Meridian Financial’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 | $253K | Buy |
5,353
+2
| +0% | +$95 | 0.16% | 107 |
|
|
2025
Q1 | $223K | Buy |
5,351
+1
| +0% | +$42 | 0.16% | 109 |
|
|
2024
Q4 | $235K | Sell |
5,350
-750
| -12% | -$33K | 0.16% | 103 |
|
|
2024
Q3 | $242K | Sell |
6,100
-1
| -0% | -$40 | 0.16% | 114 |
|
|
2024
Q2 | $243K | Hold |
6,101
| – | – | 0.18% | 105 |
|
|
2024
Q1 | $231K | Buy |
6,101
+52
| +0.9% | +$1.97K | 0.17% | 109 |
|
|
2023
Q4 | $204K | Buy |
+6,049
| New | +$204K | 0.16% | 111 |
|
|
2022
Q3 | – | Sell |
-11,756
| Closed | -$302K | – | 87 |
|
|
2022
Q2 | $302K | Sell |
11,756
-3,501
| -23% | -$90K | 0.34% | 64 |
|
|
2022
Q1 | $811K | Buy |
15,257
+7,075
| +86% | +$376K | 0.84% | 28 |
|
|
2021
Q4 | $688K | Buy |
+8,182
| New | +$688K | 0.64% | 37 |
|