Montgomery Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Sell |
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|
2025
Q1 | $5.5M | Buy |
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|
2024
Q4 | $5.79M | Sell |
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|
2024
Q3 | $5.25M | Hold |
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|
2024
Q2 | $5.26M | Hold |
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|
2024
Q1 | $5.02M | Sell |
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|
2023
Q4 | $6.44M | Sell |
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|
2023
Q3 | $5.27M | Sell |
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|
2023
Q2 | $5.56M | Sell |
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|
2023
Q1 | $5.6M | Sell |
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|
2022
Q4 | $6.49M | Buy |
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|
2022
Q3 | $5.91M | Buy |
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|
2022
Q2 | $6.08M | Sell |
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|
2022
Q1 | $8.14M | Hold |
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|
2021
Q4 | $8.79M | Sell |
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|
2021
Q3 | $8.39M | Hold |
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|
2021
Q2 | $8.15M | Buy |
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|
2021
Q1 | $7.54M | Hold |
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|
2020
Q4 | $5.9M | Hold |
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|
2020
Q3 | $4.69M | Buy |
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|
2020
Q2 | $4.58M | Sell |
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|
2020
Q1 | $4.19M | Buy |
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|
2019
Q4 | $6.94M | Sell |
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|
2019
Q3 | $5.83M | Sell |
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|
2019
Q2 | $5.87M | Sell |
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|
2019
Q1 | $5.71M | Sell |
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|
2018
Q4 | $5.13M | Sell |
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|
2018
Q3 | $6.36M | Buy |
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|
2018
Q2 | $6.06M | Buy |
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|
2018
Q1 | $6.45M | Buy |
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|
2017
Q4 | $6.23M | Sell |
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|
2017
Q3 | $5.44M | Sell |
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|
2017
Q2 | $5.6M | Sell |
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|
2017
Q1 | $7.07M | Sell |
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|
2016
Q4 | $6.69M | Sell |
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|
2016
Q3 | $5.18M | Buy |
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|
2016
Q2 | $3.53M | Buy |
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|
2016
Q1 | $1.75M | Buy |
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|
2015
Q4 | $2.14M | Buy |
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|
2015
Q3 | $1.91M | Buy |
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|
2015
Q2 | $2.06M | Buy |
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|
2015
Q1 | $1.77M | Buy |
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|
2014
Q4 | $1.98M | Buy |
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|
2014
Q3 | $1.23M | Buy |
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|
2014
Q2 | $714K | Sell |
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|
2014
Q1 | $937K | Sell |
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|
2013
Q4 | $862K | Sell |
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|
2013
Q3 | $1.57M | Sell |
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|
2013
Q2 | $1.47M | Buy |
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