United Advisor Group’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 | $1.2M | Buy |
25,397
+6,851
| +37% | +$324K | 0.21% | 117 |
|
|
2025
Q1 | $774K | Buy |
18,546
+426
| +2% | +$17.8K | 0.16% | 140 |
|
|
2024
Q4 | $796K | Sell |
18,120
-1,561
| -8% | -$68.6K | 0.16% | 148 |
|
|
2024
Q3 | $781K | Buy |
19,681
+9,631
| +96% | +$382K | 0.18% | 127 |
|
|
2024
Q2 | $400K | Sell |
10,050
-812
| -7% | -$32.3K | 0.12% | 164 |
|
|
2024
Q1 | $412K | Buy |
+10,862
| New | +$412K | 0.15% | 137 |
|