Successful Portfolios’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 | $395K | Sell |
8,340
-20
| -0.2% | -$946 | 0.24% | 87 |
|
|
2025
Q1 | $349K | Sell |
8,360
-35
| -0.4% | -$1.46K | 0.24% | 86 |
|
|
2024
Q4 | $369K | Buy |
8,395
+100
| +1% | +$4.4K | 0.25% | 81 |
|
|
2024
Q3 | $329K | Hold |
8,295
| – | – | 0.22% | 96 |
|
|
2024
Q2 | $330K | Sell |
8,295
-1,050
| -11% | -$41.8K | 0.23% | 92 |
|
|
2024
Q1 | $354K | Buy |
9,345
+47
| +0.5% | +$1.78K | 0.24% | 96 |
|
|
2023
Q4 | $313K | Buy |
9,298
+1,120
| +14% | +$37.7K | 0.23% | 101 |
|
|
2023
Q3 | $224K | Buy |
8,178
+6
| +0.1% | +$164 | 0.2% | 119 |
|
|
2023
Q2 | $234K | Sell |
8,172
-5,325
| -39% | -$153K | 0.2% | 117 |
|
|
2023
Q1 | $386K | Sell |
13,497
-92
| -0.7% | -$2.63K | 0.24% | 102 |
|
|
2022
Q4 | $450K | Buy |
13,589
+460
| +4% | +$15.2K | 0.29% | 90 |
|
|
2022
Q3 | $396K | Buy |
13,129
+100
| +0.8% | +$3.02K | 0.29% | 88 |
|
|
2022
Q2 | $406K | Sell |
13,029
-205
| -2% | -$6.39K | 0.27% | 95 |
|
|
2022
Q1 | $546K | Sell |
13,234
-581
| -4% | -$24K | 0.31% | 82 |
|
|
2021
Q4 | $615K | Sell |
13,815
-70
| -0.5% | -$3.12K | 0.33% | 71 |
|
|
2021
Q3 | $589K | Sell |
13,885
-327
| -2% | -$13.9K | 0.35% | 72 |
|
|
2021
Q2 | $586K | Sell |
14,212
-74
| -0.5% | -$3.05K | 0.36% | 72 |
|
|
2021
Q1 | $553K | Sell |
14,286
-193
| -1% | -$7.47K | 0.36% | 75 |
|
|
2020
Q4 | $439K | Buy |
14,479
+1,113
| +8% | +$33.7K | 0.31% | 84 |
|
|
2020
Q3 | $322K | Buy |
13,366
+1,340
| +11% | +$32.3K | 0.26% | 106 |
|
|
2020
Q2 | $286K | Buy |
+12,026
| New | +$286K | 0.25% | 111 |
|
|
2020
Q1 | – | Sell |
-6,771
| Closed | -$238K | – | 154 |
|
|
2019
Q4 | $238K | Sell |
6,771
-762
| -10% | -$26.8K | 0.21% | 129 |
|
|
2019
Q3 | $220K | Buy |
+7,533
| New | +$220K | 0.21% | 131 |
|