Samalin Investment Counsel’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 | $1.32M | Buy |
27,883
+766
| +3% | +$36.2K | 0.51% | 45 |
|
|
2025
Q1 | $1.13M | Sell |
27,117
-152
| -0.6% | -$6.34K | 0.46% | 53 |
|
|
2024
Q4 | $1.2M | Buy |
27,269
+16
| +0.1% | +$703 | 0.51% | 43 |
|
|
2024
Q3 | $1.08M | Sell |
27,253
-382
| -1% | -$15.2K | 0.47% | 50 |
|
|
2024
Q2 | $1.1M | Buy |
27,635
+110
| +0.4% | +$4.38K | 0.51% | 48 |
|
|
2024
Q1 | $1.04M | Sell |
27,525
-307
| -1% | -$11.6K | 0.5% | 49 |
|
|
2023
Q4 | $937K | Sell |
27,832
-1,407
| -5% | -$47.4K | 0.47% | 51 |
|
|
2023
Q3 | $801K | Buy |
29,239
+811
| +3% | +$22.2K | 0.46% | 61 |
|
|
2023
Q2 | $816K | Sell |
28,428
-5,836
| -17% | -$167K | 0.44% | 61 |
|
|
2023
Q1 | $980K | Buy |
34,264
+5,463
| +19% | +$156K | 0.59% | 46 |
|
|
2022
Q4 | $954K | Sell |
28,801
-1,816
| -6% | -$60.1K | 0.6% | 43 |
|
|
2022
Q3 | $925K | Sell |
30,617
-475
| -2% | -$14.4K | 0.68% | 40 |
|
|
2022
Q2 | $968K | Sell |
31,092
-2,077
| -6% | -$64.7K | 0.68% | 38 |
|
|
2022
Q1 | $1.37M | Sell |
33,169
-231
| -0.7% | -$9.52K | 0.83% | 31 |
|
|
2021
Q4 | $1.49M | Sell |
33,400
-1,308
| -4% | -$58.2K | 0.89% | 22 |
|
|
2021
Q3 | $1.47M | Sell |
34,708
-494
| -1% | -$21K | 0.96% | 20 |
|
|
2021
Q2 | $1.45M | Sell |
35,202
-1,857
| -5% | -$76.5K | 0.94% | 20 |
|
|
2021
Q1 | $1.43M | Buy |
37,059
+857
| +2% | +$33.1K | 0.96% | 20 |
|
|
2020
Q4 | $1.1M | Sell |
36,202
-8,559
| -19% | -$259K | 0.82% | 25 |
|
|
2020
Q3 | $1.08M | Buy |
44,761
+3,860
| +9% | +$93K | 0.96% | 22 |
|
|
2020
Q2 | $971K | Sell |
40,901
-8,960
| -18% | -$213K | 1.02% | 22 |
|
|
2020
Q1 | $1.06M | Buy |
49,861
+8,731
| +21% | +$185K | 1.42% | 14 |
|
|
2019
Q4 | $1.45M | Buy |
+41,130
| New | +$1.45M | 1.22% | 13 |
|