Mount Yale 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 | $272K | Buy |
5,748
+567
| +11% | +$26.8K | 0.02% | 486 |
|
|
2025
Q1 | $216K | Buy |
5,181
+348
| +7% | +$14.5K | 0.02% | 505 |
|
|
2024
Q4 | $212K | Sell |
4,833
-1,126
| -19% | -$49.5K | 0.02% | 516 |
|
|
2024
Q3 | $236K | Sell |
5,959
-1,598
| -21% | -$63.4K | 0.02% | 492 |
|
|
2024
Q2 | $301K | Buy |
7,557
+1,297
| +21% | +$51.6K | 0.02% | 432 |
|
|
2024
Q1 | $237K | Buy |
+6,260
| New | +$237K | 0.02% | 491 |
|
|
2023
Q2 | – | Sell |
-22,412
| Closed | -$641K | – | 481 |
|
|
2023
Q1 | $641K | Sell |
22,412
-3,589
| -14% | -$103K | 0.07% | 263 |
|
|
2022
Q4 | $861K | Buy |
26,001
+1,238
| +5% | +$41K | 0.1% | 212 |
|
|
2022
Q3 | $748K | Buy |
24,763
+959
| +4% | +$29K | 0.1% | 214 |
|
|
2022
Q2 | $741K | Buy |
23,804
+3,180
| +15% | +$99K | 0.09% | 215 |
|
|
2022
Q1 | $850K | Sell |
20,624
-1,016
| -5% | -$41.9K | 0.09% | 217 |
|
|
2021
Q4 | $963K | Sell |
21,640
-1,631
| -7% | -$72.6K | 0.1% | 208 |
|
|
2021
Q3 | $988K | Buy |
23,271
+1,337
| +6% | +$56.8K | 0.11% | 194 |
|
|
2021
Q2 | $904K | Sell |
21,934
-5,447
| -20% | -$224K | 0.11% | 195 |
|
|
2021
Q1 | $1.06M | Sell |
27,381
-1,354
| -5% | -$52.4K | 0.14% | 155 |
|
|
2020
Q4 | $871K | Sell |
28,735
-1,091
| -4% | -$33.1K | 0.12% | 183 |
|
|
2020
Q3 | $719K | Buy |
29,826
+1,279
| +4% | +$30.8K | 0.1% | 194 |
|
|
2020
Q2 | $678K | Buy |
28,547
+4,609
| +19% | +$109K | 0.12% | 177 |
|
|
2020
Q1 | $508K | Sell |
23,938
-6,030
| -20% | -$128K | 0.11% | 163 |
|
|
2019
Q4 | $984K | Buy |
29,968
+14,417
| +93% | +$473K | 0.17% | 121 |
|
|
2019
Q3 | $515K | Buy |
15,551
+3,456
| +29% | +$114K | 0.09% | 186 |
|
|
2019
Q2 | $337K | Buy |
12,095
+501
| +4% | +$14K | 0.06% | 246 |
|
|
2019
Q1 | $320K | Sell |
11,594
-9,344
| -45% | -$258K | 0.06% | 244 |
|
|
2018
Q4 | $595K | Sell |
20,938
-4,836
| -19% | -$137K | 0.12% | 148 |
|
|
2018
Q3 | $736K | Sell |
25,774
-9,223
| -26% | -$263K | 0.13% | 133 |
|
|
2018
Q2 | $987K | Sell |
34,997
-2,634
| -7% | -$74.3K | 0.19% | 114 |
|
|
2018
Q1 | $1.13M | Buy |
+37,631
| New | +$1.13M | 0.24% | 98 |
|