Soltis Investment 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 | $1.09M | Buy |
22,940
+2,834
| +14% | +$134K | 0.09% | 167 |
|
|
2025
Q1 | $839K | Buy |
20,106
+989
| +5% | +$41.3K | 0.08% | 182 |
|
|
2024
Q4 | $840K | Buy |
19,117
+1,035
| +6% | +$45.5K | 0.08% | 180 |
|
|
2024
Q3 | $718K | Sell |
18,082
-16
| -0.1% | -$635 | 0.07% | 184 |
|
|
2024
Q2 | $720K | Buy |
18,098
+1,367
| +8% | +$54.4K | 0.08% | 172 |
|
|
2024
Q1 | $634K | Buy |
16,731
+439
| +3% | +$16.6K | 0.07% | 179 |
|
|
2023
Q4 | $549K | Sell |
16,292
-111
| -0.7% | -$3.74K | 0.06% | 177 |
|
|
2023
Q3 | $449K | Sell |
16,403
-4,897
| -23% | -$134K | 0.06% | 180 |
|
|
2023
Q2 | $611K | Buy |
21,300
+1,393
| +7% | +$40K | 0.07% | 158 |
|
|
2023
Q1 | $569K | Sell |
19,907
-343
| -2% | -$9.81K | 0.07% | 162 |
|
|
2022
Q4 | $671K | Buy |
20,250
+3,458
| +21% | +$115K | 0.09% | 143 |
|
|
2022
Q3 | $507K | Buy |
16,792
+1,596
| +11% | +$48.2K | 0.08% | 160 |
|
|
2022
Q2 | $473K | Buy |
15,196
+5,546
| +57% | +$173K | 0.07% | 164 |
|
|
2022
Q1 | $398K | Buy |
9,650
+2,257
| +31% | +$93.1K | 0.06% | 180 |
|
|
2021
Q4 | $329K | Buy |
7,393
+403
| +6% | +$17.9K | 0.05% | 197 |
|
|
2021
Q3 | $297K | Sell |
6,990
-293
| -4% | -$12.4K | 0.05% | 193 |
|
|
2021
Q2 | $300K | Sell |
7,283
-3,604
| -33% | -$148K | 0.05% | 198 |
|
|
2021
Q1 | $421K | Sell |
10,887
-5,426
| -33% | -$210K | 0.08% | 161 |
|
|
2020
Q4 | $494K | Buy |
16,313
+244
| +2% | +$7.39K | 0.09% | 141 |
|
|
2020
Q3 | $387K | Buy |
+16,069
| New | +$387K | 0.09% | 145 |
|