Sowell Financial Services’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 | $11.5M | Sell |
243,523
-1,210
| -0.5% | -$57.3K | 0.47% | 37 |
|
|
2025
Q1 | $10.2M | Sell |
244,733
-2,276
| -0.9% | -$95K | 0.46% | 40 |
|
|
2024
Q4 | $10.9M | Sell |
247,009
-3,922
| -2% | -$172K | 0.57% | 34 |
|
|
2024
Q3 | $9.96M | Sell |
250,931
-29,245
| -10% | -$1.16M | 0.46% | 45 |
|
|
2024
Q2 | $11.1M | Buy |
280,176
+8,577
| +3% | +$341K | 0.53% | 38 |
|
|
2024
Q1 | $10.3M | Sell |
271,599
-18,513
| -6% | -$702K | 0.49% | 44 |
|
|
2023
Q4 | $9.77M | Sell |
290,112
-4,804
| -2% | -$162K | 0.53% | 38 |
|
|
2023
Q3 | $8.08M | Sell |
294,916
-4,432
| -1% | -$121K | 0.51% | 41 |
|
|
2023
Q2 | $8.59M | Buy |
299,348
+47,099
| +19% | +$1.35M | 0.48% | 43 |
|
|
2023
Q1 | $7.21M | Sell |
252,249
-47,063
| -16% | -$1.35M | 0.56% | 30 |
|
|
2022
Q4 | $9.91M | Buy |
+299,312
| New | +$9.91M | 0.64% | 27 |
|
|
2022
Q2 | – | Sell |
-65,107
| Closed | -$2.42M | – | 284 |
|
|
2022
Q1 | $2.42M | Sell |
65,107
-123,508
| -65% | -$4.59M | 0.42% | 45 |
|
|
2021
Q4 | $8.39M | Sell |
188,615
-65,241
| -26% | -$2.9M | 0.48% | 42 |
|
|
2021
Q3 | $10.8M | Buy |
253,856
+16,341
| +7% | +$694K | 0.73% | 26 |
|
|
2021
Q2 | $9.79M | Sell |
237,515
-158,085
| -40% | -$6.52M | 0.65% | 31 |
|
|
2021
Q1 | $16.6M | Buy |
395,600
+14,023
| +4% | +$589K | 0.58% | 34 |
|
|
2020
Q4 | $11.6M | Buy |
381,577
+12,918
| +4% | +$392K | 0.49% | 48 |
|
|
2020
Q3 | $8.88M | Buy |
368,659
+4,598
| +1% | +$111K | 0.44% | 50 |
|
|
2020
Q2 | $8.65M | Buy |
364,061
+6,317
| +2% | +$150K | 0.48% | 52 |
|
|
2020
Q1 | $7.6M | Buy |
357,744
+46,148
| +15% | +$980K | 0.56% | 32 |
|
|
2019
Q4 | $11M | Buy |
311,596
+3,692
| +1% | +$130K | 0.84% | 17 |
|
|
2019
Q3 | $8.98M | Buy |
+307,904
| New | +$8.98M | 0.74% | 25 |
|
|
2019
Q1 | $8.58M | Sell |
310,792
-87,191
| -22% | -$2.41M | 0.96% | 19 |
|
|
2018
Q4 | $9.81M | Buy |
397,983
+15,524
| +4% | +$383K | 1.39% | 11 |
|
|
2018
Q3 | $11.3M | Buy |
+382,459
| New | +$11.3M | 1.64% | 6 |
|