Sequoia 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 | $38.5M | Buy |
813,224
+65,784
| +9% | +$3.11M | 0.26% | 79 |
|
|
2025
Q1 | $31.2M | Buy |
747,440
+103,205
| +16% | +$4.31M | 0.24% | 87 |
|
|
2024
Q4 | $28.3M | Buy |
644,235
+31,357
| +5% | +$1.38M | 0.27% | 83 |
|
|
2024
Q3 | $24.3M | Buy |
612,878
+75,908
| +14% | +$3.01M | 0.26% | 87 |
|
|
2024
Q2 | $21.4M | Buy |
536,970
+65,921
| +14% | +$2.62M | 0.26% | 90 |
|
|
2024
Q1 | $17.9M | Sell |
471,049
-42,401
| -8% | -$1.61M | 0.22% | 95 |
|
|
2023
Q4 | $17.3M | Buy |
513,450
+379,378
| +283% | +$12.8M | 0.21% | 97 |
|
|
2023
Q3 | $3.67M | Sell |
134,072
-4,977
| -4% | -$136K | 0.06% | 175 |
|
|
2023
Q2 | $3.99M | Buy |
139,049
+58,336
| +72% | +$1.67M | 0.07% | 175 |
|
|
2023
Q1 | $2.31M | Buy |
80,713
+361
| +0.4% | +$10.3K | 0.05% | 203 |
|
|
2022
Q4 | $2.66M | Buy |
80,352
+24,682
| +44% | +$817K | 0.07% | 175 |
|
|
2022
Q3 | $1.68M | Sell |
55,670
-8,567
| -13% | -$259K | 0.05% | 166 |
|
|
2022
Q2 | $2M | Buy |
64,237
+2,995
| +5% | +$93.2K | 0.06% | 174 |
|
|
2022
Q1 | $2.52M | Buy |
61,242
+9,027
| +17% | +$372K | 0.06% | 167 |
|
|
2021
Q4 | $2.32M | Buy |
52,215
+24,818
| +91% | +$1.1M | 0.06% | 170 |
|
|
2021
Q3 | $1.16M | Sell |
27,397
-23,326
| -46% | -$990K | 0.12% | 96 |
|
|
2021
Q2 | $2.09M | Buy |
50,723
+2,365
| +5% | +$97.5K | 0.08% | 151 |
|
|
2021
Q1 | $1.87M | Sell |
48,358
-821
| -2% | -$31.8K | 0.08% | 138 |
|
|
2020
Q4 | $1.49M | Sell |
49,179
-2,397
| -5% | -$72.7K | 0.07% | 146 |
|
|
2020
Q3 | $1.24M | Sell |
51,576
-648
| -1% | -$15.6K | 0.07% | 149 |
|
|
2020
Q2 | $1.24M | Buy |
52,224
+3,012
| +6% | +$71.5K | 0.07% | 130 |
|
|
2020
Q1 | $1.05M | Sell |
49,212
-70,138
| -59% | -$1.49M | 0.08% | 115 |
|
|
2019
Q4 | $4.2M | Sell |
119,350
-4,758
| -4% | -$168K | 0.27% | 55 |
|
|
2019
Q3 | $3.62M | Sell |
124,108
-3,875
| -3% | -$113K | 0.26% | 56 |
|
|
2019
Q2 | $3.71M | Buy |
127,983
+82,492
| +181% | +$2.39M | 0.28% | 58 |
|
|
2019
Q1 | $1.26M | Buy |
45,491
+9,046
| +25% | +$250K | 0.1% | 106 |
|
|
2018
Q4 | $898K | Buy |
36,445
+49
| +0.1% | +$1.21K | 0.1% | 107 |
|
|
2018
Q3 | $1.07M | Sell |
36,396
-6,360
| -15% | -$187K | 0.11% | 111 |
|
|
2018
Q2 | $1.21M | Buy |
42,756
+780
| +2% | +$22K | 0.13% | 97 |
|
|
2018
Q1 | $1.26M | Buy |
41,976
+675
| +2% | +$20.2K | 0.13% | 98 |
|
|
2017
Q4 | $1.22M | Buy |
41,301
+1,331
| +3% | +$39.3K | 0.13% | 102 |
|
|
2017
Q3 | $1.01M | Buy |
39,970
+7,166
| +22% | +$182K | 0.12% | 105 |
|
|
2017
Q2 | $796K | Sell |
32,804
-1,350
| -4% | -$32.8K | 0.1% | 123 |
|
|
2017
Q1 | $806K | Sell |
34,154
-112
| -0.3% | -$2.64K | 0.1% | 116 |
|
|
2016
Q4 | $757K | Buy |
34,266
+615
| +2% | +$13.6K | 0.11% | 117 |
|
|
2016
Q3 | $527K | Buy |
33,651
+2,267
| +7% | +$35.5K | 0.1% | 114 |
|
|
2016
Q2 | $416K | Buy |
31,384
+111
| +0.4% | +$1.47K | 0.12% | 130 |
|
|
2016
Q1 | $423K | Buy |
+31,273
| New | +$423K | 0.14% | 104 |
|
|
2014
Q2 | – | Sell |
-12,760
| Closed | -$219K | – | 159 |
|
|
2014
Q1 | $219K | Buy |
+12,760
| New | +$219K | 0.18% | 139 |
|