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