Tacita Capital’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 | $323K | Hold |
6,835
| – | – | 0.21% | 66 |
|
|
2025
Q1 | $285K | Hold |
6,835
| – | – | 0.21% | 70 |
|
|
2024
Q4 | $300K | Hold |
6,835
| – | – | 0.21% | 68 |
|
|
2024
Q3 | $271K | Hold |
6,835
| – | – | 0.18% | 72 |
|
|
2024
Q2 | $272K | Hold |
6,835
| – | – | 0.19% | 70 |
|
|
2024
Q1 | $259K | Hold |
6,835
| – | – | 0.18% | 74 |
|
|
2023
Q4 | $230K | Sell |
6,835
-2,166
| -24% | -$72.9K | 0.17% | 81 |
|
|
2023
Q3 | $246K | Hold |
9,001
| – | – | 0.19% | 73 |
|
|
2023
Q2 | $258K | Hold |
9,001
| – | – | 0.19% | 74 |
|
|
2023
Q1 | $257K | Hold |
9,001
| – | – | 0.19% | 73 |
|
|
2022
Q4 | $298K | Hold |
9,001
| – | – | 0.22% | 67 |
|
|
2022
Q3 | $272K | Hold |
9,001
| – | – | 0.21% | 64 |
|
|
2022
Q2 | $280K | Hold |
9,001
| – | – | 0.19% | 67 |
|
|
2022
Q1 | $371K | Buy |
9,001
+1,000
| +12% | +$41.2K | 0.21% | 63 |
|
|
2021
Q4 | $356K | Hold |
8,001
| – | – | 0.2% | 68 |
|
|
2021
Q3 | $340K | Hold |
8,001
| – | – | 0.21% | 64 |
|
|
2021
Q2 | $330K | Hold |
8,001
| – | – | 0.2% | 66 |
|
|
2021
Q1 | $310K | Hold |
8,001
| – | – | 0.2% | 70 |
|
|
2020
Q4 | $243K | Buy |
+8,001
| New | +$243K | 0.16% | 77 |
|