Personal Capital Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $92.6M | Buy |
2,796,793
+40,544
| +1% | +$1.34M | 0.45% | 46 |
|
2022
Q3 | $83.2M | Buy |
2,756,249
+321,824
| +13% | +$9.72M | 0.45% | 46 |
|
2022
Q2 | $75.8M | Sell |
2,434,425
-149,936
| -6% | -$4.67M | 0.4% | 48 |
|
2022
Q1 | $107M | Buy |
2,584,361
+42,766
| +2% | +$1.76M | 0.5% | 38 |
|
2021
Q4 | $113M | Buy |
2,541,595
+17,972
| +0.7% | +$801K | 0.52% | 36 |
|
2021
Q3 | $107M | Buy |
2,523,623
+86,114
| +4% | +$3.66M | 0.54% | 32 |
|
2021
Q2 | $100M | Buy |
2,437,509
+83,438
| +4% | +$3.44M | 0.52% | 32 |
|
2021
Q1 | $91.1M | Buy |
2,354,071
+110,809
| +5% | +$4.29M | 0.53% | 32 |
|
2020
Q4 | $68M | Buy |
2,243,262
+182,407
| +9% | +$5.53M | 0.43% | 47 |
|
2020
Q3 | $49.6M | Buy |
2,060,855
+40,815
| +2% | +$983K | 0.37% | 59 |
|
2020
Q2 | $48M | Buy |
2,020,040
+463,062
| +30% | +$11M | 0.4% | 58 |
|
2020
Q1 | $23.8M | Buy |
1,556,978
+169,112
| +12% | +$2.59M | 0.23% | 95 |
|
2019
Q4 | $48.9M | Buy |
1,387,866
+1,258,775
| +975% | +$44.3M | 0.41% | 58 |
|
2019
Q3 | $3.77M | Buy |
129,091
+17,133
| +15% | +$500K | 0.04% | 157 |
|
2019
Q2 | $3.25M | Buy |
111,958
+25,646
| +30% | +$744K | 0.03% | 161 |
|
2019
Q1 | $2.38M | Buy |
86,312
+14,768
| +21% | +$407K | 0.03% | 169 |
|
2018
Q4 | $1.76M | Buy |
71,544
+13,004
| +22% | +$320K | 0.02% | 169 |
|
2018
Q3 | $1.73M | Buy |
58,540
+12,575
| +27% | +$371K | 0.02% | 168 |
|
2018
Q2 | $1.3M | Buy |
45,965
+16,762
| +57% | +$473K | 0.02% | 169 |
|
2018
Q1 | $876K | Buy |
29,203
+5,098
| +21% | +$153K | 0.01% | 177 |
|
2017
Q4 | $712K | Buy |
24,105
+11,820
| +96% | +$349K | 0.01% | 184 |
|
2017
Q3 | $311K | Buy |
+12,285
| New | +$311K | 0.01% | 194 |
|