Stratos Wealth 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 | $2.18M | Sell |
46,103
-7,936
| -15% | -$376K | 0.12% | 192 |
|
2025
Q1 | $2.26M | Sell |
54,039
-4,520
| -8% | -$189K | 0.12% | 158 |
|
2024
Q4 | $2.57M | Sell |
58,559
-7,067
| -11% | -$311K | 0.12% | 166 |
|
2024
Q3 | $2.6M | Buy |
65,626
+68
| +0.1% | +$2.7K | 0.12% | 184 |
|
2024
Q2 | $2.61M | Buy |
65,558
+866
| +1% | +$34.4K | 0.13% | 165 |
|
2024
Q1 | $2.45M | Sell |
64,692
-82,128
| -56% | -$3.11M | 0.15% | 167 |
|
2023
Q4 | $4.94M | Buy |
146,820
+13,726
| +10% | +$462K | 0.28% | 106 |
|
2023
Q3 | $3.64M | Buy |
133,094
+80,275
| +152% | +$2.2M | 0.24% | 123 |
|
2023
Q2 | $1.52M | Sell |
52,819
-521
| -1% | -$14.9K | 0.11% | 232 |
|
2023
Q1 | $1.53M | Sell |
53,340
-2,851
| -5% | -$81.5K | 0.12% | 222 |
|
2022
Q4 | $1.86M | Sell |
56,191
-3,120
| -5% | -$103K | 0.16% | 185 |
|
2022
Q3 | $1.79M | Buy |
59,311
+1,673
| +3% | +$50.5K | 0.19% | 152 |
|
2022
Q2 | $1.79M | Buy |
57,638
+5,333
| +10% | +$166K | 0.16% | 162 |
|
2022
Q1 | $2.16M | Sell |
52,305
-3,127
| -6% | -$129K | 0.18% | 153 |
|
2021
Q4 | $2.47M | Buy |
55,432
+2,646
| +5% | +$118K | 0.18% | 160 |
|
2021
Q3 | $2.24M | Sell |
52,786
-1,173
| -2% | -$49.8K | 0.19% | 146 |
|
2021
Q2 | $2.23M | Sell |
53,959
-6,053
| -10% | -$250K | 0.2% | 138 |
|
2021
Q1 | $2.32M | Buy |
60,012
+1,793
| +3% | +$69.4K | 0.25% | 110 |
|
2020
Q4 | $1.77M | Buy |
58,219
+17,945
| +45% | +$544K | 0.24% | 104 |
|
2020
Q3 | $970K | Buy |
40,274
+103
| +0.3% | +$2.48K | 0.24% | 103 |
|
2020
Q2 | $954K | Sell |
40,171
-3,968
| -9% | -$94.2K | 0.29% | 83 |
|
2020
Q1 | $937K | Sell |
44,139
-23,071
| -34% | -$490K | 0.66% | 37 |
|
2019
Q4 | $2.37M | Sell |
67,210
-1,348
| -2% | -$47.5K | 1.34% | 16 |
|
2019
Q3 | $2M | Buy |
68,558
+763
| +1% | +$22.3K | 0.77% | 28 |
|
2019
Q2 | $1.97M | Buy |
67,795
+25,937
| +62% | +$752K | 0.78% | 25 |
|
2019
Q1 | $1.16M | Buy |
41,858
+7,054
| +20% | +$195K | 0.62% | 41 |
|
2018
Q4 | $858K | Buy |
+34,804
| New | +$858K | 0.57% | 49 |
|