Prospera Financial Services’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 | $18.9M | Buy |
399,410
+13,881
| +4% | +$657K | 0.35% | 58 |
|
|
2025
Q1 | $16.1M | Buy |
385,529
+17,239
| +5% | +$719K | 0.37% | 61 |
|
|
2024
Q4 | $16.2M | Buy |
368,290
+50,110
| +16% | +$2.2M | 0.38% | 58 |
|
|
2024
Q3 | $12.6M | Buy |
318,180
+16,599
| +6% | +$659K | 0.32% | 69 |
|
|
2024
Q2 | $12M | Buy |
301,581
+14,205
| +5% | +$565K | 0.33% | 65 |
|
|
2024
Q1 | $10.9M | Buy |
287,376
+4,544
| +2% | +$172K | 0.32% | 65 |
|
|
2023
Q4 | $9.52M | Buy |
282,832
+1,290
| +0.5% | +$43.4K | 0.32% | 63 |
|
|
2023
Q3 | $7.71M | Sell |
281,542
-16,356
| -5% | -$448K | 0.3% | 71 |
|
|
2023
Q2 | $8.55M | Buy |
297,898
+47,161
| +19% | +$1.35M | 0.33% | 67 |
|
|
2023
Q1 | $7.17M | Buy |
250,737
+91,426
| +57% | +$2.61M | 0.29% | 80 |
|
|
2022
Q4 | $5.28M | Sell |
159,311
-2,835
| -2% | -$93.9K | 0.26% | 90 |
|
|
2022
Q3 | $4.9M | Buy |
162,146
+13,200
| +9% | +$399K | 0.26% | 92 |
|
|
2022
Q2 | $4.64M | Buy |
148,946
+4,517
| +3% | +$141K | 0.24% | 93 |
|
|
2022
Q1 | $5.95M | Buy |
144,429
+533
| +0.4% | +$22K | 0.25% | 87 |
|
|
2021
Q4 | $6.4M | Buy |
143,896
+5,440
| +4% | +$242K | 0.28% | 80 |
|
|
2021
Q3 | $5.88M | Sell |
138,456
-12,781
| -8% | -$543K | 0.29% | 74 |
|
|
2021
Q2 | $6.24M | Buy |
151,237
+5,797
| +4% | +$239K | 0.31% | 64 |
|
|
2021
Q1 | $5.63M | Buy |
145,440
+6,921
| +5% | +$268K | 0.33% | 56 |
|
|
2020
Q4 | $4.2M | Buy |
138,519
+121,959
| +736% | +$3.7M | 0.29% | 68 |
|
|
2020
Q3 | $399K | Sell |
16,560
-108,905
| -87% | -$2.62M | 0.15% | 120 |
|
|
2020
Q2 | $2.98M | Buy |
125,465
+16,563
| +15% | +$393K | 0.26% | 93 |
|
|
2020
Q1 | $2.31M | Buy |
108,902
+15,026
| +16% | +$319K | 0.25% | 98 |
|
|
2019
Q4 | $3.31M | Buy |
93,876
+17,661
| +23% | +$622K | 0.25% | 86 |
|
|
2019
Q3 | $2.22M | Buy |
76,215
+11,942
| +19% | +$348K | 0.23% | 92 |
|
|
2019
Q2 | $1.87M | Buy |
64,273
+1,266
| +2% | +$36.8K | 0.21% | 98 |
|
|
2019
Q1 | $1.84M | Buy |
63,007
+13,682
| +28% | +$399K | 0.61% | 39 |
|
|
2018
Q4 | $1.23M | Sell |
49,325
-1,043
| -2% | -$26K | 0.25% | 98 |
|
|
2018
Q3 | $1.47M | Sell |
50,368
-28,487
| -36% | -$831K | 0.27% | 83 |
|
|
2018
Q2 | $2.21M | Sell |
78,855
-2,623
| -3% | -$73.5K | 0.3% | 64 |
|
|
2018
Q1 | $2.44M | Buy |
81,478
+38,193
| +88% | +$1.14M | 0.34% | 56 |
|
|
2017
Q4 | $1.3M | Sell |
43,285
-15,653
| -27% | -$471K | 0.2% | 109 |
|
|
2017
Q3 | $1.51M | Sell |
58,938
-413
| -0.7% | -$10.6K | 0.23% | 93 |
|
|
2017
Q2 | $1.46M | Sell |
59,351
-4,330
| -7% | -$107K | 0.23% | 95 |
|
|
2017
Q1 | $1.48M | Buy |
63,681
+6,547
| +11% | +$152K | 0.27% | 75 |
|
|
2016
Q4 | $1.29M | Buy |
57,134
+5,307
| +10% | +$120K | 0.25% | 74 |
|
|
2016
Q3 | $811K | Buy |
51,827
+1,088
| +2% | +$17K | 0.16% | 117 |
|
|
2016
Q2 | $673K | Sell |
50,739
-76,612
| -60% | -$1.02M | 0.14% | 128 |
|
|
2016
Q1 | $1.72M | Buy |
127,351
+91,843
| +259% | +$1.24M | 0.38% | 45 |
|
|
2015
Q4 | $598K | Sell |
35,508
-10,528
| -23% | -$177K | 0.13% | 110 |
|
|
2015
Q3 | $688K | Sell |
46,036
-856
| -2% | -$12.8K | 0.17% | 86 |
|
|
2015
Q2 | $759K | Sell |
46,892
-40,472
| -46% | -$655K | 0.18% | 93 |
|
|
2015
Q1 | $1.31M | Buy |
87,364
+43,160
| +98% | +$647K | 0.29% | 53 |
|
|
2014
Q4 | $791K | Sell |
44,204
-5,008
| -10% | -$89.6K | 0.2% | 82 |
|
|
2014
Q3 | $800K | Buy |
49,212
+2,346
| +5% | +$38.1K | 0.22% | 72 |
|
|
2014
Q2 | $720K | Sell |
46,866
-6,406
| -12% | -$98.4K | 0.19% | 84 |
|
|
2014
Q1 | $851K | Buy |
53,272
+7,009
| +15% | +$112K | 0.27% | 56 |
|
|
2013
Q4 | $720K | Buy |
46,263
+5,690
| +14% | +$88.6K | 0.24% | 69 |
|
|
2013
Q3 | $564K | Sell |
40,573
-15,808
| -28% | -$220K | 0.21% | 95 |
|
|
2013
Q2 | $729K | Buy |
+56,381
| New | +$729K | 0.34% | 74 |
|