Stephens Consulting’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$47.2K Sell
997
-1,069
-52% -$50.6K 0.01% 198
2025
Q1
$86.2K Sell
2,066
-18
-0.9% -$751 0.02% 146
2024
Q4
$91.6K Buy
2,084
+297
+17% +$13.1K 0.02% 148
2024
Q3
$70.9K Hold
1,787
0.02% 157
2024
Q2
$71.1K Buy
1,787
+2
+0.1% +$80 0.02% 154
2024
Q1
$67.7K Hold
1,785
0.02% 152
2023
Q4
$60.1K Sell
1,785
-102
-5% -$3.43K 0.02% 159
2023
Q3
$51.7K Buy
1,887
+1
+0.1% +$27 0.02% 162
2023
Q2
$54.1K Sell
1,886
-117
-6% -$3.36K 0.02% 156
2023
Q1
$57.3K Buy
2,003
+100
+5% +$2.86K 0.03% 158
2022
Q4
$63K Hold
1,903
0.04% 149
2022
Q3
$57.5K Hold
1,903
0.05% 161
2022
Q2
$59.2K Buy
1,903
+350
+23% +$10.9K 0.05% 155
2022
Q1
$64K Sell
1,553
-144
-8% -$5.94K 0.05% 162
2021
Q4
$75.5K Buy
+1,697
New +$75.5K 0.06% 159