Stokes Family Office’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 | $285K | Buy |
6,019
+138
| +2% | +$6.53K | 0.03% | 204 |
|
|
2025
Q1 | $245K | Buy |
5,881
+2
| +0% | +$83 | 0.03% | 209 |
|
|
2024
Q4 | $258K | Buy |
+5,879
| New | +$258K | 0.03% | 205 |
|
|
2023
Q4 | – | Sell |
-11,551
| Closed | -$316K | – | 235 |
|
|
2023
Q3 | $316K | Sell |
11,551
-1,176
| -9% | -$32.2K | 0.04% | 238 |
|
|
2023
Q2 | $365K | Buy |
12,727
+2,348
| +23% | +$67.4K | 0.04% | 215 |
|
|
2023
Q1 | $297K | Sell |
10,379
-4,942
| -32% | -$141K | 0.04% | 225 |
|
|
2022
Q4 | $507K | Sell |
15,321
-598
| -4% | -$19.8K | 0.07% | 163 |
|
|
2022
Q3 | $481K | Buy |
15,919
+4,107
| +35% | +$124K | 0.07% | 158 |
|
|
2022
Q2 | $368K | Sell |
11,812
-508
| -4% | -$15.8K | 0.05% | 187 |
|
|
2022
Q1 | $508K | Buy |
12,320
+522
| +4% | +$21.5K | 0.07% | 162 |
|
|
2021
Q4 | $525K | Buy |
11,798
+1,483
| +14% | +$66K | 0.07% | 155 |
|
|
2021
Q3 | $438K | Buy |
10,315
+208
| +2% | +$8.83K | 0.06% | 157 |
|
|
2021
Q2 | $417K | Buy |
10,107
+1,487
| +17% | +$61.4K | 0.06% | 154 |
|
|
2021
Q1 | $334K | Sell |
8,620
-197
| -2% | -$7.63K | 0.05% | 156 |
|
|
2020
Q4 | $267K | Buy |
+8,817
| New | +$267K | 0.05% | 147 |
|