Phoenix Financial’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.1M | Sell |
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|
2025
Q2 | $13.7M | Sell |
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|
2025
Q1 | $13.7M | Sell |
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|
2024
Q4 | $19.9M | Buy |
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|
2024
Q3 | $16.3M | Buy |
|
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|
2024
Q2 | $14.8M | Buy |
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|
2024
Q1 | $8.69M | Sell |
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|
2023
Q4 | $87.3M | Sell |
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|
2023
Q3 | $64.2M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $698K | Sell |
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|
2022
Q4 | $3.88M | Sell |
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|
2022
Q3 | $3.77M | Sell |
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|
2022
Q2 | $4.49M | Buy |
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|
2022
Q1 | $5.82M | Buy |
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|
2021
Q4 | $3.11M | Buy |
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|
2021
Q3 | $2.59M | Sell |
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|
2021
Q2 | $3.09M | Sell |
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|
2021
Q1 | $3.31M | Buy |
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|
2020
Q4 | $2.24M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.11M | Buy |
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|
2020
Q1 | $1.85M | Buy |
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|
2019
Q4 | $723K | Buy |
|