Thrive Wealth Management’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 | $573K | Buy |
12,104
+351
| +3% | +$16.6K | 0.09% | 112 |
|
|
2025
Q1 | $490K | Sell |
11,753
-871
| -7% | -$36.3K | 0.09% | 115 |
|
|
2024
Q4 | $555K | Sell |
12,624
-207
| -2% | -$9.1K | 0.1% | 108 |
|
|
2024
Q3 | $509K | Buy |
12,831
+1,230
| +11% | +$48.8K | 0.09% | 113 |
|
|
2024
Q2 | $461K | Buy |
11,601
+286
| +3% | +$11.4K | 0.09% | 115 |
|
|
2024
Q1 | $429K | Buy |
11,315
+1,036
| +10% | +$39.3K | 0.09% | 120 |
|
|
2023
Q4 | $346K | Buy |
10,279
+830
| +9% | +$27.9K | 0.08% | 129 |
|
|
2023
Q3 | $259K | Buy |
9,449
+471
| +5% | +$12.9K | 0.07% | 141 |
|
|
2023
Q2 | $258K | Sell |
8,978
-2,774
| -24% | -$79.6K | 0.07% | 149 |
|
|
2023
Q1 | $336K | Buy |
11,752
+1,114
| +10% | +$31.9K | 0.09% | 127 |
|
|
2022
Q4 | $352K | Buy |
10,638
+240
| +2% | +$7.95K | 0.1% | 118 |
|
|
2022
Q3 | $314K | Buy |
10,398
+1,518
| +17% | +$45.8K | 0.11% | 114 |
|
|
2022
Q2 | $276K | Buy |
8,880
+1,992
| +29% | +$61.9K | 0.1% | 126 |
|
|
2022
Q1 | $284K | Buy |
6,888
+791
| +13% | +$32.6K | 0.08% | 128 |
|
|
2021
Q4 | $271K | Buy |
+6,097
| New | +$271K | 0.09% | 124 |
|