NFP Retirement Inc’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 | $448K | Sell |
9,466
-1,623
| -15% | -$76.8K | 0.03% | 213 |
|
|
2025
Q1 | $463K | Sell |
11,089
-199
| -2% | -$8.3K | 0.04% | 189 |
|
|
2024
Q4 | $496K | Buy |
11,288
+24
| +0.2% | +$1.06K | 0.04% | 188 |
|
|
2024
Q3 | $447K | Sell |
11,264
-7,667
| -40% | -$304K | 0.04% | 195 |
|
|
2024
Q2 | $753K | Buy |
18,931
+111
| +0.6% | +$4.41K | 0.06% | 142 |
|
|
2024
Q1 | $714K | Buy |
18,820
+2,559
| +16% | +$97K | 0.06% | 144 |
|
|
2023
Q4 | $547K | Buy |
16,261
+1,632
| +11% | +$54.9K | 0.09% | 144 |
|
|
2023
Q3 | $401K | Buy |
14,629
+72
| +0.5% | +$1.97K | 0.08% | 159 |
|
|
2023
Q2 | $418K | Buy |
14,557
+24
| +0.2% | +$689 | 0.08% | 160 |
|
|
2023
Q1 | $416K | Buy |
14,533
+4,742
| +48% | +$136K | 0.08% | 166 |
|
|
2022
Q4 | $324K | Buy |
9,791
+170
| +2% | +$5.63K | 0.07% | 181 |
|
|
2022
Q3 | $291K | Sell |
9,621
-110
| -1% | -$3.32K | 0.07% | 186 |
|
|
2022
Q2 | $303K | Sell |
9,731
-42
| -0.4% | -$1.31K | 0.08% | 182 |
|
|
2022
Q1 | $403K | Buy |
9,773
+2,170
| +29% | +$89.4K | 0.1% | 153 |
|
|
2021
Q4 | $338K | Buy |
7,603
+15
| +0.2% | +$667 | 0.12% | 107 |
|
|
2021
Q3 | $322K | Buy |
7,588
+2,551
| +51% | +$108K | 0.13% | 102 |
|
|
2021
Q2 | $208K | Buy |
+5,037
| New | +$208K | 0.08% | 129 |
|