MBA Advisors’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 | $452K | Buy |
9,542
+538
| +6% | +$25.5K | 0.21% | 87 |
|
|
2025
Q1 | $376K | Buy |
9,004
+185
| +2% | +$7.72K | 0.19% | 95 |
|
|
2024
Q4 | $388K | Buy |
8,819
+207
| +2% | +$9.1K | 0.19% | 88 |
|
|
2024
Q3 | $342K | Buy |
8,612
+107
| +1% | +$4.25K | 0.16% | 98 |
|
|
2024
Q2 | $338K | Sell |
8,505
-69
| -0.8% | -$2.74K | 0.17% | 94 |
|
|
2024
Q1 | $325K | Sell |
8,574
-457
| -5% | -$17.3K | 0.17% | 96 |
|
|
2023
Q4 | $304K | Hold |
9,031
| – | – | 0.17% | 97 |
|
|
2023
Q3 | $247K | Hold |
9,031
| – | – | 0.15% | 99 |
|
|
2023
Q2 | $259K | Sell |
9,031
-60
| -0.7% | -$1.72K | 0.15% | 101 |
|
|
2023
Q1 | $260K | Sell |
9,091
-400
| -4% | -$11.4K | 0.16% | 107 |
|
|
2022
Q4 | $314K | Sell |
9,491
-804
| -8% | -$26.6K | 0.21% | 94 |
|
|
2022
Q3 | $311K | Hold |
10,295
| – | – | 0.23% | 88 |
|
|
2022
Q2 | $320K | Sell |
10,295
-110
| -1% | -$3.42K | 0.22% | 92 |
|
|
2022
Q1 | $429K | Buy |
10,405
+492
| +5% | +$20.3K | 0.27% | 86 |
|
|
2021
Q4 | $441K | Buy |
9,913
+3,629
| +58% | +$161K | 0.27% | 89 |
|
|
2021
Q3 | $267K | Hold |
6,284
| – | – | 0.2% | 109 |
|
|
2021
Q2 | $259 | Hold |
6,284
| – | – | 0.12% | 115 |
|
|
2021
Q1 | $243 | Buy |
+6,284
| New | +$243 | 0.13% | 117 |
|