SkyOak Wealth’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 | $1.72M | Hold |
36,320
| – | – | 0.35% | 65 |
|
|
2025
Q1 | $1.52M | Sell |
36,320
-290
| -0.8% | -$12.1K | 0.33% | 63 |
|
|
2024
Q4 | $1.61M | Sell |
36,610
-3,525
| -9% | -$155K | 0.34% | 64 |
|
|
2024
Q3 | $1.59M | Sell |
40,135
-444
| -1% | -$17.6K | 0.35% | 64 |
|
|
2024
Q2 | $1.61M | Sell |
40,579
-517
| -1% | -$20.6K | 0.38% | 61 |
|
|
2024
Q1 | $1.56M | Sell |
41,096
-1,299
| -3% | -$49.3K | 0.37% | 61 |
|
|
2023
Q4 | $1.43M | Sell |
42,395
-2,160
| -5% | -$72.7K | 0.37% | 61 |
|
|
2023
Q3 | $1.22M | Buy |
44,555
+2,848
| +7% | +$78K | 0.36% | 62 |
|
|
2023
Q2 | $1.2M | Sell |
41,707
-5,202
| -11% | -$149K | 0.34% | 61 |
|
|
2023
Q1 | $1.34M | Sell |
46,909
-13,875
| -23% | -$397K | 0.41% | 60 |
|
|
2022
Q4 | $2.01M | Buy |
60,784
+333
| +0.6% | +$11K | 0.68% | 41 |
|
|
2022
Q3 | $1.83M | Sell |
60,451
-215
| -0.4% | -$6.49K | 0.65% | 44 |
|
|
2022
Q2 | $1.89M | Buy |
60,666
+1,776
| +3% | +$55.3K | 0.65% | 45 |
|
|
2022
Q1 | $2.43M | Sell |
58,890
-2,904
| -5% | -$120K | 0.67% | 42 |
|
|
2021
Q4 | $2.75M | Sell |
61,794
-201
| -0.3% | -$8.94K | 0.7% | 44 |
|
|
2021
Q3 | $2.63M | Sell |
61,995
-85
| -0.1% | -$3.61K | 0.71% | 38 |
|
|
2021
Q2 | $2.56M | Sell |
62,080
-1,835
| -3% | -$75.7K | 0.68% | 39 |
|
|
2021
Q1 | $2.56M | Sell |
63,915
-2,202
| -3% | -$88.2K | 0.71% | 39 |
|
|
2020
Q4 | $2M | Buy |
66,117
+1,215
| +2% | +$36.8K | 0.62% | 51 |
|
|
2020
Q3 | $1.56M | Sell |
64,902
-7,490
| -10% | -$180K | 0.56% | 57 |
|
|
2020
Q2 | $1.72M | Buy |
72,392
+55,843
| +337% | +$1.33M | 0.63% | 43 |
|
|
2020
Q1 | $351K | Buy |
16,549
+807
| +5% | +$17.1K | 0.18% | 138 |
|
|
2019
Q4 | $554K | Buy |
+15,742
| New | +$554K | 0.17% | 144 |
|