Optimum 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
Q3 | $621K | Buy |
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|
2025
Q2 | $570K | Buy |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $556K | Hold |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $532K | Buy |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $487K | Hold |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $762K | Hold |
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|
2021
Q3 | $727K | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.15M | Hold |
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|
2020
Q4 | $900K | Sell |
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|
2020
Q3 | $718K | Sell |
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|
2020
Q2 | $727K | Sell |
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|
2020
Q1 | $652K | Buy |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $870K | Sell |
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|
2019
Q2 | $903K | Sell |
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|
2019
Q1 | $867K | Hold |
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|
2018
Q4 | $775K | Sell |
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|
2018
Q3 | $969K | Buy |
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|
2018
Q2 | $877K | Buy |
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|
2018
Q1 | $895K | Sell |
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|
2017
Q4 | $897K | Sell |
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|
2017
Q3 | $782K | Buy |
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|
2017
Q2 | $746K | Buy |
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|
2017
Q1 | $639K | Sell |
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|
2016
Q4 | $659K | Buy |
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|
2016
Q3 | $460K | Sell |
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|
2016
Q2 | $417K | Hold |
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|
2016
Q1 | $425K | Buy |
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|
2015
Q4 | $528K | Buy |
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|
2015
Q3 | $427K | Buy |
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|
2015
Q1 | $446K | Buy |
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|
2014
Q4 | $496K | Sell |
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|
2014
Q3 | $695K | Sell |
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|
2014
Q2 | $643K | Buy |
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|
2014
Q1 | $632K | Hold |
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|
2013
Q4 | $572K | Sell |
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|
2013
Q3 | $508K | Buy |
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