Raffa Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.8K | Buy |
979
+2
| +0.2% | +$106 | 0.01% | 166 |
|
|
2026
Q1 | $47.6K | Buy |
977
+137
| +16% | +$7.07K | 0.01% | 168 |
|
|
2025
Q4 | $46.2K | Buy |
840
+95
| +13% | +$5.02K | 0.01% | 170 |
|
|
2025
Q3 | $38.4K | Buy |
745
+120
| +19% | +$5.85K | 0.01% | 178 |
|
|
2025
Q2 | $29.6K | Sell |
625
-119
| -16% | -$5.01K | 0.01% | 217 |
|
|
2025
Q1 | $31K | Sell |
744
-424
| -36% | -$18.9K | 0.01% | 179 |
|
|
2024
Q4 | $51.3K | Buy |
1,168
+389
| +50% | +$17.1K | 0.01% | 146 |
|
|
2024
Q3 | $30.9K | Sell |
779
-150
| -16% | -$6.01K | 0.01% | 180 |
|
|
2024
Q2 | $36.9K | Buy |
929
+150
| +19% | +$5.75K | 0.01% | 226 |
|
|
2024
Q1 | $29.5K | Sell |
779
-507
| -39% | -$17.4K | 0.01% | 238 |
|
|
2023
Q4 | $43.3K | Hold |
1,286
| – | – | 0.01% | 139 |
|
|
2023
Q3 | $35.2K | Hold |
1,286
| – | – | 0.01% | 153 |
|
|
2023
Q2 | $36.9K | Hold |
1,286
| – | – | 0.01% | 152 |
|
|
2023
Q1 | $36.8K | Buy |
1,286
+75
| +6% | +$2.48K | 0.01% | 168 |
|
|
2022
Q4 | $40.1K | Buy |
1,211
+26
| +2% | +$896 | 0.02% | 153 |
|
|
2022
Q3 | $35.8K | Sell |
1,185
-103
| -8% | -$3.44K | 0.02% | 160 |
|
|
2022
Q2 | $40.1K | Hold |
1,288
| – | – | 0.02% | 154 |
|
|
2022
Q1 | $53.1K | Hold |
1,288
| – | – | 0.02% | 140 |
|
|
2021
Q4 | $57.3K | Sell |
1,288
-89
| -6% | -$4.05K | 0.02% | 142 |
|
|
2021
Q3 | $58.5K | Hold |
1,377
| – | – | 0.02% | 112 |
|
|
2021
Q2 | $56.8K | Hold |
1,377
| – | – | 0.02% | 125 |
|
|
2021
Q1 | $53.3K | Buy |
1,377
+121
| +10% | +$4.17K | 0.02% | 135 |
|
|
2020
Q4 | $38.1K | Sell |
1,256
-20
| -2% | -$536 | 0.01% | 147 |
|
|
2020
Q3 | $30.7K | Buy |
1,276
+11
| +0.9% | +$274 | 0.01% | 149 |
|
|
2020
Q2 | $30K | Sell |
1,265
-198
| -14% | -$4.68K | 0.01% | 145 |
|
|
2020
Q1 | $31.1K | Sell |
1,463
-67
| -4% | -$2.01K | 0.01% | 132 |
|
|
2019
Q4 | $53.9K | Hold |
1,530
| – | – | 0.02% | 124 |
|
|
2019
Q3 | $44.6K | Buy |
+1,530
| New | +$44K | 0.02% | 134 |
|
|
2019
Q2 | – | Sell |
-844
| Closed | -$23.3K | – | 800 |
|
|
2019
Q1 | $23.3K | Sell |
844
-865
| -51% | -$24.4K | 0.01% | 153 |
|
|
2018
Q4 | $42.1K | Buy |
1,709
+865
| +102% | +$23.5K | 0.02% | 139 |
|
|
2018
Q3 | $24.9K | Hold |
844
| – | – | 0.01% | 173 |
|
|
2018
Q2 | $23.8K | Hold |
844
| – | – | 0.01% | 162 |
|
|
2018
Q1 | $25.3K | Buy |
844
+676
| +402% | +$21.2K | 0.01% | 156 |
|
|
2017
Q4 | $4.96K | Buy |
168
+63
| +60% | +$1.74K | ﹤0.01% | 219 |
|
|
2017
Q3 | $2.66K | Hold |
105
| – | – | ﹤0.01% | 253 |
|
|
2017
Q2 | $2.55K | Hold |
105
| – | – | ﹤0.01% | 266 |
|
|
2017
Q1 | $2.48K | Sell |
105
-220
| -68% | -$5.22K | ﹤0.01% | 245 |
|
|
2016
Q4 | $7.18K | Hold |
325
| – | – | ﹤0.01% | 199 |
|
|
2016
Q3 | $5.09K | Hold |
325
| – | – | ﹤0.01% | 220 |
|
|
2016
Q2 | $4.31K | Sell |
325
-5,000
| -94% | -$70.2K | ﹤0.01% | 221 |
|
|
2016
Q1 | $72K | Hold |
5,325
| – | – | 0.04% | 75 |
|
|
2015
Q4 | $89.6K | Hold |
5,325
| – | – | 0.05% | 64 |
|
|
2015
Q3 | $83K | Hold |
5,325
| – | – | 0.05% | 67 |
|
|
2015
Q2 | $90.6K | Buy |
5,325
+5,000
| +1,538% | +$82.4K | 0.05% | 66 |
|
|
2015
Q1 | $5K | Sell |
325
-742
| -70% | -$11.9K | ﹤0.01% | 197 |
|
|
2014
Q4 | $19.1K | Hold |
1,067
| – | – | 0.01% | 120 |
|
|
2014
Q3 | $18.2K | Sell |
1,067
-1,732
| -62% | -$27.6K | 0.01% | 117 |
|
|
2014
Q2 | $43K | Buy |
2,799
+2,694
| +2,566% | +$41.8K | 0.03% | 85 |
|
|
2014
Q1 | $1.81K | Sell |
105
-962
| -90% | -$16.2K | ﹤0.01% | 219 |
|
|
2013
Q4 | $19.1K | Buy |
+1,067
| New | +$15.8K | 0.01% | 120 |
|
Other funds holding BAC
Raffa Wealth Management's BAC Position: Q2 2026 in Review
Raffa Wealth Management increased its Bank of America (BAC) stake by 0.2% in Q2 2026, buying an estimated $106 and bringing the position to 979 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #166.
Raffa Wealth Management first reported a position in BAC in Q4 2013 and has held it in 50 quarters since. The position peaked at $90.6K in Q2 2015. 3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Raffa Wealth Management held 979 shares of Bank of America worth $55.8K as of Q2 2026.
- Raffa Wealth Management bought 2 Bank of America shares in Q2 2026, an estimated $106.
- Bank of America made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #166 holding.
- Raffa Wealth Management first reported a position in Bank of America in Q4 2013 and has held it in 50 quarters since.
- Raffa Wealth Management's Bank of America position peaked at $90.6K in Q2 2015.
- 3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.