Mitchell Sinkler & Starr’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 | – | Sell |
-40,933
| Closed | -$1.71M | – | 145 |
|
2025
Q1 | $1.71M | Buy |
40,933
+735
| +2% | +$30.7K | 0.48% | 54 |
|
2024
Q4 | $1.77M | Sell |
40,198
-375
| -0.9% | -$16.5K | 0.47% | 50 |
|
2024
Q3 | $1.61M | Buy |
40,573
+535
| +1% | +$21.2K | 0.4% | 54 |
|
2024
Q2 | $1.72M | Hold |
40,038
| – | – | 0.44% | 55 |
|
2024
Q1 | $1.52M | Sell |
40,038
-936
| -2% | -$35.5K | 0.38% | 63 |
|
2023
Q4 | $1.38M | Buy |
40,974
+375
| +0.9% | +$12.6K | 0.25% | 78 |
|
2023
Q3 | $1.11M | Buy |
40,599
+1,344
| +3% | +$36.8K | 0.34% | 55 |
|
2023
Q2 | $1.13M | Hold |
39,255
| – | – | 0.32% | 61 |
|
2023
Q1 | $1.12M | Hold |
39,255
| – | – | 0.33% | 62 |
|
2022
Q4 | $1.3M | Sell |
39,255
-5,460
| -12% | -$181K | 0.42% | 50 |
|
2022
Q3 | $1.35M | Buy |
44,715
+408
| +0.9% | +$12.3K | 0.52% | 43 |
|
2022
Q2 | $1.38M | Hold |
44,307
| – | – | 0.51% | 42 |
|
2022
Q1 | $1.83M | Hold |
44,307
| – | – | 0.57% | 39 |
|
2021
Q4 | $1.97M | Buy |
+44,307
| New | +$1.97M | 0.59% | 35 |
|