Strategic Investment Advisors’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 | $1,000K | Sell |
21,131
-6,013
| -22% | -$285K | 0.1% | 95 |
|
|
2025
Q1 | $1.13M | Buy |
27,144
+810
| +3% | +$33.8K | 0.12% | 95 |
|
|
2024
Q4 | $1.16M | Sell |
26,334
-144
| -0.5% | -$6.33K | 0.12% | 96 |
|
|
2024
Q3 | $1.05M | Buy |
26,478
+371
| +1% | +$14.7K | 0.12% | 109 |
|
|
2024
Q2 | $1.04M | Sell |
26,107
-995
| -4% | -$39.6K | 0.13% | 104 |
|
|
2024
Q1 | $1.03M | Buy |
27,102
+2,532
| +10% | +$96K | 0.13% | 104 |
|
|
2023
Q4 | $827K | Sell |
24,570
-18,209
| -43% | -$613K | 0.12% | 111 |
|
|
2023
Q3 | $1.17M | Buy |
42,779
+138
| +0.3% | +$3.78K | 0.19% | 81 |
|
|
2023
Q2 | $1.22M | Sell |
42,641
-3,789
| -8% | -$109K | 0.17% | 63 |
|
|
2023
Q1 | $1.33M | Buy |
46,430
+2,407
| +5% | +$68.8K | 0.24% | 62 |
|
|
2022
Q4 | $1.46M | Buy |
44,023
+2,400
| +6% | +$79.5K | 0.3% | 61 |
|
|
2022
Q3 | $1.26M | Buy |
41,623
+404
| +1% | +$12.2K | 0.28% | 60 |
|
|
2022
Q2 | $1.28M | Buy |
41,219
+5,790
| +16% | +$180K | 0.26% | 62 |
|
|
2022
Q1 | $1.46M | Buy |
35,429
+2,953
| +9% | +$122K | 0.28% | 62 |
|
|
2021
Q4 | $1.45M | Buy |
32,476
+2,029
| +7% | +$90.3K | 0.28% | 65 |
|
|
2021
Q3 | $1.29M | Buy |
30,447
+1,066
| +4% | +$45.2K | 0.28% | 70 |
|
|
2021
Q2 | $1.21M | Buy |
29,381
+9,691
| +49% | +$399K | 0.28% | 76 |
|
|
2021
Q1 | $762K | Buy |
19,690
+244
| +1% | +$9.44K | 0.2% | 98 |
|
|
2020
Q4 | $589K | Buy |
19,446
+1,129
| +6% | +$34.2K | 0.17% | 108 |
|
|
2020
Q3 | $441K | Buy |
18,317
+4,255
| +30% | +$102K | 0.15% | 97 |
|
|
2020
Q2 | $334K | Sell |
14,062
-69
| -0.5% | -$1.64K | 0.13% | 122 |
|
|
2020
Q1 | $300K | Buy |
14,131
+807
| +6% | +$17.1K | 0.14% | 117 |
|
|
2019
Q4 | $469K | Buy |
13,324
+1,389
| +12% | +$48.9K | 0.19% | 87 |
|
|
2019
Q3 | $348K | Buy |
11,935
+802
| +7% | +$23.4K | 0.17% | 95 |
|
|
2019
Q2 | $322K | Buy |
11,133
+998
| +10% | +$28.9K | 0.18% | 91 |
|
|
2019
Q1 | $280K | Buy |
10,135
+812
| +9% | +$22.4K | 0.19% | 92 |
|
|
2018
Q4 | $230K | Buy |
+9,323
| New | +$230K | 0.21% | 97 |
|