Tradition Wealth Management’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 | $579K | Sell |
12,239
-40
| -0.3% | -$1.89K | 0.05% | 244 |
|
|
2025
Q1 | $512K | Buy |
12,279
+158
| +1% | +$6.59K | 0.05% | 247 |
|
|
2024
Q4 | $533K | Sell |
12,121
-352
| -3% | -$15.5K | 0.05% | 236 |
|
|
2024
Q3 | $495K | Sell |
12,473
-213
| -2% | -$8.45K | 0.04% | 247 |
|
|
2024
Q2 | $505K | Sell |
12,686
-106
| -0.8% | -$4.22K | 0.05% | 232 |
|
|
2024
Q1 | $485K | Buy |
12,792
+196
| +2% | +$7.43K | 0.05% | 224 |
|
|
2023
Q4 | $424K | Buy |
12,596
+186
| +1% | +$6.26K | 0.04% | 221 |
|
|
2023
Q3 | $340K | Buy |
12,410
+30
| +0.2% | +$822 | 0.04% | 232 |
|
|
2023
Q2 | $355K | Sell |
12,380
-346
| -3% | -$9.92K | 0.04% | 226 |
|
|
2023
Q1 | $364K | Buy |
12,726
+8,372
| +192% | +$239K | 0.05% | 217 |
|
|
2022
Q4 | $144K | Sell |
4,354
-19
| -0.4% | -$628 | 0.02% | 304 |
|
|
2022
Q3 | $132K | Sell |
4,373
-935
| -18% | -$28.2K | 0.02% | 314 |
|
|
2022
Q2 | $165K | Sell |
5,308
-82
| -2% | -$2.55K | 0.02% | 289 |
|
|
2022
Q1 | $222K | Buy |
5,390
+1,593
| +42% | +$65.6K | 0.03% | 281 |
|
|
2021
Q4 | $169K | Sell |
3,797
-1,787
| -32% | -$79.5K | 0.02% | 326 |
|
|
2021
Q3 | $237K | Sell |
5,584
-209
| -4% | -$8.87K | 0.03% | 253 |
|
|
2021
Q2 | $239K | Sell |
5,793
-254
| -4% | -$10.5K | 0.04% | 258 |
|
|
2021
Q1 | $234K | Buy |
6,047
+4
| +0.1% | +$155 | 0.04% | 229 |
|
|
2020
Q4 | $183K | Buy |
+6,043
| New | +$183K | 0.04% | 241 |
|