The Family Firm’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 | – | Sell |
|
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|
2025
Q1 | $278K | Sell |
|
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|
2024
Q4 | $303K | Buy |
|
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|
2024
Q3 | $272K | Buy |
|
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|
2024
Q2 | $261K | Buy |
|
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|
2024
Q1 | $246K | Buy |
|
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|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $224K | Buy |
|
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|
2021
Q4 | $240K | Hold |
|
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|
2021
Q3 | $254K | Sell |
|
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|
2021
Q2 | $528K | Buy |
|
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|
2021
Q1 | $493K | Buy |
|
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|
2020
Q4 | $419K | Sell |
|
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|
2020
Q3 | $347K | Buy |
|
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|
2020
Q2 | $298K | Buy |
|
|||||
|
2020
Q1 | $265K | Sell |
|
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|
2019
Q4 | $467K | Buy |
|
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|
2019
Q3 | $386K | Buy |
|
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|
2019
Q2 | $383K | Buy |
|
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|
2019
Q1 | $363K | Hold |
|
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|
2018
Q4 | $325K | Buy |
|
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|
2018
Q3 | $387K | Sell |
|
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|
2018
Q2 | $371K | Buy |
|
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|
2018
Q1 | $394K | Sell |
|
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|
2017
Q4 | $482K | Buy |
|
|||||
|
2017
Q3 | $219K | Buy |
|
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|
2017
Q2 | $210K | Buy |
|