Stokes Family Office’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 | $285K | Buy |
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|
2025
Q1 | $245K | Buy |
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|
2024
Q4 | $258K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $365K | Buy |
|
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|
2023
Q1 | $297K | Sell |
|
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|
2022
Q4 | $507K | Sell |
|
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|
2022
Q3 | $481K | Buy |
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|
2022
Q2 | $368K | Sell |
|
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|
2022
Q1 | $508K | Buy |
|
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|
2021
Q4 | $525K | Buy |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $417K | Buy |
|
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $267K | Buy |
|