TKG 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 | $1.18M | Sell |
25,025
-26,246
| -51% | -$1.24M | 0.53% | 45 |
|
|
2025
Q1 | $2.14M | Buy |
51,271
+1,562
| +3% | +$65.2K | 1.05% | 36 |
|
|
2024
Q4 | $2.31M | Buy |
49,709
+21,085
| +74% | +$981K | 1.07% | 31 |
|
|
2024
Q3 | $1.14M | Buy |
+28,624
| New | +$1.14M | 0.56% | 47 |
|
|
2022
Q4 | – | Sell |
-31,252
| Closed | -$944K | – | 88 |
|
|
2022
Q3 | $944K | Sell |
31,252
-11,601
| -27% | -$350K | 0.75% | 38 |
|
|
2022
Q2 | $1.33M | Buy |
42,853
+6,009
| +16% | +$187K | 1.15% | 30 |
|
|
2022
Q1 | $1.52M | Sell |
36,844
-17,640
| -32% | -$727K | 1.22% | 29 |
|
|
2021
Q4 | $2.42M | Buy |
+54,484
| New | +$2.42M | 1.91% | 10 |
|