OneDigital Investment Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
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|
2025
Q1 | $8.1M | Sell |
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|
2024
Q4 | $9.17M | Sell |
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|
2024
Q3 | $9.14M | Sell |
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|
2024
Q2 | $9.34M | Buy |
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|
2024
Q1 | $7.82M | Buy |
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|
2023
Q4 | $6.57M | Buy |
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|
2023
Q3 | $4.75M | Buy |
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|
2023
Q2 | $4.67M | Buy |
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|
2023
Q1 | $3.86M | Buy |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $2.89M | Buy |
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|
2021
Q4 | $2.79M | Sell |
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|
2021
Q3 | $2.78M | Buy |
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|
2021
Q2 | $2.56M | Sell |
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|
2021
Q1 | $2.74M | Buy |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $2M | Sell |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $1.56M | Buy |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $256K | Sell |
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|
2018
Q3 | $428K | Buy |
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|
2018
Q2 | $402K | Sell |
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|
2018
Q1 | $429K | Buy |
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|
2017
Q4 | $343K | Buy |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $273K | Buy |
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