Matrix Private Capital Group’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
Q2 | $217K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $403K | Buy |
|