Spire Wealth Management’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 | $2.43M | Sell |
51,409
-22,410
| -30% | -$1.06M | 0.09% | 193 |
|
|
2025
Q1 | $3.08M | Buy |
73,819
+3,371
| +5% | +$141K | 0.1% | 193 |
|
|
2024
Q4 | $3.1M | Buy |
70,448
+1,593
| +2% | +$70K | 0.1% | 181 |
|
|
2024
Q3 | $2.73M | Buy |
68,855
+168
| +0.2% | +$6.67K | 0.09% | 181 |
|
|
2024
Q2 | $2.73M | Sell |
68,687
-12,767
| -16% | -$508K | 0.1% | 186 |
|
|
2024
Q1 | $3.09M | Buy |
81,454
+6,567
| +9% | +$249K | 0.06% | 197 |
|
|
2023
Q4 | $2.41M | Sell |
74,887
-5,397
| -7% | -$174K | 0.08% | 206 |
|
|
2023
Q3 | $2.2M | Buy |
80,284
+481
| +0.6% | +$13.2K | 0.08% | 208 |
|
|
2023
Q2 | $2.29M | Sell |
79,803
-8,175
| -9% | -$235K | 0.08% | 217 |
|
|
2023
Q1 | $2.52M | Buy |
87,978
+23,591
| +37% | +$675K | 0.1% | 205 |
|
|
2022
Q4 | $2.13M | Buy |
64,387
+14,024
| +28% | +$465K | 0.12% | 149 |
|
|
2022
Q3 | $1.52M | Sell |
50,363
-52,889
| -51% | -$1.6M | 0.09% | 156 |
|
|
2022
Q2 | $3.21M | Sell |
103,252
-22,288
| -18% | -$694K | 0.13% | 152 |
|
|
2022
Q1 | $5.18M | Sell |
125,540
-300,734
| -71% | -$12.4M | 0.14% | 150 |
|
|
2021
Q4 | $19M | Buy |
426,274
+79,039
| +23% | +$3.52M | 0.42% | 55 |
|
|
2021
Q3 | $14.7M | Buy |
347,235
+20,835
| +6% | +$885K | 0.39% | 65 |
|
|
2021
Q2 | $13.5M | Sell |
326,400
-43,290
| -12% | -$1.79M | 0.36% | 70 |
|
|
2021
Q1 | $14.2M | Buy |
+369,690
| New | +$14.2M | 0.38% | 63 |
|