Orion Portfolio Solutions’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
Q1
$11.1M Sell
2024
Q4
$11.8M Buy
2024
Q3
$8.58M Buy
2024
Q2
$8.07M Buy
2024
Q1
$7.09M Buy
2023
Q4
$6.32M Sell
2023
Q3
$5.28M Sell
2023
Q2
$3.98M Buy
2023
Q1
$5.79M Buy
2022
Q4
$2.29M Buy
2022
Q3
$1.89M Buy
2022
Q2
$1.67M Buy
2022
Q1
$2.18M Buy
2021
Q4
$2.25M Buy
2021
Q3
$2.15M Buy
2021
Q2
$1.93M Buy
2021
Q1
$1.75M Sell
2020
Q4
$1.56M Buy
2020
Q3
$1.06M Buy
2020
Q2
$920K Buy
2020
Q1
$606K Sell
2019
Q4
$1.57M Buy