LVW 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 | $1.33M | Buy |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $494K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $751K | Sell |
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|
2022
Q4 | $896K | Buy |
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|
2022
Q3 | $800K | Buy |
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|
2022
Q2 | $782K | Hold |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $948K | Buy |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $496K | Sell |
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|
2020
Q4 | $413K | Hold |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $283K | Sell |
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|
2019
Q3 | $244K | Sell |
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|
2019
Q2 | $301K | Buy |
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|
2019
Q1 | $274K | Sell |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $322K | Hold |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $328K | Buy |
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|
2017
Q4 | $300K | Sell |
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|
2017
Q3 | $261K | Sell |
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|
2017
Q2 | $265K | Sell |
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|
2017
Q1 | $260K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $170K | Sell |
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|
2015
Q4 | $213K | Sell |
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|
2015
Q3 | $198K | Buy |
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