RSS
Rosenblum Silverman Sutton’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
46,472
-290
| -0.6% | -$13.7K | 0.53% | 38 |
|
|
2025
Q1 | $1.95M | Sell |
46,762
-4,981
| -10% | -$208K | 0.54% | 40 |
|
|
2024
Q4 | $2.27M | Sell |
51,743
-750
| -1% | -$33K | 0.57% | 40 |
|
|
2024
Q3 | $2.08M | Sell |
52,493
-14,300
| -21% | -$567K | 0.53% | 38 |
|
|
2024
Q2 | $2.66M | Hold |
66,793
| – | – | 0.71% | 34 |
|
|
2024
Q1 | $2.53M | Sell |
66,793
-100
| -0.1% | -$3.79K | 0.72% | 36 |
|
|
2023
Q4 | $2.25M | Sell |
66,893
-5,014
| -7% | -$169K | 0.72% | 37 |
|
|
2023
Q3 | $1.97M | Sell |
71,907
-450
| -0.6% | -$12.3K | 0.67% | 41 |
|
|
2023
Q2 | $2.08M | Hold |
72,357
| – | – | 0.69% | 40 |
|
|
2023
Q1 | $2.07M | Sell |
72,357
-13,000
| -15% | -$372K | 0.75% | 38 |
|
|
2022
Q4 | $2.83M | Sell |
85,357
-355
| -0.4% | -$11.8K | 1.03% | 35 |
|
|
2022
Q3 | $2.59M | Sell |
85,712
-6,000
| -7% | -$181K | 0.94% | 38 |
|
|
2022
Q2 | $2.86M | Buy |
91,712
+2,264
| +3% | +$70.5K | 0.93% | 38 |
|
|
2022
Q1 | $3.69M | Sell |
89,448
-300
| -0.3% | -$12.4K | 0.94% | 37 |
|
|
2021
Q4 | $3.99M | Sell |
89,748
-600
| -0.7% | -$26.7K | 0.9% | 38 |
|
|
2021
Q3 | $3.84M | Hold |
90,348
| – | – | 0.88% | 37 |
|
|
2021
Q2 | $3.73M | Hold |
90,348
| – | – | 0.84% | 38 |
|
|
2021
Q1 | $3.5M | Sell |
90,348
-230
| -0.3% | -$8.9K | 0.9% | 36 |
|
|
2020
Q4 | $2.75M | Sell |
90,578
-300
| -0.3% | -$9.09K | 0.72% | 36 |
|
|
2020
Q3 | $2.19M | Hold |
90,878
| – | – | 0.61% | 37 |
|
|
2020
Q2 | $2.16M | Hold |
90,878
| – | – | 0.69% | 36 |
|
|
2020
Q1 | $1.93M | Sell |
90,878
-1,441
| -2% | -$30.6K | 0.77% | 35 |
|
|
2019
Q4 | $3.25M | Sell |
92,319
-2,320
| -2% | -$81.7K | 1.19% | 31 |
|
|
2019
Q3 | $2.76M | Buy |
94,639
+904
| +1% | +$26.4K | 1.06% | 33 |
|
|
2019
Q2 | $2.72M | Sell |
93,735
-3,623
| -4% | -$105K | 1.03% | 32 |
|
|
2019
Q1 | $2.69M | Sell |
97,358
-8,370
| -8% | -$231K | 1.07% | 34 |
|
|
2018
Q4 | $2.61M | Sell |
105,728
-5,000
| -5% | -$123K | 1.19% | 31 |
|
|
2018
Q3 | $3.26M | Sell |
110,728
-14,080
| -11% | -$415K | 1.08% | 34 |
|
|
2018
Q2 | $3.52M | Sell |
124,808
-346
| -0.3% | -$9.75K | 1.22% | 32 |
|
|
2018
Q1 | $3.75M | Sell |
125,154
-3,431
| -3% | -$103K | 1.34% | 30 |
|
|
2017
Q4 | $3.8M | Buy |
128,585
+1,905
| +2% | +$56.2K | 1.36% | 27 |
|
|
2017
Q3 | $3.21M | Buy |
126,680
+5,723
| +5% | +$145K | 1.22% | 31 |
|
|
2017
Q2 | $2.93M | Buy |
120,957
+3
| +0% | +$73 | 1.17% | 35 |
|
|
2017
Q1 | $2.85M | Buy |
120,954
+503
| +0.4% | +$11.9K | 1.21% | 34 |
|
|
2016
Q4 | $2.66M | Buy |
120,451
+47,300
| +65% | +$1.05M | 1.26% | 31 |
|
|
2016
Q3 | $1.15M | Sell |
73,151
-1
| -0% | -$16 | 0.52% | 49 |
|
|
2016
Q2 | $971K | Buy |
+73,152
| New | +$971K | 0.47% | 49 |
|
|
2015
Q4 | $1.24M | Sell |
73,942
-9,447
| -11% | -$159K | 0.57% | 49 |
|
|
2015
Q3 | $1.3M | Sell |
83,389
-9,063
| -10% | -$141K | 0.62% | 49 |
|
|
2015
Q2 | $1.57M | Buy |
+92,452
| New | +$1.57M | 0.63% | 48 |
|
|
2014
Q4 | $1.72M | Buy |
96,296
+2
| +0% | +$36 | 0.74% | 43 |
|
|
2014
Q3 | $1.64M | Buy |
96,294
+704
| +0.7% | +$12K | 0.74% | 45 |
|
|
2014
Q2 | $1.47M | Hold |
95,590
| – | – | 0.69% | 47 |
|
|
2014
Q1 | $1.64M | Buy |
95,590
+3,800
| +4% | +$65.4K | 0.78% | 47 |
|
|
2013
Q4 | $1.43M | Sell |
91,790
-176
| -0.2% | -$2.74K | 0.68% | 48 |
|
|
2013
Q3 | $1.27M | Buy |
+91,966
| New | +$1.27M | 0.68% | 46 |
|