Powell Investment Advisors’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 | $317K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $256K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $213K | Hold |
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|
2023
Q3 | $173K | Hold |
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|
2023
Q2 | $181K | Hold |
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|
2023
Q1 | $181K | Hold |
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|
2022
Q4 | $210K | Hold |
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|
2022
Q3 | $191K | Hold |
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|
2022
Q2 | $197K | Hold |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $185K | Hold |
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|
2020
Q3 | $147K | Hold |
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|
2020
Q2 | $145K | Hold |
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|
2020
Q1 | $130K | Hold |
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|
2019
Q4 | $215K | Buy |
|