Rappaport Reiches Capital Management’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
Q1
$1.14M Buy
27,355
+1,482
+6% +$61.8K 0.29% 36
2024
Q4
$1.14M Sell
25,873
-146
-0.6% -$6.42K 0.29% 39
2024
Q3
$1.03M Buy
26,019
+69
+0.3% +$2.74K 0.27% 38
2024
Q2
$1.03M Buy
25,950
+276
+1% +$11K 0.3% 38
2024
Q1
$974K Buy
25,674
+66
+0.3% +$2.5K 0.3% 43
2023
Q4
$862K Buy
25,608
+688
+3% +$23.2K 0.32% 38
2023
Q3
$682K Buy
24,920
+36
+0.1% +$986 0.29% 39
2023
Q2
$714K Hold
24,884
0.3% 39
2023
Q1
$712K Sell
24,884
-6
-0% -$172 0.32% 37
2022
Q4
$824K Sell
24,890
-11
-0% -$364 0.41% 33
2022
Q3
$752K Sell
24,901
-85
-0.3% -$2.57K 0.38% 32
2022
Q2
$778K Buy
24,986
+5,889
+31% +$183K 0.39% 32
2022
Q1
$787K Buy
19,097
+5,460
+40% +$225K 0.42% 31
2021
Q4
$607K Sell
13,637
-16
-0.1% -$712 0.52% 28
2021
Q3
$580K Sell
13,653
-2,812
-17% -$119K 0.57% 26
2021
Q2
$679K Buy
+16,465
New +$679K 0.71% 23