Naviter Wealth’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 | $3.83M | Buy |
80,957
+1,429
| +2% | +$67.6K | 0.47% | 46 |
|
|
2025
Q1 | $3.28M | Buy |
79,528
+1,654
| +2% | +$68.2K | 0.4% | 64 |
|
|
2024
Q4 | $3.42M | Buy |
77,874
+10,126
| +15% | +$445K | 0.41% | 57 |
|
|
2024
Q3 | $2.69M | Sell |
67,748
-3,692
| -5% | -$146K | 0.37% | 66 |
|
|
2024
Q2 | $2.84M | Buy |
71,440
+2,035
| +3% | +$80.9K | 0.42% | 57 |
|
|
2024
Q1 | $2.63M | Buy |
69,405
+3,693
| +6% | +$140K | 0.43% | 63 |
|
|
2023
Q4 | $2.21M | Buy |
65,712
+3,846
| +6% | +$129K | 0.45% | 55 |
|
|
2023
Q3 | $1.69M | Buy |
61,866
+5,325
| +9% | +$146K | 0.41% | 60 |
|
|
2023
Q2 | $1.62M | Buy |
56,541
+10,606
| +23% | +$304K | 0.41% | 64 |
|
|
2023
Q1 | $1.31M | Sell |
45,935
-3,741
| -8% | -$107K | 0.46% | 52 |
|
|
2022
Q4 | $1.72M | Buy |
49,676
+10,062
| +25% | +$348K | 0.47% | 45 |
|
|
2022
Q3 | $1.2M | Buy |
39,614
+3,752
| +10% | +$113K | 0.49% | 38 |
|
|
2022
Q2 | $1.12M | Buy |
+35,862
| New | +$1.12M | 0.46% | 44 |
|