Stifel Financial’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203M | Sell |
4,295,295
-108,544
| -2% | -$5.14M | 0.2% | 121 |
|
|
2025
Q1 | $184M | Buy |
4,403,839
+3,246
| +0.1% | +$135K | 0.2% | 117 |
|
|
2024
Q4 | $193M | Sell |
4,400,593
-50,224
| -1% | -$2.21M | 0.2% | 110 |
|
|
2024
Q3 | $177M | Buy |
4,450,817
+22,831
| +0.5% | +$906K | 0.19% | 123 |
|
|
2024
Q2 | $176M | Buy |
4,427,986
+3,453
| +0.1% | +$137K | 0.2% | 115 |
|
|
2024
Q1 | $168M | Sell |
4,424,533
-140,967
| -3% | -$5.35M | 0.19% | 121 |
|
|
2023
Q4 | $154M | Sell |
4,565,500
-151,386
| -3% | -$5.1M | 0.19% | 120 |
|
|
2023
Q3 | $129M | Sell |
4,716,886
-347,862
| -7% | -$9.52M | 0.18% | 126 |
|
|
2023
Q2 | $145M | Sell |
5,064,748
-385,030
| -7% | -$11M | 0.2% | 118 |
|
|
2023
Q1 | $156M | Sell |
5,449,778
-549,076
| -9% | -$15.7M | 0.22% | 109 |
|
|
2022
Q4 | $199M | Sell |
5,998,854
-453,598
| -7% | -$15M | 0.3% | 78 |
|
|
2022
Q3 | $195M | Sell |
6,452,452
-241,173
| -4% | -$7.28M | 0.32% | 74 |
|
|
2022
Q2 | $208M | Sell |
6,693,625
-129,450
| -2% | -$4.03M | 0.33% | 74 |
|
|
2022
Q1 | $281M | Sell |
6,823,075
-151,903
| -2% | -$6.26M | 0.38% | 61 |
|
|
2021
Q4 | $310M | Buy |
6,974,978
+236,791
| +4% | +$10.5M | 0.41% | 56 |
|
|
2021
Q3 | $286M | Buy |
6,738,187
+57,951
| +0.9% | +$2.46M | 0.42% | 58 |
|
|
2021
Q2 | $275M | Buy |
6,680,236
+123,355
| +2% | +$5.09M | 0.41% | 59 |
|
|
2021
Q1 | $254M | Buy |
6,556,881
+1,716,339
| +35% | +$66.4M | 0.42% | 59 |
|
|
2020
Q4 | $147M | Buy |
4,840,542
+315,008
| +7% | +$9.55M | 0.26% | 94 |
|
|
2020
Q3 | $109M | Buy |
4,525,534
+245,506
| +6% | +$5.91M | 0.22% | 107 |
|
|
2020
Q2 | $102M | Buy |
4,280,028
+395,819
| +10% | +$9.4M | 0.23% | 108 |
|
|
2020
Q1 | $82.4M | Sell |
3,884,209
-1,093,914
| -22% | -$23.2M | 0.23% | 115 |
|
|
2019
Q4 | $175M | Buy |
4,978,123
+637,732
| +15% | +$22.5M | 0.37% | 70 |
|
|
2019
Q3 | $127M | Sell |
4,340,391
-509,802
| -11% | -$14.9M | 0.32% | 72 |
|
|
2019
Q2 | $141M | Buy |
4,850,193
+157,485
| +3% | +$4.57M | 0.36% | 60 |
|
|
2019
Q1 | $130M | Buy |
4,692,708
+88,848
| +2% | +$2.45M | 0.37% | 61 |
|
|
2018
Q4 | $113M | Sell |
4,603,860
-759,998
| -14% | -$18.7M | 0.37% | 57 |
|
|
2018
Q3 | $158M | Buy |
5,363,858
+78,329
| +1% | +$2.31M | 0.45% | 41 |
|
|
2018
Q2 | $149M | Sell |
5,285,529
-274,742
| -5% | -$7.77M | 0.46% | 42 |
|
|
2018
Q1 | $167M | Buy |
5,560,271
+98,777
| +2% | +$2.96M | 0.53% | 34 |
|
|
2017
Q4 | $161M | Buy |
5,461,494
+1,042,056
| +24% | +$30.8M | 0.51% | 35 |
|
|
2017
Q3 | $112M | Buy |
4,419,438
+317,319
| +8% | +$8.04M | 0.39% | 53 |
|
|
2017
Q2 | $99.5M | Buy |
4,102,119
+464,262
| +13% | +$11.3M | 0.37% | 58 |
|
|
2017
Q1 | $85.8M | Buy |
3,637,857
+377,456
| +12% | +$8.9M | 0.33% | 69 |
|
|
2016
Q4 | $72.1M | Buy |
3,260,401
+788,077
| +32% | +$17.4M | 0.31% | 73 |
|
|
2016
Q3 | $38.7M | Sell |
2,472,324
-102,765
| -4% | -$1.61M | 0.17% | 138 |
|
|
2016
Q2 | $34.2M | Buy |
2,575,089
+265,758
| +12% | +$3.53M | 0.16% | 142 |
|
|
2016
Q1 | $31.2M | Buy |
2,309,331
+373,584
| +19% | +$5.05M | 0.17% | 137 |
|
|
2015
Q4 | $32.6M | Buy |
1,935,747
+328,893
| +20% | +$5.54M | 0.17% | 143 |
|
|
2015
Q3 | $25M | Buy |
1,606,854
+137,369
| +9% | +$2.14M | 0.14% | 171 |
|
|
2015
Q2 | $24.9M | Buy |
1,469,485
+157,075
| +12% | +$2.67M | 0.13% | 180 |
|
|
2015
Q1 | $20.2M | Sell |
1,312,410
-388,790
| -23% | -$5.98M | 0.11% | 221 |
|
|
2014
Q4 | $30.4M | Buy |
1,701,200
+938,760
| +123% | +$16.8M | 0.17% | 156 |
|
|
2014
Q3 | $13M | Sell |
762,440
-15,351
| -2% | -$262K | 0.11% | 221 |
|
|
2014
Q2 | $12M | Sell |
777,791
-327,852
| -30% | -$5.04M | 0.11% | 254 |
|
|
2014
Q1 | $19M | Buy |
+1,105,643
| New | +$19M | 0.18% | 136 |
|