Steward Partners Investment Advisory’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 | $33.5M | Sell |
708,487
-9,315
| -1% | -$441K | 0.26% | 77 |
|
|
2025
Q1 | $30M | Buy |
717,802
+212,161
| +42% | +$8.85M | 0.26% | 78 |
|
|
2024
Q4 | $22.2M | Sell |
505,641
-29,774
| -6% | -$1.31M | 0.2% | 100 |
|
|
2024
Q3 | $21.2M | Sell |
535,415
-32,490
| -6% | -$1.29M | 0.2% | 110 |
|
|
2024
Q2 | $22.6M | Buy |
567,905
+27,813
| +5% | +$1.11M | 0.24% | 90 |
|
|
2024
Q1 | $20.5M | Buy |
540,092
+69,129
| +15% | +$2.62M | 0.23% | 87 |
|
|
2023
Q4 | $15.9M | Sell |
470,963
-10,687
| -2% | -$360K | 0.21% | 98 |
|
|
2023
Q3 | $13.2M | Sell |
481,650
-1,162
| -0.2% | -$31.8K | 0.2% | 110 |
|
|
2023
Q2 | $13.9M | Sell |
482,812
-30,961
| -6% | -$888K | 0.21% | 104 |
|
|
2023
Q1 | $14.7M | Buy |
513,773
+10,573
| +2% | +$302K | 0.24% | 96 |
|
|
2022
Q4 | $16.7M | Buy |
503,200
+22,555
| +5% | +$747K | 0.28% | 85 |
|
|
2022
Q3 | $14.5M | Sell |
480,645
-98,245
| -17% | -$2.97M | 0.27% | 82 |
|
|
2022
Q2 | $18M | Buy |
578,890
+58,966
| +11% | +$1.84M | 0.33% | 69 |
|
|
2022
Q1 | $21.4M | Buy |
519,924
+25,219
| +5% | +$1.04M | 0.33% | 65 |
|
|
2021
Q4 | $22M | Buy |
494,705
+26,197
| +6% | +$1.17M | 0.33% | 63 |
|
|
2021
Q3 | $19.9M | Buy |
468,508
+11,649
| +3% | +$494K | 0.34% | 61 |
|
|
2021
Q2 | $18.8M | Sell |
456,859
-29,049
| -6% | -$1.2M | 0.32% | 65 |
|
|
2021
Q1 | $18.8M | Buy |
485,908
+84,528
| +21% | +$3.27M | 0.33% | 64 |
|
|
2020
Q4 | $12.2M | Buy |
401,380
+2,492
| +0.6% | +$75.5K | 0.26% | 95 |
|
|
2020
Q3 | $9.61M | Buy |
398,888
+44,041
| +12% | +$1.06M | 0.24% | 106 |
|
|
2020
Q2 | $8.43M | Sell |
354,847
-52,905
| -13% | -$1.26M | 0.24% | 111 |
|
|
2020
Q1 | $8.66M | Sell |
407,752
-43,350
| -10% | -$920K | 0.32% | 79 |
|
|
2019
Q4 | $15.9M | Sell |
451,102
-2,249
| -0.5% | -$79.2K | 0.47% | 50 |
|
|
2019
Q3 | $13.2M | Sell |
453,351
-3,048
| -0.7% | -$88.9K | 0.45% | 54 |
|
|
2019
Q2 | $13.2M | Buy |
456,399
+13,119
| +3% | +$380K | 0.49% | 50 |
|
|
2019
Q1 | $12.2M | Sell |
443,280
-3,007
| -0.7% | -$83K | 0.52% | 46 |
|
|
2018
Q4 | $11M | Buy |
446,287
+92,498
| +26% | +$2.28M | 0.54% | 42 |
|
|
2018
Q3 | $10.4M | Buy |
353,789
+20,904
| +6% | +$616K | 0.5% | 43 |
|
|
2018
Q2 | $9.38M | Buy |
332,885
+30,802
| +10% | +$868K | 0.56% | 29 |
|
|
2018
Q1 | $9.06M | Buy |
302,083
+20,826
| +7% | +$625K | 0.62% | 27 |
|
|
2017
Q4 | $8.3M | Buy |
281,257
+26,662
| +10% | +$787K | 0.63% | 29 |
|
|
2017
Q3 | $6.45M | Sell |
254,595
-21,564
| -8% | -$546K | 0.66% | 32 |
|
|
2017
Q2 | $6.7M | Buy |
276,159
+27,769
| +11% | +$674K | 0.75% | 29 |
|
|
2017
Q1 | $5.86M | Buy |
248,390
+209,284
| +535% | +$4.94M | 0.89% | 28 |
|
|
2016
Q4 | $864K | Buy |
+39,106
| New | +$864K | 0.4% | 53 |
|