Nvest Financial’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 | $320K | Buy |
6,762
+5
| +0.1% | +$237 | 0.17% | 88 |
|
|
2025
Q1 | $282K | Buy |
6,757
+5
| +0.1% | +$209 | 0.15% | 86 |
|
|
2024
Q4 | $297K | Buy |
6,752
+5
| +0.1% | +$220 | 0.15% | 97 |
|
|
2024
Q3 | $268K | Buy |
6,747
+5
| +0.1% | +$198 | 0.15% | 84 |
|
|
2024
Q2 | $268K | Buy |
6,742
+254
| +4% | +$10.1K | 0.16% | 78 |
|
|
2024
Q1 | $246K | Sell |
6,488
-212
| -3% | -$8.04K | 0.16% | 73 |
|
|
2023
Q4 | $226K | Buy |
+6,700
| New | +$226K | 0.18% | 66 |
|
|
2023
Q3 | – | Sell |
-9,357
| Closed | -$268K | – | 62 |
|
|
2023
Q2 | $268K | Buy |
9,357
+9
| +0.1% | +$258 | 0.24% | 56 |
|
|
2023
Q1 | $267K | Buy |
9,348
+47
| +0.5% | +$1.34K | 0.28% | 56 |
|
|
2022
Q4 | $308K | Buy |
9,301
+459
| +5% | +$15.2K | 0.39% | 44 |
|
|
2022
Q3 | $267K | Buy |
8,842
+5
| +0.1% | +$151 | 0.38% | 43 |
|
|
2022
Q2 | $275K | Buy |
8,837
+4
| +0% | +$124 | 0.29% | 49 |
|
|
2022
Q1 | $364K | Buy |
+8,833
| New | +$364K | 0.3% | 59 |
|