Okabena Investment Services’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 | $1.26M | Buy |
+26,549
| New | +$1.26M | 0.28% | 64 |
|
|
2023
Q3 | – | Sell |
-468
| Closed | -$13.4K | – | 109 |
|
|
2023
Q2 | $13.4K | Sell |
468
-72,074
| -99% | -$2.07M | 0.01% | 120 |
|
|
2023
Q1 | $2.65M | Buy |
72,542
+65,577
| +942% | +$2.4M | 1.85% | 13 |
|
|
2022
Q4 | $231K | Sell |
6,965
-4,435
| -39% | -$147K | 0.15% | 82 |
|
|
2022
Q3 | $344K | Buy |
11,400
+6,081
| +114% | +$183K | 0.17% | 87 |
|
|
2022
Q2 | $166K | Hold |
5,319
| – | – | 0.09% | 97 |
|
|
2022
Q1 | $219K | Hold |
5,319
| – | – | 0.09% | 99 |
|
|
2021
Q4 | $237K | Hold |
5,319
| – | – | 0.09% | 100 |
|
|
2021
Q3 | $226K | Hold |
5,319
| – | – | 0.12% | 80 |
|
|
2021
Q2 | $219K | Buy |
+5,319
| New | +$219K | 0.1% | 76 |
|