Stamos Capital Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
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|
2025
Q1 | $4.51M | Buy |
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|
2024
Q4 | $4.26M | Sell |
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|
2024
Q3 | $5.6M | Sell |
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|
2024
Q2 | $6.03M | Sell |
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|
2024
Q1 | $6.03M | Sell |
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|
2023
Q4 | $7.71M | Sell |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $13.7M | Buy |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $6.72M | Sell |
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|
2022
Q3 | $10.9M | Buy |
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|
2022
Q2 | $9.4M | Buy |
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|
2022
Q1 | $10M | Buy |
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|
2021
Q4 | $8.02M | Buy |
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|
2021
Q3 | $7.05M | Sell |
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|
2021
Q2 | $6.87M | Sell |
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|
2021
Q1 | $7.56M | Hold |
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|
2020
Q4 | $5.93M | Sell |
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|
2020
Q3 | $7.11M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.4M | Buy |
|