Next Financial Group’s Bank of America BAC Stock Holding History

Next Financial Group’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$3.16M	Sell	71,017 -528	-0.7%	-$23.5K	0.21%	99
2021 Q3	$3.04M	Buy	71,545 +5,626	+9%	+$239K	0.24%	93
2021 Q2	$2.72M	Buy	65,919 +8,905	+16%	+$367K	0.22%	108
2021 Q1	$2.21M	Sell	57,014 -2,904	-5%	-$112K	0.2%	117
2020 Q4	$1.82M	Sell	59,918 -721	-1%	-$21.9K	0.17%	129
2020 Q3	$1.46M	Buy	60,639 +1,867	+3%	+$45K	0.16%	137
2020 Q2	$1.4M	Sell	58,772 -1,731	-3%	-$41.1K	0.16%	152
2020 Q1	$1.29M	Buy	60,503 +10,089	+20%	+$214K	0.17%	137
2019 Q4	$1.78M	Sell	50,414 -857	-2%	-$30.2K	0.18%	121
2019 Q3	$1.5M	Buy	51,271 +5,092	+11%	+$149K	0.16%	153
2019 Q2	$1.34M	Buy	46,179 +11,424	+33%	+$331K	0.14%	184
2019 Q1	$959K	Sell	34,755 -10,057	-22%	-$278K	0.24%	47
2018 Q4	$1.1M	Sell	44,812 -2,247	-5%	-$55.4K	0.23%	106
2018 Q3	$1.39M	Sell	47,059 -9,375	-17%	-$276K	0.64%	29
2018 Q2	$1.59M	Sell	56,434 -6,484	-10%	-$183K	0.61%	35
2018 Q1	$1.89M	Buy	62,918 +3,616	+6%	+$108K	0.4%	63
2017 Q4	$1.75M	Sell	59,302 -10,628	-15%	-$314K	0.75%	32
2017 Q3	$1.81M	Buy	69,930 +6,496	+10%	+$168K	0.5%	44
2017 Q2	$1.54M	Sell	63,434 -8,369	-12%	-$203K	0.38%	57
2017 Q1	$1.68M	Sell	71,803 -28,742	-29%	-$671K	0.47%	43
2016 Q4	$2.22M	Buy	100,545 +772	+0.8%	+$17.1K	0.39%	49
2016 Q3	$1.56M	Buy	99,773 +44,241	+80%	+$692K	0.28%	81
2016 Q2	$736K	Buy	55,532 +2,810	+5%	+$37.2K	0.23%	103
2016 Q1	$712K	Buy	52,722 +1,843	+4%	+$24.9K	0.25%	91
2015 Q4	$856K	Sell	50,879 -2,481	-5%	-$41.7K	0.32%	77
2015 Q3	$831K	Buy	53,360 +7,207	+16%	+$112K	0.3%	83
2015 Q2	$785K	Sell	46,153 -5,785	-11%	-$98.4K	0.27%	95
2015 Q1	$799K	Sell	51,938 -3,656	-7%	-$56.2K	0.26%	106
2014 Q4	$995K	Sell	55,594 -90,569	-62%	-$1.62M	0.33%	79
2014 Q3	$2.49M	Sell	146,163 -6,440	-4%	-$110K	0.5%	29
2014 Q2	$2.32M	Buy	+152,603	New	+$2.32M	1.21%	14