Proficio Capital Partners’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 | $1.07M | Buy |
22,643
+1,178
| +5% | +$55.7K | 0.07% | 155 |
|
|
2025
Q1 | $896K | Buy |
21,465
+1,213
| +6% | +$50.6K | 0.07% | 138 |
|
|
2024
Q4 | $890K | Buy |
20,252
+7,999
| +65% | +$352K | 0.07% | 119 |
|
|
2024
Q3 | $486K | Sell |
12,253
-4,572
| -27% | -$181K | 0.05% | 152 |
|
|
2024
Q2 | $669K | Buy |
16,825
+1,075
| +7% | +$42.8K | 0.07% | 140 |
|
|
2024
Q1 | $597K | Buy |
15,750
+1,533
| +11% | +$58.1K | 0.07% | 152 |
|
|
2023
Q4 | $479K | Sell |
14,217
-456
| -3% | -$15.4K | 0.06% | 153 |
|
|
2023
Q3 | $402K | Sell |
14,673
-18,837
| -56% | -$516K | 0.05% | 167 |
|
|
2023
Q2 | $961K | Sell |
33,510
-2,655
| -7% | -$76.2K | 0.13% | 92 |
|
|
2023
Q1 | $1.03M | Sell |
36,165
-9,383
| -21% | -$268K | 0.16% | 82 |
|
|
2022
Q4 | $1.52M | Sell |
45,548
-4,196
| -8% | -$140K | 0.29% | 55 |
|
|
2022
Q3 | $1.49M | Buy |
49,744
+18,443
| +59% | +$552K | 0.27% | 55 |
|
|
2022
Q2 | $974K | Sell |
31,301
-18,204
| -37% | -$566K | 0.18% | 77 |
|
|
2022
Q1 | $2.04M | Buy |
49,505
+12,336
| +33% | +$509K | 0.3% | 58 |
|
|
2021
Q4 | $1.65M | Sell |
37,169
-519
| -1% | -$23.1K | 0.23% | 73 |
|
|
2021
Q3 | $1.6M | Buy |
37,688
+2,426
| +7% | +$103K | 0.21% | 77 |
|
|
2021
Q2 | $1.45M | Buy |
35,262
+1,841
| +6% | +$75.9K | 0.18% | 77 |
|
|
2021
Q1 | $1.29M | Buy |
33,421
+16,218
| +94% | +$627K | 0.17% | 79 |
|
|
2020
Q4 | $521K | Sell |
17,203
-887
| -5% | -$26.9K | 0.08% | 93 |
|
|
2020
Q3 | $436K | Sell |
18,090
-26,926
| -60% | -$649K | 0.08% | 102 |
|
|
2020
Q2 | $1.07M | Buy |
45,016
+5,817
| +15% | +$138K | 0.22% | 55 |
|
|
2020
Q1 | $824K | Buy |
39,199
+21,666
| +124% | +$455K | 0.21% | 66 |
|
|
2019
Q4 | $618K | Buy |
17,533
+2,456
| +16% | +$86.6K | 0.18% | 70 |
|
|
2019
Q3 | $440K | Sell |
15,077
-4,022
| -21% | -$117K | 0.16% | 72 |
|
|
2019
Q2 | $554K | Buy |
19,099
+916
| +5% | +$26.6K | 0.19% | 75 |
|
|
2019
Q1 | $502K | Buy |
18,183
+1,435
| +9% | +$39.6K | 0.18% | 78 |
|
|
2018
Q4 | $413K | Buy |
16,748
+1,705
| +11% | +$42K | 0.18% | 75 |
|
|
2018
Q3 | $443K | Buy |
15,043
+1,312
| +10% | +$38.6K | 0.15% | 77 |
|
|
2018
Q2 | $387K | Sell |
13,731
-27
| -0.2% | -$761 | 0.16% | 87 |
|
|
2018
Q1 | $413K | Buy |
13,758
+1,632
| +13% | +$49K | 0.12% | 87 |
|
|
2017
Q4 | $358K | Buy |
12,126
+1,667
| +16% | +$49.2K | 0.12% | 90 |
|
|
2017
Q3 | $265K | Sell |
10,459
-2,084
| -17% | -$52.8K | 0.11% | 118 |
|
|
2017
Q2 | $308K | Sell |
12,543
-1,924
| -13% | -$47.2K | 0.13% | 112 |
|
|
2017
Q1 | $338K | Sell |
14,467
-192,956
| -93% | -$4.51M | 0.15% | 105 |
|
|
2016
Q4 | $4.58M | Buy |
207,423
+200,966
| +3,112% | +$4.44M | 1.94% | 4 |
|
|
2016
Q3 | $101K | Buy |
6,457
+346
| +6% | +$5.41K | 0.06% | 179 |
|
|
2016
Q2 | $90K | Buy |
6,111
+992
| +19% | +$14.6K | 0.06% | 188 |
|
|
2016
Q1 | $69K | Buy |
5,119
+3,059
| +148% | +$41.2K | 0.06% | 166 |
|
|
2015
Q4 | $35K | Buy |
+2,060
| New | +$35K | 0.03% | 148 |
|