Madrona Financial Services’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 | $306K | Buy |
6,467
+822
| +15% | +$38.9K | 0.07% | 81 |
|
|
2025
Q1 | $236K | Sell |
5,645
-202
| -3% | -$8.43K | 0.06% | 96 |
|
|
2024
Q4 | $257K | Sell |
5,847
-645
| -10% | -$28.3K | 0.07% | 92 |
|
|
2024
Q3 | $258K | Sell |
6,492
-46
| -0.7% | -$1.83K | 0.07% | 85 |
|
|
2024
Q2 | $260K | Buy |
6,538
+75
| +1% | +$2.98K | 0.08% | 78 |
|
|
2024
Q1 | $245K | Buy |
6,463
+328
| +5% | +$12.4K | 0.09% | 81 |
|
|
2023
Q4 | $207K | Buy |
+6,135
| New | +$207K | 0.08% | 82 |
|
|
2022
Q2 | – | Sell |
-6,262
| Closed | -$247K | – | 79 |
|
|
2022
Q1 | $247K | Buy |
6,262
+2
| +0% | +$79 | 0.12% | 69 |
|
|
2021
Q4 | $278K | Buy |
+6,260
| New | +$278K | 0.12% | 64 |
|
|
2019
Q4 | – | Sell |
-7,255
| Closed | -$212K | – | 60 |
|
|
2019
Q3 | $212K | Buy |
7,255
+10
| +0.1% | +$292 | 0.16% | 55 |
|
|
2019
Q2 | $210K | Buy |
7,245
+5
| +0.1% | +$145 | 0.19% | 50 |
|
|
2019
Q1 | $200K | Buy |
+7,240
| New | +$200K | 0.22% | 44 |
|
|
2018
Q4 | – | Sell |
-6,870
| Closed | -$202K | – | 42 |
|
|
2018
Q3 | $202K | Buy |
+6,870
| New | +$202K | 0.15% | 43 |
|
|
2018
Q2 | – | Sell |
-7,262
| Closed | -$218K | – | 41 |
|
|
2018
Q1 | $218K | Buy |
+7,262
| New | +$218K | 0.17% | 41 |
|