Rehmann Capital Advisory Group’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 | $2.6M | Buy |
54,929
+4,980
| +10% | +$236K | 0.16% | 101 |
|
|
2025
Q1 | $2.08M | Buy |
49,949
+5,814
| +13% | +$243K | 0.13% | 122 |
|
|
2024
Q4 | $1.94M | Buy |
44,135
+2,799
| +7% | +$123K | 0.12% | 131 |
|
|
2024
Q3 | $1.65M | Sell |
41,336
-274
| -0.7% | -$10.9K | 0.11% | 147 |
|
|
2024
Q2 | $1.65M | Buy |
41,610
+2,609
| +7% | +$104K | 0.12% | 140 |
|
|
2024
Q1 | $1.48M | Buy |
39,001
+1,511
| +4% | +$57.3K | 0.11% | 147 |
|
|
2023
Q4 | $1.26M | Buy |
37,490
+411
| +1% | +$13.8K | 0.1% | 152 |
|
|
2023
Q3 | $1.02M | Sell |
37,079
-447
| -1% | -$12.2K | 0.09% | 168 |
|
|
2023
Q2 | $1.08M | Buy |
37,526
+246
| +0.7% | +$7.06K | 0.1% | 173 |
|
|
2023
Q1 | $1.07M | Buy |
37,280
+3,656
| +11% | +$105K | 0.1% | 175 |
|
|
2022
Q4 | $1.11M | Sell |
33,624
-1,483
| -4% | -$49.1K | 0.11% | 158 |
|
|
2022
Q3 | $1.06M | Buy |
35,107
+2,650
| +8% | +$80K | 0.12% | 152 |
|
|
2022
Q2 | $1.01M | Sell |
32,457
-1,320
| -4% | -$41.1K | 0.11% | 160 |
|
|
2022
Q1 | $1.39M | Buy |
33,777
+2,485
| +8% | +$102K | 0.13% | 138 |
|
|
2021
Q4 | $1.4M | Sell |
31,292
-8,046
| -20% | -$360K | 0.13% | 140 |
|
|
2021
Q3 | $1.67M | Buy |
39,338
+6,159
| +19% | +$261K | 0.16% | 107 |
|
|
2021
Q2 | $1.38M | Buy |
33,179
+1,243
| +4% | +$51.6K | 0.13% | 129 |
|
|
2021
Q1 | $1.24M | Sell |
31,936
-822
| -3% | -$31.8K | 0.13% | 137 |
|
|
2020
Q4 | $994K | Buy |
32,758
+1,498
| +5% | +$45.5K | 0.11% | 155 |
|
|
2020
Q3 | $753K | Buy |
31,260
+625
| +2% | +$15.1K | 0.1% | 184 |
|
|
2020
Q2 | $728K | Buy |
+30,635
| New | +$728K | 0.1% | 177 |
|
|
2019
Q3 | $911K | Sell |
31,223
-672
| -2% | -$19.6K | 0.11% | 97 |
|
|
2019
Q2 | $925K | Sell |
31,895
-219
| -0.7% | -$6.35K | 0.11% | 144 |
|
|
2019
Q1 | $886K | Buy |
32,114
+5,276
| +20% | +$146K | 0.12% | 139 |
|
|
2018
Q4 | $661K | Sell |
26,838
-3,778
| -12% | -$93.1K | 0.1% | 106 |
|
|
2018
Q3 | $902K | Buy |
30,616
+759
| +3% | +$22.4K | 0.12% | 139 |
|
|
2018
Q2 | $842K | Buy |
29,857
+4,084
| +16% | +$115K | 0.12% | 146 |
|
|
2018
Q1 | $773K | Sell |
25,773
-1,502
| -6% | -$45K | 0.12% | 142 |
|
|
2017
Q4 | $805K | Sell |
27,275
-422
| -2% | -$12.5K | 0.14% | 136 |
|
|
2017
Q3 | $702K | Sell |
27,697
-3,361
| -11% | -$85.2K | 0.13% | 143 |
|
|
2017
Q2 | $753K | Sell |
31,058
-133
| -0.4% | -$3.23K | 0.14% | 130 |
|
|
2017
Q1 | $736K | Buy |
31,191
+4,381
| +16% | +$103K | 0.12% | 146 |
|
|
2016
Q4 | $593K | Buy |
26,810
+72
| +0.3% | +$1.59K | 0.11% | 164 |
|
|
2016
Q3 | $418K | Sell |
26,738
-11,003
| -29% | -$172K | 0.08% | 202 |
|
|
2016
Q2 | $501K | Sell |
37,741
-11,430
| -23% | -$152K | 0.09% | 174 |
|
|
2016
Q1 | $665K | Buy |
49,171
+1,283
| +3% | +$17.4K | 0.13% | 132 |
|
|
2015
Q4 | $806K | Sell |
47,888
-783
| -2% | -$13.2K | 0.17% | 107 |
|
|
2015
Q3 | $758K | Sell |
48,671
-1,593
| -3% | -$24.8K | 0.17% | 106 |
|
|
2015
Q2 | $855K | Sell |
50,264
-2,714
| -5% | -$46.2K | 0.2% | 102 |
|
|
2015
Q1 | $815K | Sell |
52,978
-43,227
| -45% | -$665K | 0.18% | 105 |
|
|
2014
Q4 | $1.72M | Sell |
96,205
-572
| -0.6% | -$10.2K | 0.4% | 52 |
|
|
2014
Q3 | $1.65M | Sell |
96,777
-1,764
| -2% | -$30.1K | 0.39% | 56 |
|
|
2014
Q2 | $1.52M | Buy |
98,541
+100
| +0.1% | +$1.54K | 0.36% | 63 |
|
|
2014
Q1 | $1.69M | Buy |
98,441
+3,566
| +4% | +$61.3K | 0.46% | 50 |
|
|
2013
Q4 | $1.48M | Buy |
94,875
+27,844
| +42% | +$433K | 0.45% | 51 |
|
|
2013
Q3 | $925K | Buy |
67,031
+1,369
| +2% | +$18.9K | 0.3% | 68 |
|
|
2013
Q2 | $844K | Buy |
+65,662
| New | +$844K | 0.29% | 70 |
|