Merit 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 | $9.23M | Buy |
195,104
+22,593
| +13% | +$1.07M | 0.1% | 157 |
|
|
2025
Q1 | $7.2M | Buy |
172,511
+37,126
| +27% | +$1.55M | 0.11% | 152 |
|
|
2024
Q4 | $5.95M | Buy |
135,385
+34,881
| +35% | +$1.53M | 0.11% | 162 |
|
|
2024
Q3 | $3.99M | Sell |
100,504
-17,609
| -15% | -$699K | 0.09% | 174 |
|
|
2024
Q2 | $4.7M | Sell |
118,113
-16,219
| -12% | -$645K | 0.1% | 154 |
|
|
2024
Q1 | $5M | Buy |
134,332
+28,236
| +27% | +$1.05M | 0.12% | 138 |
|
|
2023
Q4 | $3.57M | Buy |
106,096
+23,261
| +28% | +$783K | 0.11% | 127 |
|
|
2023
Q3 | $2.27M | Sell |
82,835
-996
| -1% | -$27.3K | 0.07% | 197 |
|
|
2023
Q2 | $2.41M | Buy |
83,831
+6,749
| +9% | +$194K | 0.08% | 195 |
|
|
2023
Q1 | $2.2M | Sell |
77,082
-2,875
| -4% | -$82.2K | 0.08% | 191 |
|
|
2022
Q4 | $2.65M | Buy |
79,957
+22,420
| +39% | +$743K | 0.1% | 158 |
|
|
2022
Q3 | $1.74M | Sell |
57,537
-20,973
| -27% | -$634K | 0.08% | 172 |
|
|
2022
Q2 | $2.44M | Buy |
78,510
+43,023
| +121% | +$1.34M | 0.08% | 159 |
|
|
2022
Q1 | $1.46M | Buy |
35,487
+14,201
| +67% | +$585K | 0.09% | 124 |
|
|
2021
Q4 | $947K | Buy |
21,286
+627
| +3% | +$27.9K | 0.09% | 103 |
|
|
2021
Q3 | $877K | Sell |
20,659
-380
| -2% | -$16.1K | 0.09% | 110 |
|
|
2021
Q2 | $867K | Sell |
21,039
-165
| -0.8% | -$6.8K | 0.08% | 109 |
|
|
2021
Q1 | $820K | Buy |
21,204
+8,707
| +70% | +$337K | 0.09% | 105 |
|
|
2020
Q4 | $379K | Sell |
12,497
-3,283
| -21% | -$99.6K | 0.04% | 152 |
|
|
2020
Q3 | $380K | Sell |
15,780
-1,159
| -7% | -$27.9K | 0.03% | 162 |
|
|
2020
Q2 | $402K | Buy |
16,939
+4,107
| +32% | +$97.5K | 0.04% | 146 |
|
|
2020
Q1 | $272K | Sell |
12,832
-1,008
| -7% | -$21.4K | 0.03% | 173 |
|
|
2019
Q4 | $487K | Buy |
+13,840
| New | +$487K | 0.04% | 143 |
|
|
2018
Q1 | – | Sell |
-17,736
| Closed | -$523K | – | 110 |
|
|
2017
Q4 | $523K | Buy |
+17,736
| New | +$523K | 0.11% | 40 |
|