Retirement Planning Group (Kansas)’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 | $515K | Buy |
10,890
+3,535
| +48% | +$167K | 0.02% | 211 |
|
|
2025
Q1 | $307K | Sell |
7,355
-386
| -5% | -$16.1K | 0.01% | 252 |
|
|
2024
Q4 | $340K | Buy |
7,741
+69
| +0.9% | +$3.03K | 0.02% | 224 |
|
|
2024
Q3 | $304K | Buy |
7,672
+2,596
| +51% | +$103K | 0.02% | 227 |
|
|
2024
Q2 | $202K | Sell |
5,076
-855
| -14% | -$34K | 0.01% | 228 |
|
|
2024
Q1 | $225K | Buy |
+5,931
| New | +$225K | 0.02% | 205 |
|
|
2019
Q2 | – | Sell |
-9,740
| Closed | -$269K | – | 66 |
|
|
2019
Q1 | $269K | Sell |
9,740
-236
| -2% | -$6.52K | 0.06% | 58 |
|
|
2018
Q4 | $246K | Buy |
9,976
+417
| +4% | +$10.3K | 0.07% | 58 |
|
|
2018
Q3 | $282K | Buy |
9,559
+800
| +9% | +$23.6K | 0.07% | 43 |
|
|
2018
Q2 | $247K | Hold |
8,759
| – | – | 0.07% | 48 |
|
|
2018
Q1 | $263K | Buy |
8,759
+1
| +0% | +$30 | 0.07% | 46 |
|
|
2017
Q4 | $259K | Hold |
8,758
| – | – | 0.07% | 45 |
|
|
2017
Q3 | $222K | Sell |
8,758
-2,500
| -22% | -$63.4K | 0.06% | 46 |
|
|
2017
Q2 | $273K | Sell |
11,258
-58
| -0.5% | -$1.41K | 0.08% | 43 |
|
|
2017
Q1 | $267K | Buy |
11,316
+159
| +1% | +$3.75K | 0.08% | 45 |
|
|
2016
Q4 | $247K | Buy |
11,157
+125
| +1% | +$2.77K | 0.08% | 44 |
|
|
2016
Q3 | $173K | Hold |
11,032
| – | – | 0.06% | 51 |
|
|
2016
Q2 | $146K | Buy |
11,032
+1
| +0% | +$13 | 0.05% | 55 |
|
|
2016
Q1 | $149K | Sell |
11,031
-2,500
| -18% | -$33.8K | 0.05% | 56 |
|
|
2015
Q4 | $228K | Hold |
13,531
| – | – | 0.08% | 50 |
|
|
2015
Q3 | $211K | Buy |
13,531
+73
| +0.5% | +$1.14K | 0.09% | 52 |
|
|
2015
Q2 | $229K | Hold |
13,458
| – | – | 0.09% | 56 |
|
|
2015
Q1 | $207K | Sell |
13,458
-650
| -5% | -$10K | 0.08% | 60 |
|
|
2014
Q4 | $252K | Hold |
14,108
| – | – | 0.08% | 54 |
|
|
2014
Q3 | $241K | Sell |
14,108
-50
| -0.4% | -$854 | 0.08% | 59 |
|
|
2014
Q2 | $218K | Hold |
14,158
| – | – | 0.07% | 65 |
|
|
2014
Q1 | $244K | Hold |
14,158
| – | – | 0.08% | 61 |
|
|
2013
Q4 | $220K | Sell |
14,158
-7,263
| -34% | -$113K | 0.08% | 65 |
|
|
2013
Q3 | $296K | Buy |
21,421
+2
| +0% | +$28 | 0.11% | 66 |
|
|
2013
Q2 | $275K | Buy |
+21,419
| New | +$275K | 0.11% | 68 |
|