Stolper & Co’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 | $8.2M | Sell |
173,290
-1,972
| -1% | -$93.3K | 2.69% | 10 |
|
|
2025
Q1 | $7.31M | Sell |
175,262
-1,761
| -1% | -$73.5K | 2.4% | 15 |
|
|
2024
Q4 | $7.78M | Buy |
177,023
+458
| +0.3% | +$20.1K | 2.59% | 11 |
|
|
2024
Q3 | $7.01M | Sell |
176,565
-953
| -0.5% | -$37.8K | 2.29% | 16 |
|
|
2024
Q2 | $7.06M | Buy |
177,518
+2,353
| +1% | +$93.6K | 2.49% | 12 |
|
|
2024
Q1 | $6.64M | Buy |
175,165
+618
| +0.4% | +$23.4K | 2.4% | 14 |
|
|
2023
Q4 | $5.88M | Buy |
174,547
+704
| +0.4% | +$23.7K | 2.37% | 16 |
|
|
2023
Q3 | $4.76M | Sell |
173,843
-109
| -0.1% | -$2.99K | 2.06% | 17 |
|
|
2023
Q2 | $4.99M | Buy |
173,952
+29,407
| +20% | +$844K | 2.1% | 18 |
|
|
2023
Q1 | $4.13M | Buy |
144,545
+2,344
| +2% | +$67K | 1.77% | 23 |
|
|
2022
Q4 | $4.71M | Buy |
142,201
+9,299
| +7% | +$308K | 2.06% | 21 |
|
|
2022
Q3 | $4.01M | Buy |
132,902
+1,061
| +0.8% | +$32K | 1.98% | 19 |
|
|
2022
Q2 | $4.1M | Buy |
131,841
+39
| +0% | +$1.21K | 1.93% | 20 |
|
|
2022
Q1 | $5.43M | Buy |
131,802
+72
| +0.1% | +$2.97K | 2.3% | 14 |
|
|
2021
Q4 | $5.86M | Sell |
131,730
-333
| -0.3% | -$14.8K | 2.61% | 11 |
|
|
2021
Q3 | $5.61M | Sell |
132,063
-2,113
| -2% | -$89.7K | 2.68% | 8 |
|
|
2021
Q2 | $5.53M | Buy |
134,176
+697
| +0.5% | +$28.7K | 2.61% | 10 |
|
|
2021
Q1 | $5.16M | Sell |
133,479
-2,150
| -2% | -$83.2K | 2.66% | 10 |
|
|
2020
Q4 | $4.11M | Sell |
135,629
-469
| -0.3% | -$14.2K | 2.31% | 15 |
|
|
2020
Q3 | $3.28M | Sell |
136,098
-2,355
| -2% | -$56.7K | 2.12% | 16 |
|
|
2020
Q2 | $3.29M | Sell |
138,453
-3,288
| -2% | -$78.1K | 2.15% | 15 |
|
|
2020
Q1 | $3.01M | Buy |
+141,741
| New | +$3.01M | 2.16% | 14 |
|