Tarbox Family Office’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $942K | Buy |
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|
2021
Q3 | $897K | Hold |
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|
2021
Q2 | $871K | Buy |
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|
2021
Q1 | $743K | Buy |
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|
2020
Q4 | $582K | Sell |
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|
2020
Q3 | $471K | Buy |
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|
2020
Q2 | $453K | Buy |
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|
2020
Q1 | $403K | Buy |
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|
2019
Q4 | $669K | Buy |
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|
2019
Q3 | $143K | Hold |
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|
2019
Q2 | $142K | Buy |
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|
2019
Q1 | $133K | Buy |
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|
2018
Q4 | $118K | Sell |
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|
2018
Q3 | $150K | Hold |
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|
2018
Q2 | $144K | Sell |
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|
2018
Q1 | $154K | Hold |
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|
2017
Q4 | $151K | Buy |
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|
2017
Q3 | $129K | Buy |
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|
2017
Q2 | $117K | Buy |
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|
2017
Q1 | $113K | Hold |
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|
2016
Q4 | $106K | Sell |
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|
2016
Q3 | $214K | Buy |
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|
2016
Q2 | $180K | Buy |
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|
2016
Q1 | $182K | Buy |
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|
2015
Q4 | $224K | Buy |
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|
2015
Q3 | $206K | Hold |
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|
2015
Q2 | $225K | Hold |
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|
2015
Q1 | $203K | Sell |
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|
2014
Q4 | $236K | Buy |
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|
2014
Q3 | $225K | Buy |
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|
2014
Q2 | $198K | Sell |
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|
2014
Q1 | $224K | Hold |
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|
2013
Q4 | $203K | Buy |
|