Scott Capital 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 | $310K | Buy |
6,617
+1,002
| +18% | +$46.9K | 0.08% | 41 |
|
|
2025
Q1 | $234K | Sell |
5,615
-259
| -4% | -$10.8K | 0.07% | 46 |
|
|
2024
Q4 | $265K | Buy |
5,874
+7
| +0.1% | +$315 | 0.08% | 44 |
|
|
2024
Q3 | $233K | Sell |
5,867
-226
| -4% | -$8.97K | 0.07% | 50 |
|
|
2024
Q2 | $252K | Buy |
6,093
+29
| +0.5% | +$1.2K | 0.07% | 45 |
|
|
2024
Q1 | $229K | Sell |
6,064
-136
| -2% | -$5.13K | 0.07% | 47 |
|
|
2023
Q4 | $209K | Buy |
+6,200
| New | +$209K | 0.07% | 50 |
|
|
2023
Q1 | – | Sell |
-6,382
| Closed | -$211K | – | 48 |
|
|
2022
Q4 | $211K | Buy |
+6,382
| New | +$211K | 0.12% | 40 |
|
|
2022
Q2 | – | Sell |
-6,407
| Closed | -$264K | – | 42 |
|
|
2022
Q1 | $264K | Buy |
6,407
+444
| +7% | +$18.3K | 0.16% | 40 |
|
|
2021
Q4 | $265K | Buy |
+5,963
| New | +$265K | 0.16% | 32 |
|