Retirement Planning Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $738K | Buy |
|
|||||
|
2025
Q2 | $515K | Buy |
|
|||||
|
2025
Q1 | $307K | Sell |
|
|||||
|
2024
Q4 | $340K | Buy |
|
|||||
|
2024
Q3 | $304K | Buy |
|
|||||
|
2024
Q2 | $202K | Sell |
|
|||||
|
2024
Q1 | $225K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $269K | Sell |
|
|||||
|
2018
Q4 | $246K | Buy |
|
|||||
|
2018
Q3 | $282K | Buy |
|
|||||
|
2018
Q2 | $247K | Hold |
|
|||||
|
2018
Q1 | $263K | Buy |
|
|||||
|
2017
Q4 | $259K | Hold |
|
|||||
|
2017
Q3 | $222K | Sell |
|
|||||
|
2017
Q2 | $273K | Sell |
|
|||||
|
2017
Q1 | $267K | Buy |
|
|||||
|
2016
Q4 | $247K | Buy |
|
|||||
|
2016
Q3 | $173K | Hold |
|
|||||
|
2016
Q2 | $146K | Buy |
|
|||||
|
2016
Q1 | $149K | Sell |
|
|||||
|
2015
Q4 | $228K | Hold |
|
|||||
|
2015
Q3 | $211K | Buy |
|
|||||
|
2015
Q2 | $229K | Hold |
|
|||||
|
2015
Q1 | $207K | Sell |
|
|||||
|
2014
Q4 | $252K | Hold |
|
|||||
|
2014
Q3 | $241K | Sell |
|
|||||
|
2014
Q2 | $218K | Hold |
|
|||||
|
2014
Q1 | $244K | Hold |
|
|||||
|
2013
Q4 | $220K | Sell |
|
|||||
|
2013
Q3 | $296K | Buy |
|
|||||
|
2013
Q2 | $275K | Buy |
|