Phoenix 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 | $13.7M | Sell |
288,342
-37,821
| -12% | -$1.8M | 0.18% | 69 |
|
|
2025
Q1 | $13.7M | Sell |
326,163
-126,879
| -28% | -$5.34M | 0.21% | 77 |
|
|
2024
Q4 | $19.9M | Buy |
453,042
+42,734
| +10% | +$1.88M | 0.27% | 70 |
|
|
2024
Q3 | $16.3M | Buy |
410,308
+36,206
| +10% | +$1.44M | 0.24% | 69 |
|
|
2024
Q2 | $14.8M | Buy |
374,102
+144,347
| +63% | +$5.71M | 0.23% | 67 |
|
|
2024
Q1 | $8.69M | Sell |
229,755
-2,076,403
| -90% | -$78.6M | 0.12% | 85 |
|
|
2023
Q4 | $87.3M | Sell |
2,306,158
-24,226
| -1% | -$917K | 1.44% | 20 |
|
|
2023
Q3 | $64.2M | Buy |
+2,330,384
| New | +$64.2M | 1.18% | 24 |
|
|
2023
Q2 | – | Sell |
-24,184
| Closed | -$698K | – | 323 |
|
|
2023
Q1 | $698K | Sell |
24,184
-92,012
| -79% | -$2.66M | 0.02% | 202 |
|
|
2022
Q4 | $3.88M | Sell |
116,196
-6,461
| -5% | -$216K | 0.08% | 95 |
|
|
2022
Q3 | $3.77M | Sell |
122,657
-20,768
| -14% | -$639K | 0.08% | 106 |
|
|
2022
Q2 | $4.49M | Buy |
143,425
+3,145
| +2% | +$98.4K | 0.09% | 115 |
|
|
2022
Q1 | $5.82M | Buy |
140,280
+70,555
| +101% | +$2.93M | 0.1% | 123 |
|
|
2021
Q4 | $3.11M | Buy |
69,725
+9,000
| +15% | +$401K | 0.05% | 151 |
|
|
2021
Q3 | $2.59M | Sell |
60,725
-14,375
| -19% | -$613K | 0.04% | 177 |
|
|
2021
Q2 | $3.09M | Sell |
75,100
-10,196
| -12% | -$419K | 0.06% | 171 |
|
|
2021
Q1 | $3.31M | Buy |
85,296
+11,067
| +15% | +$429K | 0.07% | 174 |
|
|
2020
Q4 | $2.24M | Buy |
+74,229
| New | +$2.24M | 0.06% | 181 |
|
|
2020
Q3 | – | Sell |
-139,525
| Closed | -$3.11M | – | 334 |
|
|
2020
Q2 | $3.11M | Buy |
139,525
+49,934
| +56% | +$1.11M | 0.13% | 126 |
|
|
2020
Q1 | $1.85M | Buy |
89,591
+68,934
| +334% | +$1.42M | 0.09% | 161 |
|
|
2019
Q4 | $723K | Buy |
+20,657
| New | +$723K | 0.03% | 162 |
|