Souders 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 | $1.07M | Sell |
22,616
-4,801
| -18% | -$227K | 0.14% | 82 |
|
|
2025
Q1 | $1.14M | Sell |
27,417
-7,253
| -21% | -$303K | 0.16% | 87 |
|
|
2024
Q4 | $1.52M | Sell |
34,670
-5,123
| -13% | -$225K | 0.21% | 82 |
|
|
2024
Q3 | $1.58M | Sell |
39,793
-328
| -0.8% | -$13K | 0.22% | 76 |
|
|
2024
Q2 | $1.6M | Buy |
40,121
+60
| +0.1% | +$2.39K | 0.24% | 71 |
|
|
2024
Q1 | $1.52M | Sell |
40,061
-17,299
| -30% | -$656K | 0.24% | 76 |
|
|
2023
Q4 | $1.93M | Buy |
57,360
+193
| +0.3% | +$6.5K | 0.33% | 68 |
|
|
2023
Q3 | $1.57M | Sell |
57,167
-981
| -2% | -$26.9K | 0.3% | 71 |
|
|
2023
Q2 | $1.67M | Buy |
58,148
+3,193
| +6% | +$91.6K | 0.32% | 70 |
|
|
2023
Q1 | $1.57M | Buy |
54,955
+2,544
| +5% | +$72.8K | 0.33% | 72 |
|
|
2022
Q4 | $1.74M | Sell |
52,411
-4,048
| -7% | -$134K | 0.4% | 69 |
|
|
2022
Q3 | $1.71M | Sell |
56,459
-2,519
| -4% | -$76.1K | 0.46% | 64 |
|
|
2022
Q2 | $1.84M | Buy |
58,978
+2,894
| +5% | +$90.1K | 0.53% | 56 |
|
|
2022
Q1 | $2.31M | Buy |
56,084
+409
| +0.7% | +$16.9K | 0.67% | 48 |
|
|
2021
Q4 | $2.48M | Sell |
55,675
-8,570
| -13% | -$381K | 0.71% | 48 |
|
|
2021
Q3 | $2.73M | Buy |
64,245
+929
| +1% | +$39.4K | 0.88% | 39 |
|
|
2021
Q2 | $2.61M | Sell |
63,316
-1,547
| -2% | -$63.8K | 0.88% | 39 |
|
|
2021
Q1 | $2.51M | Buy |
64,863
+2,274
| +4% | +$88K | 0.98% | 33 |
|
|
2020
Q4 | $1.9M | Buy |
62,589
+2,235
| +4% | +$67.7K | 0.83% | 41 |
|
|
2020
Q3 | $1.67M | Buy |
60,354
+3,166
| +6% | +$87.6K | 0.79% | 41 |
|
|
2020
Q2 | $1.36M | Buy |
57,188
+16,197
| +40% | +$385K | 0.78% | 41 |
|
|
2020
Q1 | $870K | Buy |
+40,991
| New | +$870K | 0.77% | 34 |
|