OneDigital Investment Advisors’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 | $7.08M | Sell |
149,568
-44,433
| -23% | -$2.1M | 0.08% | 197 |
|
|
2025
Q1 | $8.1M | Sell |
194,001
-14,742
| -7% | -$615K | 0.1% | 176 |
|
|
2024
Q4 | $9.17M | Sell |
208,743
-21,477
| -9% | -$944K | 0.11% | 159 |
|
|
2024
Q3 | $9.14M | Sell |
230,220
-4,590
| -2% | -$182K | 0.1% | 167 |
|
|
2024
Q2 | $9.34M | Buy |
234,810
+28,689
| +14% | +$1.14M | 0.12% | 153 |
|
|
2024
Q1 | $7.82M | Buy |
206,121
+11,018
| +6% | +$418K | 0.12% | 157 |
|
|
2023
Q4 | $6.57M | Buy |
195,103
+21,787
| +13% | +$734K | 0.12% | 158 |
|
|
2023
Q3 | $4.75M | Buy |
173,316
+10,594
| +7% | +$290K | 0.1% | 157 |
|
|
2023
Q2 | $4.67M | Buy |
162,722
+27,626
| +20% | +$793K | 0.1% | 158 |
|
|
2023
Q1 | $3.86M | Buy |
135,096
+36,292
| +37% | +$1.04M | 0.09% | 168 |
|
|
2022
Q4 | $3.27M | Buy |
98,804
+4,966
| +5% | +$164K | 0.09% | 177 |
|
|
2022
Q3 | $2.83M | Buy |
93,838
+16,931
| +22% | +$511K | 0.11% | 144 |
|
|
2022
Q2 | $2.39M | Buy |
76,907
+6,730
| +10% | +$209K | 0.1% | 138 |
|
|
2022
Q1 | $2.89M | Buy |
70,177
+7,549
| +12% | +$311K | 0.11% | 124 |
|
|
2021
Q4 | $2.79M | Sell |
62,628
-2,877
| -4% | -$128K | 0.1% | 128 |
|
|
2021
Q3 | $2.78M | Buy |
65,505
+3,448
| +6% | +$146K | 0.11% | 120 |
|
|
2021
Q2 | $2.56M | Sell |
62,057
-8,726
| -12% | -$360K | 0.11% | 125 |
|
|
2021
Q1 | $2.74M | Buy |
70,783
+12,187
| +21% | +$472K | 0.13% | 110 |
|
|
2020
Q4 | $1.78M | Buy |
58,596
+7,385
| +14% | +$224K | 0.09% | 154 |
|
|
2020
Q3 | $1.23M | Sell |
51,211
-5,243
| -9% | -$126K | 0.09% | 176 |
|
|
2020
Q2 | $1.34M | Buy |
56,454
+4,039
| +8% | +$95.9K | 0.1% | 173 |
|
|
2020
Q1 | $1.11M | Sell |
52,415
-4,394
| -8% | -$93.3K | 0.1% | 183 |
|
|
2019
Q4 | $2M | Sell |
56,809
-3,189
| -5% | -$112K | 0.16% | 127 |
|
|
2019
Q3 | $1.75M | Buy |
59,998
+6,035
| +11% | +$176K | 0.16% | 119 |
|
|
2019
Q2 | $1.57M | Buy |
53,963
+44,754
| +486% | +$1.3M | 0.12% | 103 |
|
|
2019
Q1 | $254K | Sell |
9,209
-1,168
| -11% | -$32.2K | 0.04% | 249 |
|
|
2018
Q4 | $256K | Sell |
10,377
-4,128
| -28% | -$102K | 0.04% | 225 |
|
|
2018
Q3 | $428K | Buy |
14,505
+265
| +2% | +$7.82K | 0.1% | 117 |
|
|
2018
Q2 | $402K | Sell |
14,240
-85
| -0.6% | -$2.4K | 0.08% | 145 |
|
|
2018
Q1 | $429K | Buy |
14,325
+2,703
| +23% | +$80.9K | 0.09% | 145 |
|
|
2017
Q4 | $343K | Buy |
11,622
+2,961
| +34% | +$87.4K | 0.04% | 168 |
|
|
2017
Q3 | $219K | Sell |
8,661
-2,594
| -23% | -$65.6K | 0.08% | 138 |
|
|
2017
Q2 | $273K | Buy |
+11,255
| New | +$273K | 0.08% | 167 |
|