Tompkins Financial’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
Q3 | $780K | Buy |
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|
2025
Q2 | $323K | Hold |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $291K | Buy |
|
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|
2024
Q1 | $247K | Sell |
|
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $229K | Hold |
|
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|
2023
Q1 | $228K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $52K | Hold |
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|
2021
Q3 | $49K | Buy |
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|
2021
Q1 | $116K | Buy |
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|
2020
Q4 | $34K | Sell |
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|
2020
Q3 | $59K | Sell |
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|
2020
Q2 | $72K | Buy |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | $80K | Buy |
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $15K | Sell |
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|
2018
Q2 | $42K | Buy |
|
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $15K | Hold |
|
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|
2017
Q3 | $13K | Hold |
|
|||||
|
2017
Q2 | $12K | Hold |
|
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|
2017
Q1 | $12K | Sell |
|
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|
2016
Q4 | $27K | Hold |
|
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|
2016
Q3 | $19K | Sell |
|
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|
2016
Q2 | $66K | Sell |
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|
2016
Q1 | $74K | Buy |
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|
2015
Q4 | $88K | Sell |
|
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|
2015
Q3 | $283K | Sell |
|
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|
2015
Q2 | $328K | Hold |
|
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|
2015
Q1 | $297K | Sell |
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|
2014
Q4 | $353K | Buy |
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|
2014
Q3 | $19K | Sell |
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|
2014
Q2 | $19K | Hold |
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|
2014
Q1 | $21K | Buy |
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|
2013
Q4 | $17K | Sell |
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|
2013
Q3 | $19K | Sell |
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|
2013
Q2 | $21K | Buy |
|