Nadler Financial Group’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 | $403K | Buy |
8,525
+1
| +0% | +$47 | 0.04% | 86 |
|
|
2025
Q1 | $356K | Sell |
8,524
-402
| -5% | -$16.8K | 0.04% | 88 |
|
|
2024
Q4 | $392K | Sell |
8,926
-402
| -4% | -$17.7K | 0.04% | 82 |
|
|
2024
Q3 | $370K | Sell |
9,328
-94
| -1% | -$3.73K | 0.04% | 83 |
|
|
2024
Q2 | $375K | Sell |
9,422
-531
| -5% | -$21.1K | 0.04% | 73 |
|
|
2024
Q1 | $377K | Sell |
9,953
-610
| -6% | -$23.1K | 0.05% | 75 |
|
|
2023
Q4 | $356K | Sell |
10,563
-139
| -1% | -$4.68K | 0.05% | 76 |
|
|
2023
Q3 | $293K | Sell |
10,702
-841
| -7% | -$23K | 0.04% | 81 |
|
|
2023
Q2 | $331K | Sell |
11,543
-101
| -0.9% | -$2.9K | 0.05% | 76 |
|
|
2023
Q1 | $333K | Sell |
11,644
-296
| -2% | -$8.47K | 0.05% | 79 |
|
|
2022
Q4 | $395K | Buy |
11,940
+21
| +0.2% | +$696 | 0.07% | 68 |
|
|
2022
Q3 | $360K | Buy |
11,919
+50
| +0.4% | +$1.51K | 0.07% | 68 |
|
|
2022
Q2 | $369K | Sell |
11,869
-521
| -4% | -$16.2K | 0.07% | 73 |
|
|
2022
Q1 | $511K | Sell |
12,390
-1,045
| -8% | -$43.1K | 0.08% | 64 |
|
|
2021
Q4 | $598K | Buy |
13,435
+13
| +0.1% | +$579 | 0.09% | 63 |
|
|
2021
Q3 | $570K | Buy |
13,422
+589
| +5% | +$25K | 0.09% | 67 |
|
|
2021
Q2 | $529K | Buy |
12,833
+107
| +0.8% | +$4.41K | 0.09% | 69 |
|
|
2021
Q1 | $492K | Buy |
12,726
+374
| +3% | +$14.5K | 0.09% | 67 |
|
|
2020
Q4 | $374K | Sell |
12,352
-489
| -4% | -$14.8K | 0.07% | 74 |
|
|
2020
Q3 | $309K | Sell |
12,841
-1,227
| -9% | -$29.5K | 0.07% | 77 |
|
|
2020
Q2 | $334K | Buy |
+14,068
| New | +$334K | 0.08% | 70 |
|
|
2017
Q2 | – | Sell |
-13,286
| Closed | -$313K | – | 80 |
|
|
2017
Q1 | $313K | Sell |
13,286
-1,701
| -11% | -$40.1K | 0.11% | 60 |
|
|
2016
Q4 | $331K | Buy |
+14,987
| New | +$331K | 0.12% | 61 |
|