O'Rourke & Company’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
11,749
+10
| +0.1% | +$473 | 0.26% | 83 |
|
|
2025
Q1 | $490K | Buy |
11,739
+11
| +0.1% | +$459 | 0.24% | 88 |
|
|
2024
Q4 | $515K | Sell |
11,728
-673
| -5% | -$29.6K | 0.25% | 80 |
|
|
2024
Q3 | $492K | Buy |
12,401
+301
| +2% | +$11.9K | 0.25% | 89 |
|
|
2024
Q2 | $481K | Sell |
12,100
-375
| -3% | -$14.9K | 0.27% | 78 |
|
|
2024
Q1 | $473K | Buy |
12,475
+476
| +4% | +$18K | 0.27% | 76 |
|
|
2023
Q4 | $404K | Sell |
11,999
-4,338
| -27% | -$146K | 0.26% | 83 |
|
|
2023
Q3 | $447K | Sell |
16,337
-2,705
| -14% | -$74K | 0.33% | 63 |
|
|
2023
Q2 | $546K | Sell |
19,042
-499
| -3% | -$14.3K | 0.38% | 59 |
|
|
2023
Q1 | $559K | Buy |
19,541
+25
| +0.1% | +$715 | 0.43% | 59 |
|
|
2022
Q4 | $646K | Buy |
19,516
+2,642
| +16% | +$87.5K | 0.51% | 54 |
|
|
2022
Q3 | $510K | Buy |
16,874
+2,829
| +20% | +$85.5K | 0.44% | 58 |
|
|
2022
Q2 | $437K | Sell |
14,045
-1,125
| -7% | -$35K | 0.37% | 62 |
|
|
2022
Q1 | $625K | Buy |
15,170
+925
| +6% | +$38.1K | 0.43% | 55 |
|
|
2021
Q4 | $634K | Buy |
+14,245
| New | +$634K | 0.42% | 51 |
|