Pin Oak Investment 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 | $1.04M | Sell |
24,871
-1,525
| -6% | -$63.6K | 0.88% | 25 |
|
|
2025
Q1 | $1.07M | Buy |
26,396
+761
| +3% | +$30.8K | 0.81% | 27 |
|
|
2024
Q4 | $1.02M | Buy |
25,635
+44
| +0.2% | +$1.75K | 0.92% | 24 |
|
|
2024
Q3 | $1.02M | Sell |
25,591
-831
| -3% | -$33K | 0.92% | 24 |
|
|
2024
Q2 | $1.05M | Buy |
26,422
+7,976
| +43% | +$317K | 1% | 22 |
|
|
2024
Q1 | $699K | Sell |
18,446
-400
| -2% | -$15.2K | 0.67% | 33 |
|
|
2023
Q4 | $635K | Buy |
18,846
+170
| +0.9% | +$5.73K | 0.64% | 34 |
|
|
2023
Q3 | $511K | Hold |
18,676
| – | – | 0.58% | 32 |
|
|
2023
Q2 | $536K | Sell |
18,676
-416
| -2% | -$11.9K | 0.59% | 31 |
|
|
2023
Q1 | $546K | Sell |
19,092
-125
| -0.7% | -$3.58K | 0.68% | 29 |
|
|
2022
Q4 | $636K | Buy |
19,217
+17,281
| +893% | +$572K | 0.78% | 30 |
|
|
2022
Q3 | $585K | Sell |
1,936
-17,430
| -90% | -$5.27M | 0.73% | 30 |
|
|
2022
Q2 | $603K | Sell |
19,366
-1
| -0% | -$31 | 0.74% | 32 |
|
|
2022
Q1 | $798K | Sell |
19,367
-500
| -3% | -$20.6K | 0.85% | 30 |
|
|
2021
Q4 | $884K | Sell |
19,867
-240
| -1% | -$10.7K | 0.89% | 27 |
|
|
2021
Q3 | $854K | Sell |
20,107
-40
| -0.2% | -$1.7K | 0.94% | 27 |
|
|
2021
Q2 | $831K | Hold |
20,147
| – | – | 0.85% | 30 |
|
|
2021
Q1 | $780K | Sell |
20,147
-120
| -0.6% | -$4.65K | 0.66% | 41 |
|
|
2020
Q4 | $614K | Sell |
20,267
-1,080
| -5% | -$32.7K | 0.51% | 48 |
|
|
2020
Q3 | $514K | Sell |
21,347
-416
| -2% | -$10K | 0.5% | 49 |
|
|
2020
Q2 | $517K | Buy |
21,763
+267
| +1% | +$6.34K | 0.48% | 51 |
|
|
2020
Q1 | $456K | Buy |
21,496
+8,713
| +68% | +$185K | 0.48% | 54 |
|
|
2019
Q4 | $450K | Sell |
12,783
-1,350
| -10% | -$47.5K | 0.36% | 58 |
|
|
2019
Q3 | $412K | Sell |
14,133
-95
| -0.7% | -$2.77K | 0.34% | 66 |
|
|
2019
Q2 | $413K | Sell |
14,228
-737
| -5% | -$21.4K | 0.32% | 68 |
|
|
2019
Q1 | $413K | Sell |
14,965
-20
| -0.1% | -$552 | 0.33% | 69 |
|
|
2018
Q4 | $369K | Buy |
14,985
+792
| +6% | +$19.5K | 0.33% | 67 |
|
|
2018
Q3 | $418K | Hold |
14,193
| – | – | 0.31% | 68 |
|
|
2018
Q2 | $400K | Sell |
14,193
-1,000
| -7% | -$28.2K | 0.29% | 69 |
|
|
2018
Q1 | $456K | Sell |
15,193
-842
| -5% | -$25.3K | 0.37% | 58 |
|
|
2017
Q4 | $473K | Buy |
+16,035
| New | +$473K | 0.36% | 64 |
|