Riverview Trust Company’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 | – | Sell |
-3,165
| Closed | -$132K | – | 255 |
|
|
2025
Q1 | $132K | Sell |
3,165
-155
| -5% | -$6.47K | 0.13% | 129 |
|
|
2024
Q4 | $146K | Buy |
3,320
+35
| +1% | +$1.54K | 0.13% | 122 |
|
|
2024
Q3 | $130K | Buy |
3,285
+120
| +4% | +$4.76K | 0.11% | 136 |
|
|
2024
Q2 | $126K | Hold |
3,165
| – | – | 0.12% | 126 |
|
|
2024
Q1 | $120K | Buy |
+3,165
| New | +$120K | 0.09% | 146 |
|
|
2023
Q4 | – | Sell |
-2,950
| Closed | -$80.8K | – | 144 |
|
|
2023
Q3 | $80.8K | Buy |
2,950
+578
| +24% | +$15.8K | 0.07% | 182 |
|
|
2023
Q2 | $68.1K | Buy |
2,372
+291
| +14% | +$8.35K | 0.06% | 170 |
|
|
2023
Q1 | $59.5K | Sell |
2,081
-2,317
| -53% | -$66.3K | 0.05% | 188 |
|
|
2022
Q4 | $146K | Sell |
4,398
-2,893
| -40% | -$96K | 0.14% | 110 |
|
|
2022
Q3 | $220K | Buy |
7,291
+411
| +6% | +$12.4K | 0.21% | 80 |
|
|
2022
Q2 | $214K | Sell |
6,880
-1,552
| -18% | -$48.3K | 0.19% | 92 |
|
|
2022
Q1 | $348K | Buy |
8,432
+4,802
| +132% | +$198K | 0.26% | 65 |
|
|
2021
Q4 | $161 | Hold |
3,630
| – | – | 0.09% | 93 |
|
|
2021
Q3 | $154K | Hold |
3,630
| – | – | 0.16% | 93 |
|
|
2021
Q2 | $150K | Hold |
3,630
| – | – | 0.16% | 96 |
|
|
2021
Q1 | $140K | Hold |
3,630
| – | – | 0.16% | 94 |
|
|
2020
Q4 | $110K | Hold |
3,630
| – | – | 0.12% | 108 |
|
|
2020
Q3 | $87K | Sell |
3,630
-6,863
| -65% | -$164K | 0.1% | 119 |
|
|
2020
Q2 | $249K | Hold |
10,493
| – | – | 0.24% | 79 |
|
|
2020
Q1 | $223K | Sell |
10,493
-6,847
| -39% | -$146K | 0.21% | 77 |
|
|
2019
Q4 | $611K | Sell |
17,340
-75
| -0.4% | -$2.64K | 0.41% | 47 |
|
|
2019
Q3 | $508K | Sell |
17,415
-39
| -0.2% | -$1.14K | 0.35% | 55 |
|
|
2019
Q2 | $506K | Hold |
17,454
| – | – | 0.36% | 55 |
|
|
2019
Q1 | $482K | Hold |
17,454
| – | – | 0.36% | 58 |
|
|
2018
Q4 | $430K | Buy |
+17,454
| New | +$430K | 0.34% | 57 |
|