Parcion Private Wealth’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 | $3.76M | Buy |
79,480
+1,032
| +1% | +$48.8K | 0.27% | 71 |
|
|
2025
Q1 | $3.27M | Buy |
78,448
+268
| +0.3% | +$11.2K | 0.27% | 72 |
|
|
2024
Q4 | $3.44M | Sell |
78,180
-400
| -0.5% | -$17.6K | 0.26% | 72 |
|
|
2024
Q3 | $3.12M | Sell |
78,580
-350
| -0.4% | -$13.9K | 0.26% | 68 |
|
|
2024
Q2 | $3.14M | Buy |
78,930
+843
| +1% | +$33.5K | 0.29% | 69 |
|
|
2024
Q1 | $2.96M | Sell |
78,087
-1,031
| -1% | -$39.1K | 0.26% | 71 |
|
|
2023
Q4 | $2.66M | Hold |
79,118
| – | – | 0.24% | 76 |
|
|
2023
Q3 | $2.17M | Sell |
79,118
-91
| -0.1% | -$2.49K | 0.22% | 76 |
|
|
2023
Q2 | $2.27M | Hold |
79,209
| – | – | 0.23% | 76 |
|
|
2023
Q1 | $2.27M | Buy |
79,209
+342
| +0.4% | +$9.78K | 0.24% | 78 |
|
|
2022
Q4 | $2.61M | Hold |
78,867
| – | – | 0.28% | 70 |
|
|
2022
Q3 | $2.38M | Hold |
78,867
| – | – | 0.27% | 79 |
|
|
2022
Q2 | $2.64M | Buy |
78,867
+1,041
| +1% | +$34.8K | 0.26% | 84 |
|
|
2022
Q1 | $3.22M | Sell |
77,826
-550
| -0.7% | -$22.7K | 0.3% | 75 |
|
|
2021
Q4 | $3.75M | Sell |
78,376
-293
| -0.4% | -$14K | 0.34% | 70 |
|
|
2021
Q3 | $3.65M | Buy |
78,669
+58
| +0.1% | +$2.69K | 0.32% | 74 |
|
|
2021
Q2 | $3.24M | Sell |
78,611
-600
| -0.8% | -$24.7K | 0.32% | 75 |
|
|
2021
Q1 | $3.07M | Buy |
79,211
+5,000
| +7% | +$193K | 0.35% | 75 |
|
|
2020
Q4 | $2.25M | Sell |
74,211
-3,457
| -4% | -$105K | 0.3% | 69 |
|
|
2020
Q3 | $1.88M | Sell |
77,668
-7,788
| -9% | -$189K | 0.29% | 67 |
|
|
2020
Q2 | $2.02M | Sell |
85,456
-205
| -0.2% | -$4.85K | 0.34% | 52 |
|
|
2020
Q1 | $1.82M | Sell |
85,661
-1,028
| -1% | -$21.8K | 0.5% | 44 |
|
|
2019
Q4 | $3.05M | Buy |
+86,689
| New | +$3.05M | 0.67% | 30 |
|