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 |
12,046
+6
| +0% | +$293 | 0.25% | 79 |
|
|
2025
Q2 | $570K | Buy |
12,040
+6
| +0% | +$252 | 0.25% | 81 |
|
|
2025
Q1 | $502K | Sell |
12,034
-625
| -5% | -$27.9K | 0.24% | 86 |
|
|
2024
Q4 | $556K | Hold |
12,659
| – | – | 0.25% | 83 |
|
|
2024
Q3 | $502K | Sell |
12,659
-563
| -4% | -$22.6K | 0.22% | 101 |
|
|
2024
Q2 | $526K | Sell |
13,222
-95
| -0.7% | -$3.64K | 0.24% | 93 |
|
|
2024
Q1 | $505K | Sell |
13,317
-2,472
| -16% | -$84.9K | 0.23% | 96 |
|
|
2023
Q4 | $532K | Buy |
15,789
+1,122
| +8% | +$32.7K | 0.27% | 88 |
|
|
2023
Q3 | $402K | Buy |
14,667
+3
| +0% | +$89 | 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% | -$59.4K | 0.21% | 114 |
|
|
2022
Q4 | $529K | Sell |
15,964
-200
| -1% | -$6.89K | 0.29% | 89 |
|
|
2022
Q3 | $488K | Buy |
16,164
+531
| +3% | +$17.8K | 0.26% | 91 |
|
|
2022
Q2 | $487K | Hold |
15,633
| – | – | 0.24% | 95 |
|
|
2022
Q1 | $644K | Sell |
15,633
-1,500
| -9% | -$67.7K | 0.27% | 81 |
|
|
2021
Q4 | $762K | Hold |
17,133
| – | – | 0.3% | 77 |
|
|
2021
Q3 | $727K | Sell |
17,133
-11,864
| -41% | -$478K | 0.31% | 73 |
|
|
2021
Q2 | $1.2M | Sell |
28,997
-700
| -2% | -$28.7K | 0.37% | 54 |
|
|
2021
Q1 | $1.15M | Hold |
29,697
| – | – | 0.34% | 66 |
|
|
2020
Q4 | $900K | Sell |
29,697
-110
| -0.4% | -$2.95K | 0.27% | 85 |
|
|
2020
Q3 | $718K | Sell |
29,807
-812
| -3% | -$20.2K | 0.24% | 93 |
|
|
2020
Q2 | $727K | Sell |
30,619
-100
| -0.3% | -$2.36K | 0.25% | 88 |
|
|
2020
Q1 | $652K | Buy |
30,719
+300
| +1% | +$8.99K | 0.27% | 85 |
|
|
2019
Q4 | $1.07M | Buy |
30,419
+600
| +2% | +$19.4K | 0.32% | 80 |
|
|
2019
Q3 | $870K | Sell |
29,819
-1,310
| -4% | -$37.7K | 0.27% | 95 |
|
|
2019
Q2 | $903K | Sell |
31,129
-305
| -1% | -$8.8K | 0.29% | 86 |
|
|
2019
Q1 | $867K | Hold |
31,434
| – | – | 0.28% | 84 |
|
|
2018
Q4 | $775K | Sell |
31,434
-1,466
| -4% | -$39.8K | 0.27% | 94 |
|
|
2018
Q3 | $969K | Buy |
32,900
+1,800
| +6% | +$54.8K | 0.27% | 95 |
|
|
2018
Q2 | $877K | Buy |
31,100
+1,265
| +4% | +$37.7K | 0.25% | 105 |
|
|
2018
Q1 | $895K | Sell |
29,835
-560
| -2% | -$17.6K | 0.26% | 101 |
|
|
2017
Q4 | $897K | Sell |
30,395
-450
| -1% | -$12.4K | 0.29% | 103 |
|
|
2017
Q3 | $782K | Buy |
30,845
+100
| +0.3% | +$2.43K | 0.26% | 114 |
|
|
2017
Q2 | $746K | Buy |
30,745
+3,669
| +14% | +$85.5K | 0.26% | 119 |
|
|
2017
Q1 | $639K | Sell |
27,076
-2,734
| -9% | -$64.9K | 0.23% | 129 |
|
|
2016
Q4 | $659K | Buy |
29,810
+400
| +1% | +$7.7K | 0.25% | 113 |
|
|
2016
Q3 | $460K | Sell |
29,410
-2,000
| -6% | -$29.8K | 0.17% | 159 |
|
|
2016
Q2 | $417K | Hold |
31,410
| – | – | 0.16% | 173 |
|
|
2016
Q1 | $425K | Buy |
31,410
+21
| +0.1% | +$283 | 0.17% | 163 |
|
|
2015
Q4 | $528K | Buy |
31,389
+3,966
| +14% | +$67.1K | 0.2% | 140 |
|
|
2015
Q3 | $427K | Buy |
+27,423
| New | +$461K | 0.17% | 160 |
|
|
2015
Q1 | $446K | Buy |
28,948
+1,228
| +4% | +$19.7K | 0.14% | 168 |
|
|
2014
Q4 | $496K | Sell |
27,720
-13,053
| -32% | -$223K | 0.16% | 153 |
|
|
2014
Q3 | $695K | Sell |
40,773
-1,020
| -2% | -$16.2K | 0.23% | 119 |
|
|
2014
Q2 | $643K | Buy |
41,793
+5,029
| +14% | +$78.1K | 0.21% | 128 |
|
|
2014
Q1 | $632K | Hold |
36,764
| – | – | 0.24% | 118 |
|
|
2013
Q4 | $572K | Sell |
36,764
-16
| -0% | -$237 | 0.22% | 127 |
|
|
2013
Q3 | $508K | Buy |
+36,780
| New | +$525K | 0.21% | 125 |
|
Other funds holding BAC
Optimum Investment Advisors's BAC Position: Q3 2025 in Review
Optimum Investment Advisors increased its Bank of America (BAC) stake by 0.05% in Q3 2025, buying an estimated $293 and bringing the position to 12,046 shares worth $621K. The position accounts for 0.25% of the portfolio, ranked #79.
Optimum Investment Advisors first reported a position in BAC in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.2M in Q2 2021. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.
- Optimum Investment Advisors held 12,046 shares of Bank of America worth $621K as of Q3 2025.
- Optimum Investment Advisors bought 6 Bank of America shares in Q3 2025, an estimated $293.
- Bank of America made up 0.25% of Optimum Investment Advisors's portfolio in Q3 2025, its #79 holding.
- Optimum Investment Advisors first reported a position in Bank of America in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Bank of America position peaked at $1.2M in Q2 2021.
- 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.