Townsend & Associates’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 | $425K | Hold |
8,778
| – | – | 0.04% | 83 |
|
|
2025
Q1 | $324K | Hold |
8,778
| – | – | 0.03% | 81 |
|
|
2024
Q4 | $410K | Hold |
8,778
| – | – | 0.04% | 81 |
|
|
2024
Q3 | $372K | Sell |
8,778
-237
| -3% | -$10K | 0.04% | 81 |
|
|
2024
Q2 | $376K | Hold |
9,015
| – | – | 0.04% | 79 |
|
|
2024
Q1 | $346K | Hold |
9,015
| – | – | 0.04% | 80 |
|
|
2023
Q4 | $297K | Hold |
9,015
| – | – | 0.04% | 87 |
|
|
2023
Q3 | $227K | Hold |
9,015
| – | – | 0.05% | 95 |
|
|
2023
Q2 | $290K | Sell |
9,015
-544
| -6% | -$17.5K | 0.07% | 103 |
|
|
2023
Q1 | $280K | Hold |
9,559
| – | – | 0.11% | 100 |
|
|
2022
Q4 | $341K | Buy |
9,559
+781
| +9% | +$27.8K | 0.17% | 85 |
|
|
2022
Q3 | $326K | Buy |
+8,778
| New | +$326K | 0.15% | 67 |
|
|
2022
Q1 | – | Sell |
-32,428
| Closed | -$1.55M | – | 79 |
|
|
2021
Q4 | $1.55M | Buy |
+32,428
| New | +$1.55M | 0.85% | 55 |
|