PFG 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Buy |
27,433
+3,020
| +12% | +$143K | 0.06% | 261 |
|
2025
Q1 | $1.02M | Buy |
24,413
+888
| +4% | +$37.1K | 0.06% | 329 |
|
2024
Q4 | $1.03M | Sell |
23,525
-837
| -3% | -$36.8K | 0.06% | 297 |
|
2024
Q3 | $967K | Sell |
24,362
-2,180
| -8% | -$86.5K | 0.06% | 311 |
|
2024
Q2 | $1.06M | Sell |
26,542
-1,773
| -6% | -$70.5K | 0.07% | 286 |
|
2024
Q1 | $1.07M | Sell |
28,315
-2,987
| -10% | -$113K | 0.08% | 273 |
|
2023
Q4 | $1.05M | Buy |
31,302
+4,691
| +18% | +$158K | 0.09% | 259 |
|
2023
Q3 | $729K | Sell |
26,611
-9,575
| -26% | -$262K | 0.07% | 298 |
|
2023
Q2 | $1.04M | Buy |
36,186
+4,787
| +15% | +$137K | 0.08% | 285 |
|
2023
Q1 | $898K | Buy |
31,399
+10
| +0% | +$286 | 0.08% | 295 |
|
2022
Q4 | $1.04M | Buy |
31,389
+2,681
| +9% | +$88.8K | 0.1% | 243 |
|
2022
Q3 | $867K | Buy |
28,708
+6,473
| +29% | +$195K | 0.1% | 246 |
|
2022
Q2 | $692K | Buy |
22,235
+1,741
| +8% | +$54.2K | 0.08% | 215 |
|
2022
Q1 | $845K | Sell |
20,494
-557
| -3% | -$23K | 0.08% | 215 |
|
2021
Q4 | $937K | Sell |
21,051
-926
| -4% | -$41.2K | 0.09% | 264 |
|
2021
Q3 | $933K | Sell |
21,977
-1,371
| -6% | -$58.2K | 0.1% | 249 |
|
2021
Q2 | $963K | Buy |
23,348
+1,754
| +8% | +$72.3K | 0.11% | 232 |
|
2021
Q1 | $835K | Buy |
21,594
+7,869
| +57% | +$304K | 0.11% | 239 |
|
2020
Q4 | $416K | Sell |
13,725
-1,610
| -10% | -$48.8K | 0.07% | 261 |
|
2020
Q3 | $382K | Buy |
15,335
+3,343
| +28% | +$83.3K | 0.07% | 260 |
|
2020
Q2 | $288K | Buy |
11,992
+186
| +2% | +$4.47K | 0.06% | 254 |
|
2020
Q1 | $266K | Buy |
11,806
+2,299
| +24% | +$51.8K | 0.07% | 241 |
|
2019
Q4 | $332K | Buy |
9,507
+23
| +0.2% | +$803 | 0.08% | 230 |
|
2019
Q3 | $265K | Sell |
9,484
-576
| -6% | -$16.1K | 0.07% | 256 |
|
2019
Q2 | $310K | Buy |
+10,060
| New | +$310K | 0.08% | 241 |
|