Plante Moran Financial 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 | $264K | Sell |
5,582
-1,003
| -15% | -$47.5K | 0.02% | 137 |
|
|
2025
Q1 | $275K | Buy |
6,585
+608
| +10% | +$25.4K | 0.02% | 135 |
|
|
2024
Q4 | $263K | Buy |
5,977
+589
| +11% | +$25.9K | 0.02% | 143 |
|
|
2024
Q3 | $214K | Sell |
5,388
-518
| -9% | -$20.6K | 0.02% | 174 |
|
|
2024
Q2 | $235K | Buy |
5,906
+1,729
| +41% | +$68.8K | 0.02% | 158 |
|
|
2024
Q1 | $158K | Sell |
4,177
-1,790
| -30% | -$67.9K | 0.02% | 192 |
|
|
2023
Q4 | $201K | Buy |
5,967
+100
| +2% | +$3.37K | 0.02% | 169 |
|
|
2023
Q3 | $161K | Sell |
5,867
-7
| -0.1% | -$192 | 0.02% | 171 |
|
|
2023
Q2 | $169K | Buy |
5,874
+365
| +7% | +$10.5K | 0.02% | 177 |
|
|
2023
Q1 | $158K | Sell |
5,509
-123
| -2% | -$3.52K | 0.02% | 172 |
|
|
2022
Q4 | $187K | Sell |
5,632
-1,243
| -18% | -$41.2K | 0.03% | 162 |
|
|
2022
Q3 | $208K | Buy |
6,875
+746
| +12% | +$22.6K | 0.04% | 142 |
|
|
2022
Q2 | $191K | Buy |
6,129
+680
| +12% | +$21.2K | 0.03% | 150 |
|
|
2022
Q1 | $225K | Sell |
5,449
-5,517
| -50% | -$228K | 0.04% | 151 |
|
|
2021
Q4 | $488K | Sell |
10,966
-16,285
| -60% | -$725K | 0.08% | 88 |
|
|
2021
Q3 | $1.16M | Buy |
27,251
+4,463
| +20% | +$189K | 0.26% | 43 |
|
|
2021
Q2 | $940K | Sell |
22,788
-5,227
| -19% | -$216K | 0.23% | 54 |
|
|
2021
Q1 | $1.08M | Buy |
28,015
+21,982
| +364% | +$851K | 0.3% | 44 |
|
|
2020
Q4 | $183K | Buy |
6,033
+1,728
| +40% | +$52.4K | 0.06% | 183 |
|
|
2020
Q3 | $104K | Sell |
4,305
-1,241
| -22% | -$30K | 0.04% | 232 |
|
|
2020
Q2 | $132K | Sell |
5,546
-354
| -6% | -$8.43K | 0.05% | 176 |
|
|
2020
Q1 | $125K | Sell |
5,900
-3,391
| -36% | -$71.8K | 0.06% | 166 |
|
|
2019
Q4 | $327K | Sell |
9,291
-3,560
| -28% | -$125K | 0.11% | 109 |
|
|
2019
Q3 | $375K | Buy |
12,851
+132
| +1% | +$3.85K | 0.11% | 105 |
|
|
2019
Q2 | $369K | Buy |
12,719
+267
| +2% | +$7.75K | 0.11% | 105 |
|
|
2019
Q1 | $344K | Buy |
12,452
+877
| +8% | +$24.2K | 0.11% | 102 |
|
|
2018
Q4 | $285K | Sell |
11,575
-1,331
| -10% | -$32.8K | 0.1% | 109 |
|
|
2018
Q3 | $380K | Sell |
12,906
-12,336
| -49% | -$363K | 0.12% | 97 |
|
|
2018
Q2 | $712K | Buy |
25,242
+8,164
| +48% | +$230K | 0.36% | 55 |
|
|
2018
Q1 | $512K | Buy |
17,078
+2,293
| +16% | +$68.7K | 0.28% | 68 |
|
|
2017
Q4 | $436K | Buy |
14,785
+531
| +4% | +$15.7K | 0.24% | 76 |
|
|
2017
Q3 | $361K | Buy |
14,254
+2,933
| +26% | +$74.3K | 0.21% | 83 |
|
|
2017
Q2 | $275K | Sell |
11,321
-260
| -2% | -$6.32K | 0.17% | 99 |
|
|
2017
Q1 | $273K | Buy |
11,581
+338
| +3% | +$7.97K | 0.16% | 104 |
|
|
2016
Q4 | $248K | Buy |
11,243
+475
| +4% | +$10.5K | 0.15% | 103 |
|
|
2016
Q3 | $169K | Buy |
10,768
+16
| +0.1% | +$251 | 0.11% | 133 |
|
|
2016
Q2 | $143K | Sell |
10,752
-663
| -6% | -$8.82K | 0.1% | 145 |
|
|
2016
Q1 | $154K | Sell |
11,415
-772
| -6% | -$10.4K | 0.12% | 132 |
|
|
2015
Q4 | $205K | Sell |
12,187
-369
| -3% | -$6.21K | 0.15% | 105 |
|
|
2015
Q3 | $196K | Buy |
12,556
+2,665
| +27% | +$41.6K | 0.15% | 106 |
|
|
2015
Q2 | $168K | Buy |
9,891
+2,372
| +32% | +$40.3K | 0.12% | 129 |
|
|
2015
Q1 | $116K | Buy |
7,519
+1,340
| +22% | +$20.7K | 0.08% | 170 |
|
|
2014
Q4 | $111K | Buy |
6,179
+756
| +14% | +$13.6K | 0.08% | 173 |
|
|
2014
Q3 | $92K | Buy |
5,423
+182
| +3% | +$3.09K | 0.08% | 175 |
|
|
2014
Q2 | $81K | Buy |
5,241
+1
| +0% | +$15 | 0.07% | 168 |
|
|
2014
Q1 | $90K | Sell |
5,240
-6,069
| -54% | -$104K | 0.1% | 121 |
|
|
2013
Q4 | $176K | Buy |
11,309
+6,674
| +144% | +$104K | 0.1% | 98 |
|
|
2013
Q3 | $64K | Buy |
4,635
+2,854
| +160% | +$39.4K | 0.04% | 166 |
|
|
2013
Q2 | $23K | Buy |
+1,781
| New | +$23K | 0.02% | 238 |
|