NA
NewEdge Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Buy |
700,938
+35,209
| +5% | +$1.67M | 0.17% | 118 |
|
|
2025
Q1 | $27.8M | Buy |
665,729
+47,649
| +8% | +$1.99M | 0.17% | 124 |
|
|
2024
Q4 | $27.2M | Buy |
618,080
+38,360
| +7% | +$1.69M | 0.16% | 127 |
|
|
2024
Q3 | $23M | Buy |
579,720
+50,664
| +10% | +$2.01M | 0.15% | 146 |
|
|
2024
Q2 | $21M | Buy |
529,056
+98,204
| +23% | +$3.91M | 0.15% | 134 |
|
|
2024
Q1 | $16.3M | Sell |
430,852
-36,648
| -8% | -$1.39M | 0.14% | 155 |
|
|
2023
Q4 | $15.3M | Sell |
467,500
-46,223
| -9% | -$1.51M | 0.15% | 152 |
|
|
2023
Q3 | $14.1M | Buy |
513,723
+89,164
| +21% | +$2.44M | 0.15% | 140 |
|
|
2023
Q2 | $12.2M | Sell |
424,559
-34,412
| -7% | -$987K | 0.14% | 155 |
|
|
2023
Q1 | $13M | Sell |
458,971
-93,016
| -17% | -$2.63M | 0.16% | 140 |
|
|
2022
Q4 | $8.54M | Buy |
551,987
+103,609
| +23% | +$1.6M | 0.23% | 99 |
|
|
2022
Q3 | $13.5M | Buy |
448,378
+5,618
| +1% | +$170K | 0.22% | 113 |
|
|
2022
Q2 | $13.8M | Buy |
442,760
+37,662
| +9% | +$1.17M | 0.23% | 107 |
|
|
2022
Q1 | $16.7M | Buy |
405,098
+16,598
| +4% | +$684K | 0.27% | 88 |
|
|
2021
Q4 | $17.3M | Buy |
388,500
+149,371
| +62% | +$6.65M | 0.26% | 88 |
|
|
2021
Q3 | $10.2M | Buy |
239,129
+45,601
| +24% | +$1.94M | 0.25% | 90 |
|
|
2021
Q2 | $7.98M | Buy |
193,528
+15,694
| +9% | +$647K | 0.21% | 104 |
|
|
2021
Q1 | $6.88M | Buy |
177,834
+31,648
| +22% | +$1.22M | 0.21% | 110 |
|
|
2020
Q4 | $4.43M | Sell |
146,186
-3,327
| -2% | -$101K | 0.15% | 144 |
|
|
2020
Q3 | $3.6M | Buy |
149,513
+17,670
| +13% | +$426K | 0.13% | 166 |
|
|
2020
Q2 | $3.13M | Sell |
131,843
-9,710
| -7% | -$231K | 0.12% | 169 |
|
|
2020
Q1 | $3.01M | Sell |
141,553
-87,531
| -38% | -$1.86M | 0.14% | 139 |
|
|
2019
Q4 | $8.07M | Buy |
229,084
+22,226
| +11% | +$783K | 0.32% | 83 |
|
|
2019
Q3 | $6.09M | Buy |
206,858
+36,577
| +21% | +$1.08M | 0.27% | 93 |
|
|
2019
Q2 | $4.94M | Buy |
170,281
+2,219
| +1% | +$64.3K | 0.3% | 83 |
|
|
2019
Q1 | $4.64M | Sell |
168,062
-11,832
| -7% | -$326K | 0.3% | 86 |
|
|
2018
Q4 | $4.43K | Buy |
179,894
+69,808
| +63% | +$1.72K | 0.29% | 86 |
|
|
2018
Q3 | $3.24M | Sell |
110,086
-6,321
| -5% | -$186K | 0.25% | 101 |
|
|
2018
Q2 | $3.29K | Buy |
116,407
+25,713
| +28% | +$726 | 0.3% | 90 |
|
|
2018
Q1 | $2.66M | Buy |
90,694
+13,172
| +17% | +$386K | 0.3% | 85 |
|
|
2017
Q4 | $2.34M | Buy |
77,522
+21,954
| +40% | +$661K | 0.32% | 76 |
|
|
2017
Q3 | $1.44M | Buy |
55,568
+1,678
| +3% | +$43.4K | 0.22% | 112 |
|
|
2017
Q2 | $1.34M | Buy |
53,890
+8,796
| +20% | +$219K | 0.23% | 97 |
|
|
2017
Q1 | $1.04M | Buy |
45,094
+8,484
| +23% | +$196K | 0.24% | 94 |
|
|
2016
Q4 | $845K | Buy |
+36,610
| New | +$845K | 0.23% | 91 |
|