Optimum Investment Advisors’s Bank of America BAC Stock Holding History

Optimum Investment Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$570K	Buy	12,040 +6	+0%	+$284	0.25%	81
2025 Q1	$502K	Sell	12,034 -625	-5%	-$26.1K	0.24%	86
2024 Q4	$556K	Hold	12,659	–	–	0.25%	83
2024 Q3	$502K	Sell	12,659 -563	-4%	-$22.3K	0.22%	101
2024 Q2	$526K	Sell	13,222 -95	-0.7%	-$3.78K	0.24%	93
2024 Q1	$505K	Sell	13,317 -2,472	-16%	-$93.7K	0.23%	96
2023 Q4	$532K	Buy	15,789 +1,122	+8%	+$37.8K	0.27%	88
2023 Q3	$402K	Buy	14,667 +3	+0%	+$82	0.21%	115
2023 Q2	$421K	Buy	14,664 +500	+4%	+$14.3K	0.21%	116
2023 Q1	$405K	Sell	14,164 -1,800	-11%	-$51.5K	0.21%	114
2022 Q4	$529K	Sell	15,964 -200	-1%	-$6.62K	0.29%	89
2022 Q3	$488K	Buy	16,164 +531	+3%	+$16K	0.26%	91
2022 Q2	$487K	Hold	15,633	–	–	0.24%	95
2022 Q1	$644K	Sell	15,633 -1,500	-9%	-$61.8K	0.27%	81
2021 Q4	$762K	Hold	17,133	–	–	0.3%	77
2021 Q3	$727K	Sell	17,133 -11,864	-41%	-$503K	0.31%	73
2021 Q2	$1.2M	Sell	28,997 -700	-2%	-$28.9K	0.37%	54
2021 Q1	$1.15M	Hold	29,697	–	–	0.34%	66
2020 Q4	$900K	Sell	29,697 -110	-0.4%	-$3.33K	0.27%	85
2020 Q3	$718K	Sell	29,807 -812	-3%	-$19.6K	0.24%	93
2020 Q2	$727K	Sell	30,619 -100	-0.3%	-$2.37K	0.25%	88
2020 Q1	$652K	Buy	30,719 +300	+1%	+$6.37K	0.27%	85
2019 Q4	$1.07M	Buy	30,419 +600	+2%	+$21.1K	0.32%	80
2019 Q3	$870K	Sell	29,819 -1,310	-4%	-$38.2K	0.27%	95
2019 Q2	$903K	Sell	31,129 -305	-1%	-$8.85K	0.29%	86
2019 Q1	$867K	Hold	31,434	–	–	0.28%	84
2018 Q4	$775K	Sell	31,434 -1,466	-4%	-$36.1K	0.27%	94
2018 Q3	$969K	Buy	32,900 +1,800	+6%	+$53K	0.27%	95
2018 Q2	$877K	Buy	31,100 +1,265	+4%	+$35.7K	0.25%	105
2018 Q1	$895K	Sell	29,835 -560	-2%	-$16.8K	0.26%	101
2017 Q4	$897K	Sell	30,395 -450	-1%	-$13.3K	0.29%	103
2017 Q3	$782K	Buy	30,845 +100	+0.3%	+$2.54K	0.26%	114
2017 Q2	$746K	Buy	30,745 +3,669	+14%	+$89K	0.26%	119
2017 Q1	$639K	Sell	27,076 -2,734	-9%	-$64.5K	0.23%	129
2016 Q4	$659K	Buy	29,810 +400	+1%	+$8.84K	0.25%	113
2016 Q3	$460K	Sell	29,410 -2,000	-6%	-$31.3K	0.17%	159
2016 Q2	$417K	Hold	31,410	–	–	0.16%	173
2016 Q1	$425K	Buy	31,410 +21	+0.1%	+$284	0.17%	163
2015 Q4	$528K	Buy	31,389 +3,966	+14%	+$66.7K	0.2%	140
2015 Q3	$427K	Buy	+27,423	New	+$427K	0.17%	160
2015 Q1	$446K	Buy	28,948 +1,228	+4%	+$18.9K	0.14%	168
2014 Q4	$496K	Sell	27,720 -13,053	-32%	-$234K	0.16%	153
2014 Q3	$695K	Sell	40,773 -1,020	-2%	-$17.4K	0.23%	119
2014 Q2	$643K	Buy	41,793 +5,029	+14%	+$77.4K	0.21%	128
2014 Q1	$632K	Hold	36,764	–	–	0.24%	118
2013 Q4	$572K	Sell	36,764 -16	-0%	-$249	0.22%	127
2013 Q3	$508K	Buy	+36,780	New	+$508K	0.21%	125