Patriot Financial Group Insurance Agency’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 | $3.03M | Buy |
64,073
+5,453
| +9% | +$258K | 0.35% | 68 |
|
|
2025
Q1 | $2.45M | Buy |
58,620
+2,818
| +5% | +$118K | 0.33% | 73 |
|
|
2024
Q4 | $2.45M | Buy |
55,802
+819
| +1% | +$36K | 0.33% | 67 |
|
|
2024
Q3 | $2.18M | Sell |
54,983
-1,303
| -2% | -$51.7K | 0.29% | 76 |
|
|
2024
Q2 | $2.24M | Sell |
56,286
-1,067
| -2% | -$42.4K | 0.33% | 68 |
|
|
2024
Q1 | $2.17M | Buy |
57,353
+1,417
| +3% | +$53.7K | 0.35% | 58 |
|
|
2023
Q4 | $1.88M | Sell |
55,936
-437
| -0.8% | -$14.7K | 0.36% | 59 |
|
|
2023
Q3 | $1.54M | Buy |
56,373
+1,974
| +4% | +$54K | 0.32% | 70 |
|
|
2023
Q2 | $1.56M | Buy |
54,399
+9,218
| +20% | +$264K | 0.29% | 75 |
|
|
2023
Q1 | $1.29M | Buy |
45,181
+13,060
| +41% | +$374K | 0.26% | 88 |
|
|
2022
Q4 | $1.06M | Buy |
32,121
+118
| +0.4% | +$3.91K | 0.14% | 98 |
|
|
2022
Q3 | $966K | Buy |
32,003
+1,606
| +5% | +$48.5K | 0.24% | 103 |
|
|
2022
Q2 | $946K | Buy |
30,397
+1,173
| +4% | +$36.5K | 0.19% | 112 |
|
|
2022
Q1 | $1.21M | Sell |
29,224
-1,008
| -3% | -$41.6K | 0.21% | 106 |
|
|
2021
Q4 | $1.35M | Buy |
30,232
+576
| +2% | +$25.6K | 0.22% | 103 |
|
|
2021
Q3 | $1.26M | Buy |
29,656
+1,178
| +4% | +$50K | 0.22% | 107 |
|
|
2021
Q2 | $1.17M | Buy |
28,478
+3,985
| +16% | +$164K | 0.21% | 112 |
|
|
2021
Q1 | $948K | Buy |
24,493
+4,290
| +21% | +$166K | 0.22% | 111 |
|
|
2020
Q4 | $612K | Buy |
20,203
+482
| +2% | +$14.6K | 0.15% | 148 |
|
|
2020
Q3 | $475K | Sell |
19,721
-261
| -1% | -$6.29K | 0.15% | 145 |
|
|
2020
Q2 | $475K | Sell |
19,982
-341
| -2% | -$8.11K | 0.18% | 123 |
|
|
2020
Q1 | $431K | Buy |
20,323
+3,248
| +19% | +$68.9K | 0.2% | 106 |
|
|
2019
Q4 | $601K | Sell |
17,075
-1,888
| -10% | -$66.5K | 0.23% | 93 |
|
|
2019
Q3 | $553K | Sell |
18,963
-51
| -0.3% | -$1.49K | 0.25% | 76 |
|
|
2019
Q2 | $554K | Buy |
19,014
+1,245
| +7% | +$36.3K | 0.24% | 68 |
|
|
2019
Q1 | $488K | Buy |
17,769
+4,450
| +33% | +$122K | 0.25% | 65 |
|
|
2018
Q4 | $328K | Buy |
13,319
+779
| +6% | +$19.2K | 0.22% | 81 |
|
|
2018
Q3 | $369K | Buy |
12,540
+10,516
| +520% | +$309K | 0.22% | 71 |
|
|
2018
Q2 | $57K | Sell |
2,024
-6,922
| -77% | -$195K | 0.06% | 173 |
|
|
2018
Q1 | $262K | Buy |
8,946
+403
| +5% | +$11.8K | 0.19% | 108 |
|
|
2017
Q4 | $258K | Buy |
8,543
+595
| +7% | +$18K | 0.19% | 105 |
|
|
2017
Q3 | $205K | Sell |
7,948
-496
| -6% | -$12.8K | 0.18% | 105 |
|
|
2017
Q2 | $210K | Buy |
8,444
+126
| +2% | +$3.13K | 0.22% | 95 |
|
|
2017
Q1 | $193K | Sell |
8,318
-196
| -2% | -$4.55K | 0.2% | 91 |
|
|
2016
Q4 | $193K | Buy |
+8,514
| New | +$193K | 0.26% | 83 |
|