Monument Capital Management’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 | $243K | Sell |
5,132
-1,275
| -20% | -$60.3K | 0.06% | 196 |
|
|
2025
Q1 | $267K | Sell |
6,407
-1,026
| -14% | -$42.8K | 0.08% | 160 |
|
|
2024
Q4 | $327K | Buy |
7,433
+1,126
| +18% | +$49.5K | 0.09% | 150 |
|
|
2024
Q3 | $250K | Buy |
6,307
+399
| +7% | +$15.8K | 0.07% | 169 |
|
|
2024
Q2 | $235K | Buy |
+5,908
| New | +$235K | 0.07% | 157 |
|
|
2022
Q3 | – | Sell |
-17,720
| Closed | -$552K | – | 144 |
|
|
2022
Q2 | $552K | Sell |
17,720
-4,251
| -19% | -$132K | 0.21% | 94 |
|
|
2022
Q1 | $906K | Sell |
21,971
-3,989
| -15% | -$164K | 0.29% | 73 |
|
|
2021
Q4 | $1.16M | Buy |
25,960
+3,206
| +14% | +$143K | 0.36% | 77 |
|
|
2021
Q3 | $966K | Buy |
22,754
+11,661
| +105% | +$495K | 0.33% | 73 |
|
|
2021
Q2 | $457K | Buy |
+11,093
| New | +$457K | 0.16% | 104 |
|
|
2018
Q4 | – | Sell |
-7,623
| Closed | -$225K | – | 112 |
|
|
2018
Q3 | $225K | Buy |
7,623
+73
| +1% | +$2.16K | 0.13% | 80 |
|
|
2018
Q2 | $213K | Buy |
7,550
+9
| +0.1% | +$254 | 0.15% | 72 |
|
|
2018
Q1 | $221K | Buy |
7,541
+8
| +0.1% | +$234 | 0.15% | 63 |
|
|
2017
Q4 | $222K | Buy |
+7,533
| New | +$222K | 0.16% | 62 |
|