Tiemann Investment Advisors’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 | $715K | Buy |
15,100
+1,110
| +8% | +$52.5K | 0.29% | 66 |
|
|
2025
Q1 | $584K | Sell |
13,990
-410
| -3% | -$17.1K | 0.26% | 75 |
|
|
2024
Q4 | $633K | Sell |
14,400
-75
| -0.5% | -$3.3K | 0.28% | 71 |
|
|
2024
Q3 | $574K | Hold |
14,475
| – | – | 0.25% | 78 |
|
|
2024
Q2 | $576K | Buy |
14,475
+625
| +5% | +$24.9K | 0.26% | 79 |
|
|
2024
Q1 | $525K | Sell |
13,850
-200
| -1% | -$7.58K | 0.23% | 91 |
|
|
2023
Q4 | $473K | Sell |
14,050
-725
| -5% | -$24.4K | 0.23% | 92 |
|
|
2023
Q3 | $405K | Buy |
14,775
+900
| +6% | +$24.6K | 0.22% | 103 |
|
|
2023
Q2 | $398K | Sell |
13,875
-1,250
| -8% | -$35.9K | 0.2% | 111 |
|
|
2023
Q1 | $433K | Sell |
15,125
-1,300
| -8% | -$37.2K | 0.24% | 101 |
|
|
2022
Q4 | $544K | Sell |
16,425
-800
| -5% | -$26.5K | 0.32% | 73 |
|
|
2022
Q3 | $520K | Sell |
17,225
-50
| -0.3% | -$1.51K | 0.34% | 68 |
|
|
2022
Q2 | $538K | Sell |
17,275
-125
| -0.7% | -$3.89K | 0.29% | 79 |
|
|
2022
Q1 | $717K | Sell |
17,400
-1,149
| -6% | -$47.3K | 0.33% | 70 |
|
|
2021
Q4 | $825K | Buy |
18,549
+50
| +0.3% | +$2.22K | 0.35% | 67 |
|
|
2021
Q3 | $785K | Buy |
18,499
+86
| +0.5% | +$3.65K | 0.37% | 66 |
|
|
2021
Q2 | $759K | Sell |
18,413
-149
| -0.8% | -$6.14K | 0.36% | 71 |
|
|
2021
Q1 | $718K | Buy |
18,562
+912
| +5% | +$35.3K | 0.36% | 73 |
|
|
2020
Q4 | $535K | Buy |
17,650
+2,828
| +19% | +$85.7K | 0.28% | 86 |
|
|
2020
Q3 | $357K | Buy |
14,822
+503
| +4% | +$12.1K | 0.22% | 112 |
|
|
2020
Q2 | $340K | Buy |
14,319
+1,132
| +9% | +$26.9K | 0.23% | 108 |
|
|
2020
Q1 | $280K | Buy |
13,187
+954
| +8% | +$20.3K | 0.24% | 106 |
|
|
2019
Q4 | $431K | Sell |
12,233
-4,463
| -27% | -$157K | 0.29% | 89 |
|
|
2019
Q3 | $487K | Buy |
16,696
+254
| +2% | +$7.41K | 0.35% | 74 |
|
|
2019
Q2 | $477K | Buy |
16,442
+2
| +0% | +$58 | 0.35% | 79 |
|
|
2019
Q1 | $454K | Hold |
16,440
| – | – | 0.35% | 79 |
|
|
2018
Q4 | $405K | Buy |
16,440
+4
| +0% | +$99 | 0.36% | 77 |
|
|
2018
Q3 | $484K | Sell |
16,436
-4,324
| -21% | -$127K | 0.37% | 70 |
|
|
2018
Q2 | $585K | Sell |
20,760
-498
| -2% | -$14K | 0.47% | 60 |
|
|
2018
Q1 | $638K | Sell |
21,258
-1,999
| -9% | -$60K | 0.51% | 58 |
|
|
2017
Q4 | $687K | Buy |
23,257
+2
| +0% | +$59 | 0.55% | 57 |
|
|
2017
Q3 | $589K | Buy |
23,255
+251
| +1% | +$6.36K | 0.5% | 62 |
|
|
2017
Q2 | $558K | Buy |
23,004
+3,101
| +16% | +$75.2K | 0.5% | 62 |
|
|
2017
Q1 | $470K | Buy |
19,903
+52
| +0.3% | +$1.23K | 0.44% | 69 |
|
|
2016
Q4 | $439K | Sell |
19,851
-1,500
| -7% | -$33.2K | 0.43% | 70 |
|
|
2016
Q3 | $334K | Buy |
21,351
+951
| +5% | +$14.9K | 0.31% | 104 |
|
|
2016
Q2 | $271K | Buy |
20,400
+902
| +5% | +$12K | 0.25% | 124 |
|
|
2016
Q1 | $264K | Buy |
+19,498
| New | +$264K | 0.26% | 120 |
|
|
2014
Q2 | – | Sell |
-12,650
| Closed | -$218K | – | 142 |
|
|
2014
Q1 | $218K | Buy |
+12,650
| New | +$218K | 0.24% | 131 |
|