Narwhal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $318K | Sell |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $293K | Sell |
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|
2020
Q4 | $915K | Hold |
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|
2020
Q3 | $727K | Sell |
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|
2020
Q2 | $782K | Buy |
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|
2020
Q1 | $469K | Buy |
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|
2019
Q4 | $731K | Hold |
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|
2019
Q3 | $605K | Hold |
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|
2019
Q2 | $602K | Buy |
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|
2019
Q1 | $495K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.87M | Buy |
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|
2016
Q1 | $1.73M | Buy |
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|
2015
Q4 | $1.86M | Buy |
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|
2015
Q3 | $1.63M | Buy |
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|
2015
Q2 | $1.69M | Buy |
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|
2015
Q1 | $1.52M | Buy |
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|
2014
Q4 | $1.73M | Sell |
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|
2014
Q3 | $1.66M | Sell |
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|
2014
Q2 | $1.63M | Sell |
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|
2014
Q1 | $2.57M | Hold |
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|
2013
Q4 | $2.32M | Sell |
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|
2013
Q3 | $2.07M | Sell |
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|
2013
Q2 | $1.96M | Buy |
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