Parkside Investments’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 | $710K | Sell |
15,000
-10,000
| -40% | -$473K | 0.1% | 71 |
|
2025
Q1 | $1.04M | Hold |
25,000
| – | – | 0.15% | 64 |
|
2024
Q4 | $1.1M | Sell |
25,000
-2,500
| -9% | -$110K | 0.16% | 59 |
|
2024
Q3 | $1.09M | Hold |
27,500
| – | – | 0.16% | 59 |
|
2024
Q2 | $1.09M | Sell |
27,500
-2,720
| -9% | -$108K | 0.17% | 61 |
|
2024
Q1 | $1.15M | Hold |
30,220
| – | – | 0.18% | 61 |
|
2023
Q4 | $1.02M | Buy |
30,220
+10,000
| +49% | +$337K | 0.17% | 65 |
|
2023
Q3 | $554K | Sell |
20,220
-23,280
| -54% | -$637K | 0.1% | 72 |
|
2023
Q2 | $1.25M | Buy |
43,500
+5,000
| +13% | +$143K | 0.23% | 55 |
|
2023
Q1 | $1.1M | Buy |
38,500
+2,000
| +5% | +$57.2K | 0.21% | 58 |
|
2022
Q4 | $1.21M | Buy |
36,500
+3,000
| +9% | +$99.4K | 0.24% | 59 |
|
2022
Q3 | $1.01M | Sell |
33,500
-5,000
| -13% | -$151K | 0.22% | 57 |
|
2022
Q2 | $1.2M | Buy |
38,500
+5,000
| +15% | +$156K | 0.25% | 56 |
|
2022
Q1 | $1.38M | Sell |
33,500
-1,643
| -5% | -$67.7K | 0.27% | 56 |
|
2021
Q4 | $1.56M | Sell |
35,143
-5,000
| -12% | -$222K | 0.3% | 56 |
|
2021
Q3 | $1.7M | Hold |
40,143
| – | – | 0.36% | 54 |
|
2021
Q2 | $1.66M | Buy |
40,143
+10,143
| +34% | +$418K | 0.32% | 58 |
|
2021
Q1 | $1.16M | Hold |
30,000
| – | – | 0.24% | 68 |
|
2020
Q4 | $909K | Buy |
30,000
+10,000
| +50% | +$303K | 0.2% | 71 |
|
2020
Q3 | $481K | Hold |
20,000
| – | – | 0.13% | 82 |
|
2020
Q2 | $475K | Sell |
20,000
-6,000
| -23% | -$143K | 0.13% | 87 |
|
2020
Q1 | $551K | Buy |
26,000
+4,000
| +18% | +$84.8K | 0.18% | 79 |
|
2019
Q4 | $774K | Buy |
+22,000
| New | +$774K | 0.19% | 81 |
|
2019
Q3 | – | Sell |
-24,000
| Closed | -$696K | – | 92 |
|
2019
Q2 | $696K | Buy |
24,000
+8,000
| +50% | +$232K | 0.18% | 81 |
|
2019
Q1 | $441K | Buy |
16,000
+1,000
| +7% | +$27.6K | 0.12% | 93 |
|
2018
Q4 | $369K | Hold |
15,000
| – | – | 0.16% | 89 |
|
2018
Q3 | $441K | Buy |
+15,000
| New | +$441K | 0.21% | 73 |
|