SS&H 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 | $3.19M | Sell |
67,508
-1,025
| -1% | -$48.5K | 1.07% | 26 |
|
|
2025
Q1 | $2.86M | Sell |
68,533
-1,025
| -1% | -$42.8K | 1.07% | 26 |
|
|
2024
Q4 | $3.06M | Sell |
69,558
-250
| -0.4% | -$11K | 1.11% | 19 |
|
|
2024
Q3 | $2.77M | Hold |
69,808
| – | – | 1.01% | 27 |
|
|
2024
Q2 | $2.78M | Hold |
69,808
| – | – | 1.08% | 23 |
|
|
2024
Q1 | $2.65M | Hold |
69,808
| – | – | 1.1% | 24 |
|
|
2023
Q4 | $2.35M | Sell |
69,808
-1,500
| -2% | -$50.5K | 1% | 30 |
|
|
2023
Q3 | $1.95M | Buy |
+71,308
| New | +$1.95M | 0.91% | 30 |
|
|
2023
Q1 | $1.91M | Buy |
66,633
+2,400
| +4% | +$68.6K | 0.87% | 33 |
|
|
2022
Q4 | $2.13M | Hold |
64,233
| – | – | 1.01% | 29 |
|
|
2022
Q3 | $1.94M | Sell |
64,233
-1,000
| -2% | -$30.2K | 1% | 27 |
|
|
2022
Q2 | $2.03M | Buy |
65,233
+1,958
| +3% | +$61K | 0.94% | 29 |
|
|
2022
Q1 | $2.61M | Buy |
+63,275
| New | +$2.61M | 1.02% | 27 |
|