Resonant Capital 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 | $1.15M | Buy |
24,276
+6,384
| +36% | +$302K | 0.07% | 149 |
|
|
2025
Q1 | $747K | Sell |
17,892
-588
| -3% | -$24.5K | 0.05% | 168 |
|
|
2024
Q4 | $812K | Buy |
18,480
+1,042
| +6% | +$45.8K | 0.06% | 161 |
|
|
2024
Q3 | $692K | Buy |
17,438
+478
| +3% | +$19K | 0.05% | 183 |
|
|
2024
Q2 | $674K | Buy |
16,960
+2,986
| +21% | +$119K | 0.05% | 173 |
|
|
2024
Q1 | $530K | Buy |
13,974
+4,051
| +41% | +$154K | 0.05% | 198 |
|
|
2023
Q4 | $334K | Buy |
9,923
+2,009
| +25% | +$67.6K | 0.03% | 222 |
|
|
2023
Q3 | $217K | Buy |
+7,914
| New | +$217K | 0.02% | 254 |
|
|
2023
Q1 | – | Sell |
-7,710
| Closed | -$255K | – | 253 |
|
|
2022
Q4 | $255K | Sell |
7,710
-1,443
| -16% | -$47.8K | 0.03% | 230 |
|
|
2022
Q3 | $276K | Buy |
9,153
+1,507
| +20% | +$45.4K | 0.04% | 193 |
|
|
2022
Q2 | $238K | Buy |
7,646
+1,570
| +26% | +$48.9K | 0.04% | 213 |
|
|
2022
Q1 | $249K | Buy |
6,076
+949
| +19% | +$38.9K | 0.04% | 192 |
|
|
2021
Q4 | $228K | Buy |
+5,127
| New | +$228K | 0.03% | 192 |
|
|
2020
Q1 | – | Sell |
-9,441
| Closed | -$333K | – | 191 |
|
|
2019
Q4 | $333K | Buy |
+9,441
| New | +$333K | 0.11% | 168 |
|