Toth Financial Advisory’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 | $513K | Buy |
10,834
+4
| +0% | +$189 | 0.06% | 159 |
|
|
2025
Q1 | $452K | Buy |
10,830
+5
| +0% | +$209 | 0.05% | 159 |
|
|
2024
Q4 | $476K | Buy |
10,825
+5
| +0% | +$220 | 0.06% | 158 |
|
|
2024
Q3 | $429K | Buy |
10,820
+4
| +0% | +$159 | 0.05% | 169 |
|
|
2024
Q2 | $430K | Sell |
10,816
-190
| -2% | -$7.56K | 0.05% | 162 |
|
|
2024
Q1 | $417K | Buy |
11,006
+205
| +2% | +$7.77K | 0.05% | 168 |
|
|
2023
Q4 | $364K | Sell |
10,801
-192
| -2% | -$6.46K | 0.05% | 177 |
|
|
2023
Q3 | $301K | Buy |
10,993
+6
| +0.1% | +$164 | 0.05% | 173 |
|
|
2023
Q2 | $315K | Sell |
10,987
-119
| -1% | -$3.41K | 0.05% | 166 |
|
|
2023
Q1 | $318K | Buy |
11,106
+605
| +6% | +$17.3K | 0.05% | 163 |
|
|
2022
Q4 | $348K | Sell |
10,501
-179
| -2% | -$5.93K | 0.06% | 165 |
|
|
2022
Q3 | $323K | Sell |
10,680
-4,091
| -28% | -$124K | 0.06% | 156 |
|
|
2022
Q2 | $460K | Buy |
14,771
+12
| +0.1% | +$374 | 0.08% | 142 |
|
|
2022
Q1 | $608K | Sell |
14,759
-2,312
| -14% | -$95.2K | 0.09% | 147 |
|
|
2021
Q4 | $759K | Buy |
17,071
+1,165
| +7% | +$51.8K | 0.1% | 147 |
|
|
2021
Q3 | $675K | Sell |
15,906
-17,740
| -53% | -$753K | 0.1% | 134 |
|
|
2021
Q2 | $1.39M | Buy |
33,646
+5,047
| +18% | +$208K | 0.21% | 100 |
|
|
2021
Q1 | $1.11M | Buy |
28,599
+15,129
| +112% | +$585K | 0.18% | 103 |
|
|
2020
Q4 | $408K | Buy |
13,470
+4
| +0% | +$121 | 0.07% | 151 |
|
|
2020
Q3 | $324K | Sell |
13,466
-126
| -0.9% | -$3.03K | 0.06% | 155 |
|
|
2020
Q2 | $323K | Sell |
13,592
-112
| -0.8% | -$2.66K | 0.07% | 136 |
|
|
2020
Q1 | $291K | Sell |
13,704
-289
| -2% | -$6.14K | 0.08% | 111 |
|
|
2019
Q4 | $493K | Buy |
13,993
+3
| +0% | +$106 | 0.1% | 134 |
|
|
2019
Q3 | $408K | Buy |
13,990
+6
| +0% | +$175 | 0.09% | 121 |
|
|
2019
Q2 | $406K | Buy |
13,984
+82
| +0.6% | +$2.38K | 0.09% | 118 |
|
|
2019
Q1 | $384K | Sell |
13,902
-1,081
| -7% | -$29.9K | 0.09% | 127 |
|
|
2018
Q4 | $369K | Sell |
14,983
-2,329
| -13% | -$57.4K | 0.1% | 110 |
|
|
2018
Q3 | $510K | Buy |
17,312
+2
| +0% | +$59 | 0.11% | 117 |
|
|
2018
Q2 | $488K | Sell |
17,310
-1,999
| -10% | -$56.4K | 0.11% | 119 |
|
|
2018
Q1 | $579K | Sell |
19,309
-1,339
| -6% | -$40.2K | 0.14% | 112 |
|
|
2017
Q4 | $610K | Sell |
20,648
-215
| -1% | -$6.35K | 0.14% | 112 |
|
|
2017
Q3 | $529K | Sell |
20,863
-231
| -1% | -$5.86K | 0.13% | 117 |
|
|
2017
Q2 | $512K | Sell |
21,094
-1,017
| -5% | -$24.7K | 0.13% | 115 |
|
|
2017
Q1 | $522K | Buy |
22,111
+1
| +0% | +$24 | 0.14% | 115 |
|
|
2016
Q4 | $489K | Sell |
22,110
-775
| -3% | -$17.1K | 0.14% | 111 |
|
|
2016
Q3 | $358K | Sell |
22,885
-45,815
| -67% | -$717K | 0.11% | 112 |
|
|
2016
Q2 | $912K | Sell |
68,700
-4,899
| -7% | -$65K | 0.28% | 79 |
|
|
2016
Q1 | $995K | Buy |
73,599
+50,934
| +225% | +$689K | 0.33% | 70 |
|
|
2015
Q4 | $381K | Buy |
22,665
+1,444
| +7% | +$24.3K | 0.13% | 100 |
|
|
2015
Q3 | $331K | Hold |
21,221
| – | – | 0.12% | 100 |
|
|
2015
Q2 | $361K | Buy |
21,221
+37
| +0.2% | +$629 | 0.12% | 108 |
|
|
2015
Q1 | $326K | Sell |
21,184
-25,129
| -54% | -$387K | 0.11% | 106 |
|
|
2014
Q4 | $829K | Buy |
46,313
+2,810
| +6% | +$50.3K | 0.29% | 69 |
|
|
2014
Q3 | $742K | Buy |
43,503
+23,700
| +120% | +$404K | 0.28% | 70 |
|
|
2014
Q2 | $304K | Sell |
19,803
-2,159
| -10% | -$33.1K | 0.12% | 98 |
|
|
2014
Q1 | $378K | Sell |
21,962
-1,015
| -4% | -$17.5K | 0.15% | 90 |
|
|
2013
Q4 | $358K | Sell |
22,977
-550
| -2% | -$8.57K | 0.15% | 87 |
|
|
2013
Q3 | $325K | Sell |
23,527
-1,959
| -8% | -$27.1K | 0.15% | 89 |
|
|
2013
Q2 | $328K | Buy |
+25,486
| New | +$328K | 0.16% | 90 |
|