River Wealth 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 | $10.9M | Buy |
230,795
+13,540
| +6% | +$641K | 1.36% | 19 |
|
|
2025
Q1 | $9.07M | Buy |
217,255
+9,169
| +4% | +$383K | 1.26% | 18 |
|
|
2024
Q4 | $9.15M | Buy |
208,086
+17,232
| +9% | +$757K | 1.21% | 17 |
|
|
2024
Q3 | $7.57M | Buy |
190,854
+4,239
| +2% | +$168K | 1.01% | 24 |
|
|
2024
Q2 | $7.42M | Buy |
186,615
+3,175
| +2% | +$126K | 1.06% | 23 |
|
|
2024
Q1 | $6.96M | Buy |
183,440
+3,692
| +2% | +$140K | 1.01% | 28 |
|
|
2023
Q4 | $6.05M | Buy |
179,748
+1,077
| +0.6% | +$36.3K | 0.97% | 26 |
|
|
2023
Q3 | $4.89M | Buy |
178,671
+8,351
| +5% | +$229K | 0.88% | 32 |
|
|
2023
Q2 | $4.89M | Buy |
170,320
+5,090
| +3% | +$146K | 0.83% | 29 |
|
|
2023
Q1 | $4.73M | Buy |
165,230
+8,881
| +6% | +$254K | 0.86% | 27 |
|
|
2022
Q4 | $5.18M | Buy |
156,349
+3,252
| +2% | +$108K | 1% | 22 |
|
|
2022
Q3 | $4.62M | Sell |
153,097
-2,152
| -1% | -$65K | 1% | 24 |
|
|
2022
Q2 | $4.83M | Buy |
155,249
+6,208
| +4% | +$193K | 0.89% | 27 |
|
|
2022
Q1 | $6.14M | Buy |
149,041
+6,150
| +4% | +$254K | 0.98% | 23 |
|
|
2021
Q4 | $6.36M | Buy |
142,891
+1,382
| +1% | +$61.5K | 0.99% | 26 |
|
|
2021
Q3 | $6.01M | Buy |
141,509
+3,691
| +3% | +$157K | 1.03% | 23 |
|
|
2021
Q2 | $5.68M | Buy |
137,818
+389
| +0.3% | +$16K | 0.99% | 24 |
|
|
2021
Q1 | $5.32M | Buy |
137,429
+2,631
| +2% | +$102K | 1% | 24 |
|
|
2020
Q4 | $4.09M | Buy |
134,798
+9,845
| +8% | +$298K | 0.88% | 27 |
|
|
2020
Q3 | $3.01M | Buy |
124,953
+5,070
| +4% | +$122K | 0.79% | 33 |
|
|
2020
Q2 | $2.85M | Buy |
119,883
+8,073
| +7% | +$192K | 0.86% | 31 |
|
|
2020
Q1 | $2.37M | Buy |
111,810
+4,857
| +5% | +$103K | 0.95% | 28 |
|
|
2019
Q4 | $3.77M | Buy |
106,953
+1,925
| +2% | +$67.8K | 1.27% | 21 |
|
|
2019
Q3 | $3.06M | Sell |
105,028
-3
| -0% | -$88 | 1.16% | 25 |
|
|
2019
Q2 | $3.05M | Buy |
105,031
+1,756
| +2% | +$50.9K | 1.19% | 24 |
|
|
2019
Q1 | $2.85M | Buy |
103,275
+1,870
| +2% | +$51.6K | 1.19% | 25 |
|
|
2018
Q4 | $2.5M | Sell |
101,405
-2,591
| -2% | -$63.9K | 1.11% | 25 |
|
|
2018
Q3 | $3.06M | Sell |
103,996
-2,589
| -2% | -$76.3K | 1.13% | 23 |
|
|
2018
Q2 | $3.01M | Buy |
106,585
+249
| +0.2% | +$7.02K | 1.17% | 21 |
|
|
2018
Q1 | $3.19M | Buy |
106,336
+2,234
| +2% | +$67K | 1.34% | 17 |
|
|
2017
Q4 | $3.07M | Buy |
104,102
+1,872
| +2% | +$55.3K | 1.28% | 20 |
|
|
2017
Q3 | $2.59M | Sell |
102,230
-740
| -0.7% | -$18.8K | 1.17% | 28 |
|
|
2017
Q2 | $2.5M | Buy |
102,970
+2,348
| +2% | +$57K | 1.16% | 26 |
|
|
2017
Q1 | $2.37M | Buy |
100,622
+1,289
| +1% | +$30.4K | 1.15% | 27 |
|
|
2016
Q4 | $2.2M | Buy |
99,333
+2,659
| +3% | +$58.8K | 1.11% | 26 |
|
|
2016
Q3 | $1.51M | Buy |
96,674
+3,611
| +4% | +$56.5K | 0.84% | 43 |
|
|
2016
Q2 | $1.24M | Buy |
93,063
+7,377
| +9% | +$97.9K | 0.71% | 54 |
|
|
2016
Q1 | $1.16M | Buy |
85,686
+11,986
| +16% | +$162K | 0.69% | 53 |
|
|
2015
Q4 | $1.24M | Sell |
73,700
-996
| -1% | -$16.8K | 0.79% | 43 |
|
|
2015
Q3 | $1.16M | Buy |
74,696
+2,915
| +4% | +$45.4K | 0.8% | 43 |
|
|
2015
Q2 | $1.22M | Buy |
71,781
+3
| +0% | +$51 | 0.78% | 50 |
|
|
2015
Q1 | $1.11M | Buy |
+71,778
| New | +$1.11M | 0.68% | 55 |
|