Patriot Investment Management Group’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 | $234K | Buy |
+4,939
| New | +$234K | 0.02% | 224 |
|
2025
Q1 | – | Sell |
-5,484
| Closed | -$241K | – | 228 |
|
2024
Q4 | $241K | Sell |
5,484
-197
| -3% | -$8.66K | 0.02% | 213 |
|
2024
Q3 | $225K | Sell |
5,681
-860
| -13% | -$34.1K | 0.02% | 226 |
|
2024
Q2 | $260K | Buy |
6,541
+6
| +0.1% | +$239 | 0.02% | 217 |
|
2024
Q1 | $248K | Buy |
6,535
+3
| +0% | +$114 | 0.02% | 223 |
|
2023
Q4 | $220K | Buy |
+6,532
| New | +$220K | 0.02% | 223 |
|
2023
Q3 | – | Sell |
-8,896
| Closed | -$255K | – | 226 |
|
2023
Q2 | $255K | Sell |
8,896
-26
| -0.3% | -$746 | 0.02% | 219 |
|
2023
Q1 | $255K | Buy |
8,922
+5
| +0.1% | +$143 | 0.02% | 218 |
|
2022
Q4 | $316K | Buy |
8,917
+8
| +0.1% | +$284 | 0.03% | 203 |
|
2022
Q3 | $269K | Buy |
8,909
+35
| +0.4% | +$1.06K | 0.03% | 208 |
|
2022
Q2 | $276K | Sell |
8,874
-723
| -8% | -$22.5K | 0.03% | 210 |
|
2022
Q1 | $395K | Sell |
9,597
-329
| -3% | -$13.5K | 0.03% | 191 |
|
2021
Q4 | $441K | Sell |
9,926
-427
| -4% | -$19K | 0.04% | 188 |
|
2021
Q3 | $439K | Buy |
10,353
+5
| +0% | +$212 | 0.04% | 181 |
|
2021
Q2 | $426K | Buy |
10,348
+211
| +2% | +$8.69K | 0.04% | 181 |
|
2021
Q1 | $392K | Buy |
+10,137
| New | +$392K | 0.04% | 180 |
|
2020
Q4 | – | Sell |
-9,808
| Closed | -$236K | – | 176 |
|
2020
Q3 | $236K | Buy |
9,808
+3,086
| +46% | +$74.3K | 0.03% | 202 |
|
2020
Q2 | $160K | Sell |
6,722
-2,736
| -29% | -$65K | 0.02% | 223 |
|
2020
Q1 | $200K | Buy |
9,458
+9
| +0.1% | +$190 | 0.03% | 196 |
|
2019
Q4 | $332K | Buy |
9,449
+268
| +3% | +$9.42K | 0.04% | 180 |
|
2019
Q3 | $257K | Sell |
9,181
-485
| -5% | -$13.6K | 0.04% | 190 |
|
2019
Q2 | $280K | Buy |
9,666
+469
| +5% | +$13.6K | 0.04% | 185 |
|
2019
Q1 | $253K | Buy |
+9,197
| New | +$253K | 0.04% | 188 |
|