
| -2% | -$14.2K | 0.09% | 84 |
|
|
2025
Q1 | $765K | Sell |
18,333
-200
| -1% | -$8.35K | 0.09% | 85 |
|
|
2024
Q4 | $815K | Sell |
18,533
-200
| -1% | -$8.8K | 0.09% | 80 |
|
|
2024
Q3 | $745K | Hold |
18,733
| – | – | 0.08% | 86 |
|
|
2024
Q2 | $745K | Sell |
18,733
-328
| -2% | -$13K | 0.08% | 86 |
|
|
2024
Q1 | $723K | Sell |
19,061
-742
| -4% | -$28.1K | 0.09% | 92 |
|
|
2023
Q4 | $667K | Buy |
19,803
+5,436
| +38% | +$183K | 0.09% | 89 |
|
|
2023
Q3 | $393K | Buy |
14,367
+148
| +1% | +$4.05K | 0.06% | 111 |
|
|
2023
Q2 | $408K | Sell |
14,219
-148
| -1% | -$4.25K | 0.05% | 107 |
|
|
2023
Q1 | $411K | Sell |
14,367
-1,665
| -10% | -$47.6K | 0.06% | 106 |
|
|
2022
Q4 | $531K | Sell |
16,032
-2,500
| -13% | -$82.8K | 0.08% | 90 |
|
|
2022
Q3 | $560K | Buy |
18,532
+5,332
| +40% | +$161K | 0.09% | 84 |
|
|
2022
Q2 | $411K | Sell |
13,200
-2
| -0% | -$62 | 0.06% | 96 |
|
|
2022
Q1 | $544K | Buy |
13,202
+1,528
| +13% | +$63K | 0.07% | 92 |
|
|
2021
Q4 | $519K | Sell |
11,674
-698
| -6% | -$31K | 0.07% | 84 |
|
|
2021
Q3 | $525K | Sell |
12,372
-400
| -3% | -$17K | 0.08% | 83 |
|
|
2021
Q2 | $527K | Sell |
12,772
-101
| -0.8% | -$4.17K | 0.08% | 81 |
|
|
2021
Q1 | $498K | Sell |
12,873
-901
| -7% | -$34.9K | 0.08% | 81 |
|
|
2020
Q4 | $417K | Hold |
13,774
| – | – | 0.07% | 82 |
|
|
2020
Q3 | $332K | Buy |
13,774
+40
| +0.3% | +$964 | 0.06% | 83 |
|
|
2020
Q2 | $326K | Sell |
13,734
-1,000
| -7% | -$23.7K | 0.07% | 82 |
|
|
2020
Q1 | $313K | Sell |
14,734
-59
| -0.4% | -$1.25K | 0.08% | 78 |
|
|
2019
Q4 | $521K | Hold |
14,793
| – | – | 0.1% | 69 |
|
|
2019
Q3 | $432K | Hold |
14,793
| – | – | 0.09% | 77 |
|
|
2019
Q2 | $429K | Sell |
14,793
-100
| -0.7% | -$2.9K | 0.1% | 76 |
|
|
2019
Q1 | $411K | Buy |
14,893
+800
| +6% | +$22.1K | 0.09% | 78 |
|
|
2018
Q4 | $347K | Sell |
14,093
-3,000
| -18% | -$73.9K | 0.09% | 76 |
|
|
2018
Q3 | $504K | Sell |
17,093
-1,299
| -7% | -$38.3K | 0.12% | 67 |
|
|
2018
Q2 | $518K | Buy |
18,392
+9,000
| +96% | +$253K | 0.12% | 66 |
|
|
2018
Q1 | $282K | Hold |
9,392
| – | – | 0.07% | 94 |
|
|
2017
Q4 | $277K | Buy |
9,392
+306
| +3% | +$9.03K | 0.06% | 99 |
|
|
2017
Q3 | $230K | Buy |
9,086
+285
| +3% | +$7.21K | 0.05% | 103 |
|
|
2017
Q2 | $214K | Sell |
8,801
-1,666
| -16% | -$40.5K | 0.05% | 106 |
|
|
2017
Q1 | $247K | Buy |
10,467
+194
| +2% | +$4.58K | 0.06% | 101 |
|
|
2016
Q4 | $227K | Sell |
10,273
-2,886
| -22% | -$63.8K | 0.06% | 101 |
|
|
2016
Q3 | $202K | Buy |
13,159
+1,367
| +12% | +$21K | 0.07% | 105 |
|
|
2016
Q2 | $156K | Hold |
11,792
| – | – | 0.05% | 111 |
|
|
2016
Q1 | $159K | Sell |
11,792
-1,667
| -12% | -$22.5K | 0.05% | 105 |
|
|
2015
Q4 | $227K | Hold |
13,459
| – | – | 0.08% | 98 |
|
|
2015
Q3 | $210K | Buy |
13,459
+300
| +2% | +$4.68K | 0.08% | 99 |
|
|
2015
Q2 | $224K | Hold |
13,159
| – | – | 0.07% | 101 |
|
|
2015
Q1 | $203K | Hold |
13,159
| – | – | 0.07% | 107 |
|
|
2014
Q4 | $235K | Hold |
13,159
| – | – | 0.08% | 99 |
|
|
2014
Q3 | $224K | Hold |
13,159
| – | – | 0.07% | 100 |
|
|
2014
Q2 | $202K | Hold |
13,159
| – | – | 0.07% | 105 |
|
|
2014
Q1 | $226K | Hold |
13,159
| – | – | 0.08% | 100 |
|
|
2013
Q4 | $205K | Hold |
13,159
| – | – | 0.07% | 109 |
|
|
2013
Q3 | $182K | Hold |
13,159
| – | – | 0.07% | 105 |
|
|
2013
Q2 | $169K | Buy |
+13,159
| New | +$169K | 0.07% | 114 |
|