Salomon & Ludwin’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 | $83.3K | Sell |
1,711
-5,249
| -75% | -$256K | 0.01% | 205 |
|
|
2025
Q1 | $290K | Sell |
6,960
-337
| -5% | -$14.1K | 0.03% | 131 |
|
|
2024
Q4 | $321K | Sell |
7,297
-62
| -0.8% | -$2.73K | 0.03% | 121 |
|
|
2024
Q3 | $292K | Sell |
7,359
-2,357
| -24% | -$93.5K | 0.03% | 132 |
|
|
2024
Q2 | $386K | Sell |
9,716
-3,033
| -24% | -$121K | 0.04% | 114 |
|
|
2024
Q1 | $483K | Sell |
12,749
-410
| -3% | -$15.5K | 0.04% | 126 |
|
|
2023
Q4 | $360K | Hold |
13,159
| – | – | 0.04% | 133 |
|
|
2023
Q3 | $360K | Sell |
13,159
-889
| -6% | -$24.3K | 0.04% | 133 |
|
|
2023
Q2 | $403K | Sell |
14,048
-28
| -0.2% | -$803 | 0.04% | 127 |
|
|
2023
Q1 | $403K | Sell |
14,076
-96
| -0.7% | -$2.75K | 0.05% | 122 |
|
|
2022
Q4 | $469K | Buy |
+14,172
| New | +$469K | 0.06% | 110 |
|
|
2022
Q2 | – | Sell |
-6,166
| Closed | -$254K | – | 124 |
|
|
2022
Q1 | $254K | Buy |
6,166
+1,497
| +32% | +$61.7K | 0.04% | 105 |
|
|
2021
Q4 | $208K | Buy |
+4,669
| New | +$208K | 0.03% | 108 |
|
|
2020
Q2 | – | Sell |
-1,489
| Closed | -$32K | – | 75 |
|
|
2020
Q1 | $32K | Hold |
1,489
| – | – | 0.01% | 112 |
|
|
2019
Q4 | $52K | Hold |
1,489
| – | – | 0.01% | 108 |
|
|
2019
Q3 | $43K | Hold |
1,489
| – | – | 0.01% | 96 |
|
|
2019
Q2 | $43K | Buy |
1,489
+814
| +121% | +$23.5K | 0.01% | 93 |
|
|
2019
Q1 | $19K | Buy |
675
+186
| +38% | +$5.24K | ﹤0.01% | 126 |
|
|
2018
Q4 | $12K | Buy |
+489
| New | +$12K | ﹤0.01% | 141 |
|