Semmax Financial 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 | $830K | Sell |
18,049
-160
| -0.9% | -$7.36K | 0.21% | 103 |
|
|
2025
Q1 | $761K | Buy |
18,209
+131
| +0.7% | +$5.47K | 0.21% | 103 |
|
|
2024
Q4 | $838K | Buy |
18,078
+250
| +1% | +$11.6K | 0.22% | 104 |
|
|
2024
Q3 | $818K | Sell |
17,828
-93
| -0.5% | -$4.27K | 0.22% | 99 |
|
|
2024
Q2 | $689K | Buy |
17,921
+1,694
| +10% | +$65.2K | 0.21% | 101 |
|
|
2024
Q1 | $620K | Buy |
16,227
+1,031
| +7% | +$39.4K | 0.2% | 94 |
|
|
2023
Q4 | $498K | Buy |
15,196
+624
| +4% | +$20.4K | 0.18% | 92 |
|
|
2023
Q3 | $404K | Buy |
+14,572
| New | +$404K | 0.16% | 87 |
|
|
2022
Q4 | $85K | Buy |
2,455
+392
| +19% | +$13.6K | 0.03% | 101 |
|
|
2022
Q3 | $76K | Buy |
2,063
+12
| +0.6% | +$442 | 0.03% | 102 |
|
|
2022
Q2 | $72K | Buy |
2,051
+11
| +0.5% | +$386 | 0.03% | 105 |
|
|
2022
Q1 | $84K | Buy |
2,040
+8
| +0.4% | +$329 | 0.03% | 116 |
|
|
2021
Q4 | $90K | Buy |
2,032
+8
| +0.4% | +$354 | 0.03% | 114 |
|
|
2021
Q3 | $86K | Buy |
2,024
+9
| +0.4% | +$382 | 0.03% | 111 |
|
|
2021
Q2 | $83K | Buy |
2,015
+8
| +0.4% | +$330 | 0.03% | 113 |
|
|
2021
Q1 | $78K | Buy |
2,007
+8
| +0.4% | +$311 | 0.03% | 113 |
|
|
2020
Q4 | $61K | Buy |
1,999
+10
| +0.5% | +$305 | 0.03% | 118 |
|
|
2020
Q3 | $48K | Buy |
1,989
+12
| +0.6% | +$290 | 0.02% | 114 |
|
|
2020
Q2 | $47K | Buy |
1,977
+12
| +0.6% | +$285 | 0.02% | 112 |
|
|
2020
Q1 | $42K | Buy |
1,965
+1,632
| +490% | +$34.9K | 0.03% | 115 |
|
|
2019
Q4 | $12K | Hold |
333
| – | – | 0.01% | 156 |
|
|
2019
Q3 | $10K | Sell |
333
-86
| -21% | -$2.58K | 0.01% | 175 |
|
|
2019
Q2 | $12K | Sell |
419
-661
| -61% | -$18.9K | 0.01% | 167 |
|
|
2019
Q1 | $30K | Sell |
1,080
-289
| -21% | -$8.03K | 0.02% | 224 |
|
|
2018
Q4 | $34K | Buy |
+1,369
| New | +$34K | 0.03% | 220 |
|