Menard Financial 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 | $1.12M | Buy |
23,577
+52
| +0.2% | +$2.46K | 0.66% | 34 |
|
|
2025
Q1 | $961K | Buy |
23,525
+2,905
| +14% | +$119K | 0.63% | 36 |
|
|
2024
Q4 | $906K | Buy |
20,620
+240
| +1% | +$10.5K | 0.54% | 40 |
|
|
2024
Q3 | $809K | Buy |
20,380
+2,804
| +16% | +$111K | 0.53% | 42 |
|
|
2024
Q2 | $699K | Buy |
17,576
+3,044
| +21% | +$121K | 0.5% | 42 |
|
|
2024
Q1 | $551K | Sell |
14,532
-6,747
| -32% | -$256K | 0.46% | 53 |
|
|
2023
Q4 | $716K | Sell |
21,279
-3,318
| -13% | -$112K | 0.89% | 27 |
|
|
2023
Q3 | $673K | Buy |
24,597
+4,432
| +22% | +$121K | 0.97% | 22 |
|
|
2023
Q2 | $579K | Buy |
20,165
+2,744
| +16% | +$78.7K | 1.19% | 22 |
|
|
2023
Q1 | $498K | Buy |
17,421
+9,111
| +110% | +$261K | 1.15% | 25 |
|
|
2022
Q4 | $275K | Sell |
8,310
-5,991
| -42% | -$198K | 0.66% | 46 |
|
|
2022
Q3 | $432K | Buy |
14,301
+469
| +3% | +$14.2K | 0.78% | 34 |
|
|
2022
Q2 | $431K | Sell |
13,832
-1,964
| -12% | -$61.2K | 0.71% | 39 |
|
|
2022
Q1 | $651K | Sell |
15,796
-777
| -5% | -$32K | 0.64% | 39 |
|
|
2021
Q4 | $737K | Sell |
16,573
-1,921
| -10% | -$85.4K | 0.6% | 37 |
|
|
2021
Q3 | $785K | Buy |
18,494
+1,075
| +6% | +$45.6K | 0.69% | 32 |
|
|
2021
Q2 | $718K | Buy |
17,419
+3,220
| +23% | +$133K | 0.68% | 36 |
|
|
2021
Q1 | $549K | Sell |
14,199
-529
| -4% | -$20.5K | 0.59% | 47 |
|
|
2020
Q4 | $446K | Sell |
14,728
-1,969
| -12% | -$59.6K | 0.48% | 52 |
|
|
2020
Q3 | $403K | Buy |
16,697
+1,971
| +13% | +$47.6K | 0.47% | 53 |
|
|
2020
Q2 | $350K | Buy |
+14,726
| New | +$350K | 0.44% | 55 |
|
|
2020
Q1 | – | Sell |
-8,961
| Closed | -$316K | – | 36 |
|
|
2019
Q4 | $316K | Buy |
+8,961
| New | +$316K | 0.3% | 105 |
|