Transamerica Financial Advisors’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 | $399K | Sell |
8,430
-535
| -6% | -$25.3K | 0.04% | 194 |
|
|
2025
Q1 | $375K | Sell |
8,965
-4,962
| -36% | -$208K | 0.04% | 199 |
|
|
2024
Q4 | $613K | Sell |
13,927
-364
| -3% | -$16K | 0.06% | 184 |
|
|
2024
Q3 | $568K | Buy |
+14,291
| New | +$568K | 0.06% | 190 |
|
|
2024
Q2 | – | Sell |
-40,688
| Closed | -$1.54M | – | 582 |
|
|
2024
Q1 | $1.54M | Buy |
+40,688
| New | +$1.54M | 0.16% | 116 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | -$1K | – | 111 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | 0.03% | 68 |
|
|
2021
Q3 | $1K | Sell |
17
-7
| -29% | -$412 | 0.03% | 67 |
|
|
2021
Q2 | $1K | Sell |
24
-9
| -27% | -$375 | 0.02% | 89 |
|
|
2021
Q1 | $2K | Buy |
+33
| New | +$2K | 0.05% | 67 |
|
|
2020
Q3 | – | Sell |
-1,585
| Closed | -$38K | – | 199 |
|
|
2020
Q2 | $38K | Buy |
+1,585
| New | +$38K | 0.01% | 210 |
|
|
2019
Q3 | – | Sell |
-141
| Closed | -$5K | – | 121 |
|
|
2019
Q2 | $5K | Buy |
+141
| New | +$5K | ﹤0.01% | 336 |
|
|
2016
Q2 | – | Sell |
-786
| Closed | -$11K | – | 419 |
|
|
2016
Q1 | $11K | Sell |
786
-71,481
| -99% | -$1M | ﹤0.01% | 536 |
|
|
2015
Q4 | $1.22M | Sell |
72,267
-5,159
| -7% | -$86.9K | 0.09% | 156 |
|
|
2015
Q3 | $1.21M | Sell |
77,426
-15,354
| -17% | -$239K | 0.1% | 142 |
|
|
2015
Q2 | $1.58M | Buy |
92,780
+17,491
| +23% | +$298K | 0.11% | 137 |
|
|
2015
Q1 | $1.16M | Buy |
75,289
+2,700
| +4% | +$41.6K | 0.08% | 162 |
|
|
2014
Q4 | $1.3M | Buy |
72,589
+10,250
| +16% | +$183K | 0.1% | 113 |
|
|
2014
Q3 | $1.06M | Buy |
62,339
+13,010
| +26% | +$222K | 0.1% | 113 |
|
|
2014
Q2 | $760K | Buy |
49,329
+1,072
| +2% | +$16.5K | 0.07% | 141 |
|
|
2014
Q1 | $831K | Buy |
48,257
+16,257
| +51% | +$280K | 0.08% | 118 |
|
|
2013
Q4 | $499K | Buy |
32,000
+12,500
| +64% | +$195K | 0.05% | 152 |
|
|
2013
Q3 | $270K | Buy |
19,500
+2,050
| +12% | +$28.4K | 0.04% | 212 |
|
|
2013
Q2 | $225K | Buy |
+17,450
| New | +$225K | 0.04% | 195 |
|