Lyell Wealth 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 | $4.23M | Sell |
89,494
-823
| -0.9% | -$38.9K | 0.33% | 73 |
|
|
2025
Q1 | $3.77M | Sell |
90,317
-144
| -0.2% | -$6.01K | 0.35% | 73 |
|
|
2024
Q4 | $3.98M | Sell |
90,461
-157
| -0.2% | -$6.9K | 0.36% | 72 |
|
|
2024
Q3 | $3.6M | Sell |
90,618
-14,606
| -14% | -$580K | 0.33% | 81 |
|
|
2024
Q2 | $4.18M | Sell |
105,224
-292
| -0.3% | -$11.6K | 0.4% | 75 |
|
|
2024
Q1 | $4M | Sell |
105,516
-2,105
| -2% | -$79.8K | 0.41% | 74 |
|
|
2023
Q4 | $3.62M | Buy |
107,621
+4,607
| +4% | +$155K | 0.41% | 75 |
|
|
2023
Q3 | $2.82M | Sell |
103,014
-2,858
| -3% | -$78.3K | 0.38% | 78 |
|
|
2023
Q2 | $3.04M | Sell |
105,872
-12,454
| -11% | -$357K | 0.39% | 80 |
|
|
2023
Q1 | $3.38M | Sell |
118,326
-16,122
| -12% | -$461K | 0.47% | 71 |
|
|
2022
Q4 | $4.45M | Buy |
134,448
+1,242
| +0.9% | +$41.1K | 0.7% | 53 |
|
|
2022
Q3 | $4.02M | Buy |
133,206
+3,381
| +3% | +$102K | 0.69% | 57 |
|
|
2022
Q2 | $4.04M | Sell |
129,825
-230
| -0.2% | -$7.16K | 0.66% | 57 |
|
|
2022
Q1 | $5.36M | Buy |
130,055
+11,197
| +9% | +$462K | 0.69% | 51 |
|
|
2021
Q4 | $5.29M | Sell |
118,858
-61
| -0.1% | -$2.71K | 0.6% | 58 |
|
|
2021
Q3 | $5.05M | Sell |
118,919
-1,000
| -0.8% | -$42.4K | 0.61% | 58 |
|
|
2021
Q2 | $4.94M | Buy |
119,919
+16,394
| +16% | +$676K | 0.61% | 61 |
|
|
2021
Q1 | $4.01M | Buy |
103,525
+18,269
| +21% | +$707K | 0.58% | 64 |
|
|
2020
Q4 | $2.58M | Sell |
85,256
-108,128
| -56% | -$3.28M | 0.41% | 70 |
|
|
2020
Q3 | $4.66M | Sell |
193,384
-17,544
| -8% | -$423K | 0.87% | 44 |
|
|
2020
Q2 | $5.01M | Buy |
210,928
+11,600
| +6% | +$276K | 1.1% | 37 |
|
|
2020
Q1 | $4.23M | Buy |
199,328
+555
| +0.3% | +$11.8K | 1.27% | 38 |
|
|
2019
Q4 | $7M | Buy |
198,773
+7,154
| +4% | +$252K | 1.87% | 13 |
|
|
2019
Q3 | $5.59M | Buy |
191,619
+6,386
| +3% | +$186K | 1.68% | 23 |
|
|
2019
Q2 | $5.37M | Buy |
185,233
+2,160
| +1% | +$62.6K | 1.62% | 22 |
|
|
2019
Q1 | $5.05M | Sell |
183,073
-7,210
| -4% | -$199K | 1.69% | 19 |
|
|
2018
Q4 | $4.69M | Buy |
190,283
+16,578
| +10% | +$409K | 1.96% | 13 |
|
|
2018
Q3 | $5.12M | Sell |
173,705
-2,965
| -2% | -$87.3K | 1.72% | 16 |
|
|
2018
Q2 | $4.98M | Buy |
176,670
+8,070
| +5% | +$227K | 1.82% | 15 |
|
|
2018
Q1 | $5.06M | Buy |
168,600
+2,640
| +2% | +$79.2K | 1.87% | 13 |
|
|
2017
Q4 | $4.9M | Buy |
165,960
+2,487
| +2% | +$73.4K | 1.95% | 15 |
|
|
2017
Q3 | $4.14M | Buy |
163,473
+1,925
| +1% | +$48.8K | 1.79% | 16 |
|
|
2017
Q2 | $3.92M | Buy |
161,548
+18,134
| +13% | +$440K | 1.91% | 13 |
|
|
2017
Q1 | $3.38M | Buy |
143,414
+3,569
| +3% | +$84.2K | 1.83% | 13 |
|
|
2016
Q4 | $3.09M | Buy |
+139,845
| New | +$3.09M | 1.92% | 9 |
|