Prudent Man 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 | $1.35M | Sell |
28,557
-392
| -1% | -$18.5K | 0.43% | 55 |
|
|
2025
Q1 | $1.21M | Buy |
28,949
+789
| +3% | +$32.9K | 0.44% | 49 |
|
|
2024
Q4 | $1.24M | Sell |
28,160
-3,644
| -11% | -$160K | 0.45% | 46 |
|
|
2024
Q3 | $1.26M | Sell |
31,804
-5,758
| -15% | -$228K | 0.42% | 50 |
|
|
2024
Q2 | $1.49M | Buy |
37,562
+1,633
| +5% | +$64.9K | 0.53% | 36 |
|
|
2024
Q1 | $1.36M | Sell |
35,929
-1,862
| -5% | -$70.6K | 0.51% | 38 |
|
|
2023
Q4 | $1.27M | Sell |
37,791
-1,864
| -5% | -$62.8K | 0.47% | 42 |
|
|
2023
Q3 | $1.09M | Sell |
39,655
-26
| -0.1% | -$712 | 0.43% | 51 |
|
|
2023
Q2 | $1.14M | Sell |
39,681
-476
| -1% | -$13.7K | 0.43% | 46 |
|
|
2023
Q1 | $1.15M | Sell |
40,157
-827
| -2% | -$23.6K | 0.45% | 46 |
|
|
2022
Q4 | $1.36M | Buy |
40,984
+462
| +1% | +$15.3K | 0.55% | 35 |
|
|
2022
Q3 | $1.22M | Buy |
40,522
+2,105
| +5% | +$63.6K | 0.58% | 29 |
|
|
2022
Q2 | $1.2M | Sell |
38,417
-388
| -1% | -$12.1K | 0.56% | 32 |
|
|
2022
Q1 | $1.6M | Sell |
38,805
-658
| -2% | -$27.1K | 0.65% | 25 |
|
|
2021
Q4 | $1.76M | Sell |
39,463
-6,576
| -14% | -$293K | 0.67% | 27 |
|
|
2021
Q3 | $1.95M | Buy |
46,039
+2
| +0% | +$85 | 0.74% | 21 |
|
|
2021
Q2 | $1.9M | Sell |
46,037
-3,224
| -7% | -$133K | 0.73% | 20 |
|
|
2021
Q1 | $1.91M | Sell |
49,261
-451
| -0.9% | -$17.5K | 0.8% | 18 |
|
|
2020
Q4 | $1.51M | Buy |
49,712
+1,393
| +3% | +$42.2K | 0.63% | 26 |
|
|
2020
Q3 | $1.16M | Buy |
48,319
+32,436
| +204% | +$781K | 0.62% | 32 |
|
|
2020
Q2 | $377K | Buy |
+15,883
| New | +$377K | 0.33% | 81 |
|