MGIA
Matthew Goff Investment Advisor’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Sell |
493,424
-2,939
| -0.6% | -$139K | 4.32% | 5 |
|
|
2025
Q1 | $20.7M | Sell |
496,363
-2,365
| -0.5% | -$98.7K | 3.82% | 6 |
|
|
2024
Q4 | $21.9M | Buy |
498,728
+104
| +0% | +$4.57K | 4.07% | 5 |
|
|
2024
Q3 | $19.8M | Buy |
498,624
+2,000
| +0.4% | +$79.4K | 3.76% | 4 |
|
|
2024
Q2 | $19.8M | Buy |
496,624
+19,812
| +4% | +$788K | 4.03% | 3 |
|
|
2024
Q1 | $18.1M | Buy |
476,812
+10,173
| +2% | +$386K | 3.66% | 5 |
|
|
2023
Q4 | $15.7M | Sell |
466,639
-2,077
| -0.4% | -$69.9K | 3.48% | 7 |
|
|
2023
Q3 | $12.8M | Sell |
468,716
-826
| -0.2% | -$22.6K | 3.09% | 9 |
|
|
2023
Q2 | $13.5M | Buy |
469,542
+18,636
| +4% | +$535K | 3.16% | 10 |
|
|
2023
Q1 | $12.9M | Buy |
450,906
+107
| +0% | +$3.06K | 3.2% | 8 |
|
|
2022
Q4 | $14.9M | Buy |
450,799
+3,062
| +0.7% | +$101K | 3.89% | 5 |
|
|
2022
Q3 | $13.5M | Buy |
447,737
+5,466
| +1% | +$165K | 3.86% | 6 |
|
|
2022
Q2 | $13.8M | Buy |
442,271
+22,167
| +5% | +$690K | 3.71% | 6 |
|
|
2022
Q1 | $17.3M | Buy |
420,104
+3,963
| +1% | +$163K | 4.06% | 6 |
|
|
2021
Q4 | $18.5M | Sell |
416,141
-2,002
| -0.5% | -$89.1K | 4.24% | 6 |
|
|
2021
Q3 | $17.8M | Buy |
418,143
+2,105
| +0.5% | +$89.4K | 4.35% | 6 |
|
|
2021
Q2 | $17.2M | Buy |
416,038
+30,359
| +8% | +$1.25M | 4.35% | 4 |
|
|
2021
Q1 | $14.9M | Sell |
385,679
-3,607
| -0.9% | -$140K | 4.21% | 3 |
|
|
2020
Q4 | $11.8M | Buy |
389,286
+10,965
| +3% | +$332K | 3.51% | 8 |
|
|
2020
Q3 | $9.11M | Buy |
378,321
+154,767
| +69% | +$3.73M | 2.91% | 9 |
|
|
2020
Q2 | $5.31M | Buy |
223,554
+2,454
| +1% | +$58.3K | 1.74% | 23 |
|
|
2020
Q1 | $4.69M | Buy |
221,100
+11,666
| +6% | +$248K | 1.98% | 19 |
|
|
2019
Q4 | $7.38M | Sell |
209,434
-1,886
| -0.9% | -$66.4K | 2.73% | 13 |
|
|
2019
Q3 | $6.16M | Buy |
211,320
+6,337
| +3% | +$185K | 2.55% | 15 |
|
|
2019
Q2 | $5.95M | Buy |
204,983
+5,327
| +3% | +$154K | 2.54% | 16 |
|
|
2019
Q1 | $5.51M | Buy |
199,656
+1,549
| +0.8% | +$42.7K | 2.54% | 17 |
|
|
2018
Q4 | $4.88M | Buy |
198,107
+6,393
| +3% | +$158K | 2.48% | 16 |
|
|
2018
Q3 | $5.65M | Buy |
191,714
+3,320
| +2% | +$97.8K | 2.26% | 19 |
|
|
2018
Q2 | $5.31M | Buy |
188,394
+14,519
| +8% | +$409K | 2.08% | 20 |
|
|
2018
Q1 | $5.22M | Buy |
173,875
+6,349
| +4% | +$190K | 2.19% | 17 |
|
|
2017
Q4 | $4.95M | Buy |
167,526
+2,999
| +2% | +$88.5K | 2.13% | 18 |
|
|
2017
Q3 | $4.17M | Buy |
164,527
+12,942
| +9% | +$328K | 1.79% | 23 |
|
|
2017
Q2 | $3.68M | Buy |
151,585
+12,240
| +9% | +$297K | 3.3% | 13 |
|
|
2017
Q1 | $3.29M | Buy |
+139,345
| New | +$3.29M | 3.14% | 13 |
|