Powell 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 | $290K | Hold |
6,138
| – | – | 0.11% | 110 |
|
|
2025
Q1 | $256K | Hold |
6,138
| – | – | 0.13% | 98 |
|
|
2024
Q4 | $270K | Hold |
6,138
| – | – | 0.12% | 103 |
|
|
2024
Q3 | $244K | Sell |
6,138
-221
| -3% | -$8.77K | 0.11% | 106 |
|
|
2024
Q2 | $253K | Buy |
6,359
+33
| +0.5% | +$1.31K | 0.13% | 94 |
|
|
2024
Q1 | $240K | Hold |
6,326
| – | – | 0.13% | 97 |
|
|
2023
Q4 | $213K | Hold |
6,326
| – | – | 0.12% | 110 |
|
|
2023
Q3 | $173K | Hold |
6,326
| – | – | 0.1% | 110 |
|
|
2023
Q2 | $181K | Hold |
6,326
| – | – | 0.11% | 103 |
|
|
2023
Q1 | $181K | Hold |
6,326
| – | – | 0.1% | 102 |
|
|
2022
Q4 | $210K | Hold |
6,326
| – | – | 0.12% | 99 |
|
|
2022
Q3 | $191K | Hold |
6,326
| – | – | 0.13% | 102 |
|
|
2022
Q2 | $197K | Hold |
6,326
| – | – | 0.12% | 105 |
|
|
2022
Q1 | $261K | Buy |
6,326
+215
| +4% | +$8.87K | 0.15% | 84 |
|
|
2021
Q4 | $272K | Hold |
6,111
| – | – | 0.15% | 85 |
|
|
2021
Q3 | $259K | Hold |
6,111
| – | – | 0.16% | 85 |
|
|
2021
Q2 | $252K | Hold |
6,111
| – | – | 0.15% | 89 |
|
|
2021
Q1 | $236K | Hold |
6,111
| – | – | 0.15% | 87 |
|
|
2020
Q4 | $185K | Hold |
6,111
| – | – | 0.14% | 89 |
|
|
2020
Q3 | $147K | Hold |
6,111
| – | – | 0.13% | 94 |
|
|
2020
Q2 | $145K | Hold |
6,111
| – | – | 0.14% | 95 |
|
|
2020
Q1 | $130K | Hold |
6,111
| – | – | 0.16% | 92 |
|
|
2019
Q4 | $215K | Buy |
+6,111
| New | +$215K | 0.22% | 94 |
|