Tranquility Partners’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
$869K Hold
18,368
0.31% 88
2025
Q1
$766K Buy
18,368
+67
+0.4% +$2.8K 0.3% 95
2024
Q4
$804K Buy
18,301
+20
+0.1% +$879 0.3% 88
2024
Q3
$725K Buy
18,281
+411
+2% +$16.3K 0.26% 101
2024
Q2
$711K Buy
17,870
+154
+0.9% +$6.12K 0.27% 100
2024
Q1
$672K Sell
17,716
-957
-5% -$36.3K 0.26% 106
2023
Q4
$629K Sell
18,673
-621
-3% -$20.9K 0.26% 99
2023
Q3
$528K Buy
19,294
+1,260
+7% +$34.5K 0.23% 111
2023
Q2
$517K Buy
18,034
+1,426
+9% +$40.9K 0.22% 115
2023
Q1
$475K Buy
16,608
+317
+2% +$9.07K 0.23% 117
2022
Q4
$540K Sell
16,291
-900
-5% -$29.8K 0.27% 101
2022
Q3
$519K Hold
17,191
0.29% 93
2022
Q2
$535K Hold
17,191
0.28% 100
2022
Q1
$709K Sell
17,191
-1,031
-6% -$42.5K 0.33% 84
2021
Q4
$810K Buy
18,222
+1,290
+8% +$57.3K 0.37% 73
2021
Q3
$719K Buy
16,932
+3,933
+30% +$167K 0.36% 79
2021
Q2
$536K Sell
12,999
-4,906
-27% -$202K 0.3% 97
2021
Q1
$693K Buy
17,905
+1,409
+9% +$54.5K 0.43% 74
2020
Q4
$500K Hold
16,496
0.35% 90
2020
Q3
$397K Buy
16,496
+4,332
+36% +$104K 0.34% 90
2020
Q2
$289K Buy
12,164
+353
+3% +$8.39K 0.27% 107
2020
Q1
$251K Buy
+11,811
New +$251K 0.29% 100