Physicians Financial Services’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 | $1.13M | Sell |
23,764
-1,957
| -8% | -$92.6K | 0.34% | 55 |
|
|
2025
Q1 | $1.07M | Sell |
25,721
-650
| -2% | -$27.1K | 0.34% | 51 |
|
|
2024
Q4 | $1.16M | Sell |
26,371
-200
| -0.8% | -$8.79K | 0.35% | 55 |
|
|
2024
Q3 | $1.05M | Sell |
26,571
-440
| -2% | -$17.5K | 0.33% | 56 |
|
|
2024
Q2 | $1.07M | Sell |
27,011
-440
| -2% | -$17.5K | 0.35% | 58 |
|
|
2024
Q1 | $1.04M | Hold |
27,451
| – | – | 0.37% | 59 |
|
|
2023
Q4 | $924K | Sell |
27,451
-950
| -3% | -$32K | 0.35% | 59 |
|
|
2023
Q3 | $778K | Sell |
28,401
-650
| -2% | -$17.8K | 0.32% | 64 |
|
|
2023
Q2 | $833K | Sell |
29,051
-1,235
| -4% | -$35.4K | 0.33% | 65 |
|
|
2023
Q1 | $866K | Hold |
30,286
| – | – | 0.37% | 63 |
|
|
2022
Q4 | $1M | Sell |
30,286
-100
| -0.3% | -$3.31K | 0.45% | 60 |
|
|
2022
Q3 | $918K | Hold |
30,386
| – | – | 0.44% | 59 |
|
|
2022
Q2 | $946K | Sell |
30,386
-200
| -0.7% | -$6.23K | 0.42% | 58 |
|
|
2022
Q1 | $1.26M | Sell |
30,586
-340
| -1% | -$14K | 0.48% | 54 |
|
|
2021
Q4 | $1.38M | Sell |
30,926
-950
| -3% | -$42.3K | 0.51% | 52 |
|
|
2021
Q3 | $1.35M | Sell |
31,876
-300
| -0.9% | -$12.7K | 0.55% | 53 |
|
|
2021
Q2 | $1.33M | Sell |
32,176
-1,765
| -5% | -$72.8K | 0.54% | 53 |
|
|
2021
Q1 | $1.31M | Buy |
33,941
+13,860
| +69% | +$536K | 0.56% | 52 |
|
|
2020
Q4 | $609K | Sell |
20,081
-4,948
| -20% | -$150K | 0.29% | 69 |
|
|
2020
Q3 | $603K | Sell |
25,029
-50
| -0.2% | -$1.21K | 0.3% | 67 |
|
|
2020
Q2 | $596K | Buy |
25,079
+600
| +2% | +$14.3K | 0.33% | 67 |
|
|
2020
Q1 | $520K | Buy |
24,479
+4,100
| +20% | +$87.1K | 0.36% | 64 |
|
|
2019
Q4 | $718K | Buy |
20,379
+300
| +1% | +$10.6K | 0.39% | 66 |
|
|
2019
Q3 | $586K | Buy |
20,079
+900
| +5% | +$26.3K | 0.34% | 71 |
|
|
2019
Q2 | $556K | Hold |
19,179
| – | – | 0.33% | 73 |
|
|
2019
Q1 | $529K | Hold |
19,179
| – | – | 0.33% | 73 |
|
|
2018
Q4 | $473K | Buy |
+19,179
| New | +$473K | 0.34% | 71 |
|
|
2018
Q1 | – | Sell |
-17,129
| Closed | -$506K | – | 104 |
|
|
2017
Q4 | $506K | Hold |
17,129
| – | – | 0.39% | 74 |
|
|
2017
Q3 | $434K | Hold |
17,129
| – | – | 0.35% | 77 |
|
|
2017
Q2 | $416K | Buy |
17,129
+4,348
| +34% | +$106K | 0.35% | 80 |
|
|
2017
Q1 | $302K | Sell |
12,781
-2,000
| -14% | -$47.3K | 0.26% | 89 |
|
|
2016
Q4 | $216K | Hold |
14,781
| – | – | 0.18% | 103 |
|
|
2016
Q3 | $231K | Buy |
14,781
+400
| +3% | +$6.25K | 0.19% | 97 |
|
|
2016
Q2 | $190K | Hold |
14,381
| – | – | 0.17% | 104 |
|
|
2016
Q1 | $194K | Hold |
14,381
| – | – | 0.18% | 106 |
|
|
2015
Q4 | $242K | Buy |
+14,381
| New | +$242K | 0.22% | 95 |
|