Sittner & Nelson’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 | $794K | Buy |
16,787
+937
| +6% | +$44.3K | 0.32% | 58 |
|
|
2025
Q1 | $661K | Sell |
15,850
-747
| -5% | -$31.2K | 0.28% | 61 |
|
|
2024
Q4 | $729K | Buy |
16,597
+4
| +0% | +$176 | 0.32% | 56 |
|
|
2024
Q3 | $658K | Buy |
16,593
+1,004
| +6% | +$39.8K | 0.29% | 58 |
|
|
2024
Q2 | $620K | Buy |
15,589
+3
| +0% | +$119 | 0.31% | 56 |
|
|
2024
Q1 | $591K | Hold |
15,586
| – | – | 0.3% | 59 |
|
|
2023
Q4 | $525K | Sell |
15,586
-557
| -3% | -$18.8K | 0.28% | 60 |
|
|
2023
Q3 | $442K | Sell |
16,143
-16
| -0.1% | -$438 | 0.25% | 67 |
|
|
2023
Q2 | $464K | Buy |
16,159
+2,538
| +19% | +$72.8K | 0.25% | 67 |
|
|
2023
Q1 | $390K | Buy |
13,621
+6
| +0% | +$172 | 0.22% | 76 |
|
|
2022
Q4 | $451K | Buy |
13,615
+11
| +0.1% | +$364 | 0.28% | 66 |
|
|
2022
Q3 | $411K | Sell |
13,604
-697
| -5% | -$21.1K | 0.28% | 61 |
|
|
2022
Q2 | $445K | Buy |
14,301
+2,544
| +22% | +$79.2K | 0.29% | 62 |
|
|
2022
Q1 | $485K | Sell |
11,757
-5
| -0% | -$206 | 0.28% | 58 |
|
|
2021
Q4 | $523K | Hold |
11,762
| – | – | 0.3% | 60 |
|
|
2021
Q3 | $499K | Hold |
11,762
| – | – | 0.32% | 58 |
|
|
2021
Q2 | $485K | Buy |
11,762
+1,250
| +12% | +$51.5K | 0.34% | 53 |
|
|
2021
Q1 | $407K | Buy |
10,512
+500
| +5% | +$19.4K | 0.3% | 61 |
|
|
2020
Q4 | $303K | Buy |
+10,012
| New | +$303K | 0.27% | 68 |
|