Strategic Advocates’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 | $446K | Buy |
9,423
+700
| +8% | +$33.1K | 0.13% | 82 |
|
2025
Q1 | $364K | Sell |
8,723
-751
| -8% | -$31.3K | 0.13% | 85 |
|
2024
Q4 | $416K | Sell |
9,474
-8,106
| -46% | -$356K | 0.14% | 72 |
|
2024
Q3 | $698K | Sell |
17,580
-5,740
| -25% | -$228K | 0.25% | 61 |
|
2024
Q2 | $927K | Sell |
23,320
-16,003
| -41% | -$636K | 0.37% | 36 |
|
2024
Q1 | $1.49M | Sell |
39,323
-2,330
| -6% | -$88.4K | 0.57% | 36 |
|
2023
Q4 | $1.4M | Buy |
41,653
+722
| +2% | +$24.3K | 0.6% | 38 |
|
2023
Q3 | $1.12M | Buy |
+40,931
| New | +$1.12M | 0.53% | 43 |
|