Operose 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 | $997K | Buy |
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|
2025
Q1 | $872K | Buy |
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|
2024
Q4 | $821K | Sell |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.17M | Hold |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $682K | Sell |
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|
2023
Q3 | $641K | Buy |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $185K | Buy |
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|
2022
Q4 | $135K | Hold |
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|
2022
Q3 | $123K | Hold |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $144K | Buy |
|