Oldfather Financial 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 | $513K | Buy |
10,833
+42
| +0.4% | +$1.99K | 0.18% | 49 |
|
|
2025
Q1 | $450K | Sell |
10,791
-103
| -0.9% | -$4.3K | 0.17% | 51 |
|
|
2024
Q4 | $479K | Buy |
10,894
+127
| +1% | +$5.58K | 0.18% | 46 |
|
|
2024
Q3 | $427K | Hold |
10,767
| – | – | 0.16% | 48 |
|
|
2024
Q2 | $428K | Hold |
10,767
| – | – | 0.18% | 45 |
|
|
2024
Q1 | $408K | Hold |
10,767
| – | – | 0.17% | 49 |
|
|
2023
Q4 | $363K | Sell |
10,767
-14
| -0.1% | -$471 | 0.16% | 48 |
|
|
2023
Q3 | $295K | Hold |
10,781
| – | – | 0.15% | 50 |
|
|
2023
Q2 | $309K | Hold |
10,781
| – | – | 0.15% | 50 |
|
|
2023
Q1 | $308K | Buy |
+10,781
| New | +$308K | 0.16% | 49 |
|