Petix & Botte Financial’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 | $678K | Hold |
14,334
| – | – | 0.17% | 74 |
|
|
2025
Q1 | $598K | Hold |
14,334
| – | – | 0.16% | 75 |
|
|
2024
Q4 | $630K | Hold |
14,334
| – | – | 0.17% | 74 |
|
|
2024
Q3 | $569K | Hold |
14,334
| – | – | 0.15% | 67 |
|
|
2024
Q2 | $570K | Buy |
14,334
+7,167
| +100% | +$285K | 0.16% | 67 |
|
|
2024
Q1 | $272K | Sell |
7,167
-7,167
| -50% | -$272K | 0.07% | 117 |
|
|
2023
Q4 | $483K | Hold |
14,334
| – | – | 0.14% | 69 |
|
|
2023
Q3 | $392K | Hold |
14,334
| – | – | 0.12% | 79 |
|
|
2023
Q2 | $411K | Buy |
14,334
+6,478
| +82% | +$186K | 0.13% | 77 |
|
|
2023
Q1 | $225K | Buy |
+7,856
| New | +$225K | 0.15% | 70 |
|
|
2022
Q3 | $237K | Buy |
+7,856
| New | +$237K | 0.18% | 63 |
|
|
2022
Q2 | – | Sell |
-5,328
| Closed | -$220K | – | 72 |
|
|
2022
Q1 | $220K | Buy |
+5,328
| New | +$220K | 0.07% | 109 |
|
|
2021
Q4 | – | Sell |
-6,206
| Closed | -$264K | – | 84 |
|
|
2021
Q3 | $264K | Buy |
+6,206
| New | +$264K | 0.09% | 95 |
|