Mutual Advisors’s Bank of America BAC Stock Holding History

Mutual Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.96M	Buy	102,456 +11,912	+13%	+$577K	0.12%	170
2025 Q1	$3.59M	Sell	90,544 -1,220	-1%	-$48.4K	0.1%	192
2024 Q4	$4.28M	Buy	91,764 +862	+0.9%	+$40.2K	0.12%	162
2024 Q3	$3.88M	Sell	90,902 -724	-0.8%	-$30.9K	0.11%	166
2024 Q2	$3.76M	Sell	91,626 -1,731	-2%	-$71.1K	0.11%	172
2024 Q1	$3.54M	Buy	93,357 +9,548	+11%	+$362K	0.11%	165
2023 Q4	$2.82M	Sell	83,809 -4,029	-5%	-$136K	0.1%	206
2023 Q3	$2.41M	Buy	87,838 +2,260	+3%	+$61.9K	0.09%	208
2023 Q2	$2.46M	Buy	85,578 +17,669	+26%	+$507K	0.09%	218
2023 Q1	$1.94M	Sell	67,909 -4,150	-6%	-$119K	0.08%	248
2022 Q4	$2.39M	Buy	72,059 +7,014	+11%	+$232K	0.11%	194
2022 Q3	$1.96M	Buy	65,045 +9,884	+18%	+$298K	0.1%	196
2022 Q2	$1.72M	Buy	55,161 +1,332	+2%	+$41.5K	0.11%	202
2022 Q1	$2.22M	Buy	53,829 +2,511	+5%	+$104K	0.12%	193
2021 Q4	$2.28M	Sell	51,318 -495	-1%	-$22K	0.12%	206
2021 Q3	$2.2M	Sell	51,813 -300	-0.6%	-$12.7K	0.13%	195
2021 Q2	$2.15M	Buy	52,113 +3,129	+6%	+$129K	0.13%	204
2021 Q1	$1.9M	Buy	48,984 +2,696	+6%	+$104K	0.13%	193
2020 Q4	$1.4M	Sell	46,288 -8,550	-16%	-$259K	0.1%	235
2020 Q3	$1.32M	Buy	54,838 +9,936	+22%	+$239K	0.11%	198
2020 Q2	$1.07M	Buy	44,902 +9,398	+26%	+$223K	0.1%	211
2020 Q1	$754K	Sell	35,504 -36,934	-51%	-$784K	0.1%	210
2019 Q4	$2.55M	Buy	72,438 +11,575	+19%	+$408K	0.27%	90
2019 Q3	$1.78M	Buy	60,863 +1,792	+3%	+$52.3K	0.23%	104
2019 Q2	$1.71M	Sell	59,071 -946	-2%	-$27.4K	0.22%	105
2019 Q1	$1.66M	Buy	60,017 +1,473	+3%	+$40.6K	0.25%	95
2018 Q4	$1.44M	Sell	58,544 -662	-1%	-$16.3K	0.28%	84
2018 Q3	$1.74M	Buy	59,206 +17,517	+42%	+$516K	0.26%	87
2018 Q2	$1.18M	Buy	41,689 +1,396	+3%	+$39.3K	0.27%	117
2018 Q1	$1.21M	Buy	40,293 +25,568	+174%	+$767K	0.31%	104
2017 Q4	$435K	Buy	+14,725	New	+$435K	0.16%	168