Personal CFO Solutions’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 | $1.73M | Sell |
36,557
-281
| -0.8% | -$13.3K | 0.32% | 58 |
|
|
2025
Q1 | $1.54M | Buy |
36,838
+2,779
| +8% | +$116K | 0.31% | 65 |
|
|
2024
Q4 | $1.5M | Buy |
34,059
+1,275
| +4% | +$56K | 0.29% | 64 |
|
|
2024
Q3 | $1.3M | Sell |
32,784
-107
| -0.3% | -$4.25K | 0.18% | 107 |
|
|
2024
Q2 | $1.31M | Sell |
32,891
-76
| -0.2% | -$3.02K | 0.2% | 92 |
|
|
2024
Q1 | $1.25M | Buy |
32,967
+3,899
| +13% | +$148K | 0.2% | 99 |
|
|
2023
Q4 | $979K | Sell |
29,068
-734
| -2% | -$24.7K | 0.17% | 120 |
|
|
2023
Q3 | $816K | Buy |
29,802
+809
| +3% | +$22.2K | 0.16% | 124 |
|
|
2023
Q2 | $832K | Buy |
28,993
+1,261
| +5% | +$36.2K | 0.17% | 123 |
|
|
2023
Q1 | $793K | Buy |
27,732
+13
| +0% | +$372 | 0.16% | 117 |
|
|
2022
Q4 | $918K | Buy |
27,719
+1,216
| +5% | +$40.3K | 0.19% | 98 |
|
|
2022
Q3 | $800K | Sell |
26,503
-214
| -0.8% | -$6.46K | 0.2% | 96 |
|
|
2022
Q2 | $832K | Buy |
26,717
+1,031
| +4% | +$32.1K | 0.2% | 91 |
|
|
2022
Q1 | $1.06M | Buy |
25,686
+1,425
| +6% | +$58.8K | 0.21% | 98 |
|
|
2021
Q4 | $1.08M | Buy |
24,261
+159
| +0.7% | +$7.07K | 0.2% | 106 |
|
|
2021
Q3 | $1.02M | Sell |
24,102
-326
| -1% | -$13.8K | 0.21% | 99 |
|
|
2021
Q2 | $1.01M | Buy |
24,428
+3,228
| +15% | +$133K | 0.21% | 97 |
|
|
2021
Q1 | $820K | Buy |
21,200
+8,988
| +74% | +$348K | 0.18% | 108 |
|
|
2020
Q4 | $370K | Buy |
12,212
+1,111
| +10% | +$33.7K | 0.09% | 204 |
|
|
2020
Q3 | $0 | Buy |
11,101
+766
| +7% | – | ﹤0.01% | 152 |
|
|
2020
Q2 | $245K | Sell |
10,335
-2,174
| -17% | -$51.5K | 0.07% | 245 |
|
|
2020
Q1 | $266K | Buy |
12,509
+6,536
| +109% | +$139K | 0.1% | 184 |
|
|
2019
Q4 | $210K | Buy |
+5,973
| New | +$210K | 0.06% | 310 |
|