Mayfair Advisory Group’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 | $434K | Sell |
9,434
-3,818
| -29% | -$176K | 0.2% | 91 |
|
|
2025
Q1 | $553K | Buy |
13,252
+17
| +0.1% | +$709 | 0.32% | 66 |
|
|
2024
Q4 | $582K | Buy |
13,235
+1,500
| +13% | +$65.9K | 0.34% | 59 |
|
|
2024
Q3 | $471K | Buy |
11,735
+1,911
| +19% | +$76.7K | 0.3% | 66 |
|
|
2024
Q2 | $409K | Hold |
9,824
| – | – | 0.28% | 71 |
|
|
2024
Q1 | $373K | Buy |
9,824
+1,890
| +24% | +$71.7K | 0.27% | 76 |
|
|
2023
Q4 | $269K | Sell |
7,934
-4
| -0.1% | -$136 | 0.23% | 96 |
|
|
2023
Q3 | $214K | Sell |
7,938
-568
| -7% | -$15.3K | 0.21% | 113 |
|
|
2023
Q2 | $243K | Buy |
8,506
+2
| +0% | +$57 | 0.24% | 100 |
|
|
2023
Q1 | $251K | Buy |
8,504
+5
| +0.1% | +$148 | 0.27% | 92 |
|
|
2022
Q4 | $288K | Sell |
8,499
-745
| -8% | -$25.2K | 0.37% | 80 |
|
|
2022
Q3 | $287K | Buy |
9,244
+109
| +1% | +$3.38K | 0.41% | 73 |
|
|
2022
Q2 | $309K | Buy |
9,135
+7
| +0.1% | +$237 | 0.41% | 73 |
|
|
2022
Q1 | $373K | Buy |
9,128
+26
| +0.3% | +$1.06K | 0.48% | 54 |
|
|
2021
Q4 | $429K | Buy |
9,102
+1,861
| +26% | +$87.7K | 0.57% | 41 |
|
|
2021
Q3 | $314K | Buy |
7,241
+1,356
| +23% | +$58.8K | 0.48% | 51 |
|
|
2021
Q2 | $243K | Buy |
5,885
+5
| +0.1% | +$206 | 0.39% | 75 |
|
|
2021
Q1 | $232K | Buy |
+5,880
| New | +$232K | 0.41% | 69 |
|
|
2020
Q4 | – | Sell |
-8,881
| Closed | -$214K | – | 87 |
|
|
2020
Q3 | $214K | Buy |
8,881
+172
| +2% | +$4.15K | 0.55% | 57 |
|
|
2020
Q2 | $207K | Buy |
+8,709
| New | +$207K | 0.67% | 46 |
|
|
2020
Q1 | – | Sell |
-6,963
| Closed | -$245K | – | 35 |
|
|
2019
Q4 | $245K | Buy |
+6,963
| New | +$245K | 0.75% | 33 |
|