Moneta Group Investment 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 | $10.7M | Buy |
227,085
+17,160
| +8% | +$812K | 0.13% | 96 |
|
|
2025
Q1 | $8.76M | Buy |
209,925
+3,434
| +2% | +$143K | 0.12% | 101 |
|
|
2024
Q4 | $9.08M | Sell |
206,491
-3,339
| -2% | -$147K | 0.13% | 102 |
|
|
2024
Q3 | $8.33M | Sell |
209,830
-1,588
| -0.8% | -$63K | 0.12% | 100 |
|
|
2024
Q2 | $8.41M | Buy |
211,418
+4,113
| +2% | +$164K | 0.13% | 94 |
|
|
2024
Q1 | $7.86M | Buy |
207,305
+16,825
| +9% | +$638K | 0.13% | 95 |
|
|
2023
Q4 | $6.41M | Sell |
190,480
-1,526
| -0.8% | -$51.4K | 0.13% | 88 |
|
|
2023
Q3 | $5.26M | Buy |
192,006
+141
| +0.1% | +$3.86K | 0.12% | 96 |
|
|
2023
Q2 | $5.5M | Buy |
191,865
+9,677
| +5% | +$278K | 0.12% | 96 |
|
|
2023
Q1 | $5.21M | Buy |
182,188
+14,801
| +9% | +$423K | 0.13% | 98 |
|
|
2022
Q4 | $5.94M | Sell |
167,387
-11,123
| -6% | -$395K | 0.16% | 90 |
|
|
2022
Q3 | $5.39M | Sell |
178,510
-16,575
| -8% | -$501K | 0.21% | 85 |
|
|
2022
Q2 | $6.07M | Buy |
195,085
+27,254
| +16% | +$848K | 0.21% | 84 |
|
|
2022
Q1 | $6.92M | Sell |
167,831
-4,567
| -3% | -$188K | 0.27% | 72 |
|
|
2021
Q4 | $7.67M | Buy |
172,398
+111,173
| +182% | +$4.95M | 0.31% | 64 |
|
|
2021
Q3 | $2.6M | Buy |
61,225
+3,718
| +6% | +$158K | 0.12% | 110 |
|
|
2021
Q2 | $2.37M | Sell |
57,507
-26,158
| -31% | -$1.08M | 0.11% | 125 |
|
|
2021
Q1 | $3.24M | Buy |
83,665
+10,620
| +15% | +$411K | 0.17% | 94 |
|
|
2020
Q4 | $2.21M | Buy |
73,045
+9,948
| +16% | +$302K | 0.16% | 92 |
|
|
2020
Q3 | $1.52M | Sell |
63,097
-1,829
| -3% | -$44.1K | 0.13% | 97 |
|
|
2020
Q2 | $1.54M | Buy |
64,926
+5,670
| +10% | +$135K | 0.15% | 94 |
|
|
2020
Q1 | $1.26M | Sell |
59,256
-2,527
| -4% | -$53.6K | 0.13% | 97 |
|
|
2019
Q4 | $2.18M | Sell |
61,783
-5,067
| -8% | -$178K | 0.18% | 78 |
|
|
2019
Q3 | $1.95M | Buy |
66,850
+10,988
| +20% | +$321K | 0.18% | 84 |
|
|
2019
Q2 | $1.62M | Buy |
55,862
+2,002
| +4% | +$58.1K | 0.16% | 86 |
|
|
2019
Q1 | $1.49M | Sell |
53,860
-1,659
| -3% | -$45.8K | 0.16% | 85 |
|
|
2018
Q4 | $1.37M | Buy |
55,519
+31,643
| +133% | +$780K | 0.16% | 89 |
|
|
2018
Q3 | $703K | Sell |
23,876
-4,622
| -16% | -$136K | 0.07% | 125 |
|
|
2018
Q2 | $803K | Buy |
28,498
+3,152
| +12% | +$88.8K | 0.09% | 132 |
|
|
2018
Q1 | $480K | Sell |
25,346
-8,129
| -24% | -$154K | 0.06% | 124 |
|
|
2017
Q4 | $988K | Buy |
33,475
+177
| +0.5% | +$5.22K | 0.15% | 71 |
|
|
2017
Q3 | $844K | Buy |
33,298
+1,091
| +3% | +$27.7K | 0.13% | 78 |
|
|
2017
Q2 | $781K | Sell |
32,207
-50
| -0.2% | -$1.21K | 0.13% | 95 |
|
|
2017
Q1 | $761K | Sell |
32,257
-6,000
| -16% | -$142K | 0.15% | 65 |
|
|
2016
Q4 | $845K | Buy |
38,257
+28,000
| +273% | +$618K | 0.17% | 58 |
|
|
2016
Q3 | $161K | Hold |
10,257
| – | – | 0.04% | 139 |
|
|
2016
Q2 | $136K | Hold |
10,257
| – | – | 0.03% | 158 |
|
|
2016
Q1 | $139K | Sell |
10,257
-8,884
| -46% | -$120K | 0.03% | 161 |
|
|
2015
Q4 | $322K | Buy |
19,141
+9,963
| +109% | +$168K | 0.08% | 104 |
|
|
2015
Q3 | $143K | Buy |
+9,178
| New | +$143K | 0.04% | 148 |
|