NEOS Investment Management’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
$25.3M Buy
535,425
+74,682
+16% +$3.53M 0.31% 61
2025
Q1
$19.2M Buy
460,743
+89,020
+24% +$3.71M 0.36% 51
2024
Q4
$16.3M Buy
371,723
+89,507
+32% +$3.93M 0.38% 48
2024
Q3
$11.2M Buy
282,216
+25,623
+10% +$1.02M 0.34% 59
2024
Q2
$10.2M Buy
256,593
+82,668
+48% +$3.29M 0.42% 44
2024
Q1
$6.6M Buy
173,925
+76,339
+78% +$2.89M 0.41% 45
2023
Q4
$3.29M Buy
97,586
+23,990
+33% +$808K 0.31% 62
2023
Q3
$2.02M Buy
+73,596
New +$2.02M 0.26% 74