United Capital 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 | $10.2M | Sell |
215,221
-4,324
| -2% | -$205K | 0.08% | 190 |
|
|
2025
Q1 | $9.16M | Sell |
219,545
-573
| -0.3% | -$23.9K | 0.08% | 192 |
|
|
2024
Q4 | $9.67M | Sell |
220,118
-4,413
| -2% | -$194K | 0.08% | 179 |
|
|
2024
Q3 | $8.91M | Buy |
224,531
+2,627
| +1% | +$104K | 0.07% | 198 |
|
|
2024
Q2 | $8.83M | Sell |
221,904
-40,843
| -16% | -$1.62M | 0.08% | 195 |
|
|
2024
Q1 | $9.96M | Buy |
262,747
+7,908
| +3% | +$300K | 0.08% | 182 |
|
|
2023
Q4 | $8.58M | Sell |
254,839
-35,408
| -12% | -$1.19M | 0.07% | 212 |
|
|
2023
Q3 | $7.95M | Sell |
290,247
-52,267
| -15% | -$1.43M | 0.05% | 250 |
|
|
2023
Q2 | $9.83M | Sell |
342,514
-93,195
| -21% | -$2.67M | 0.05% | 235 |
|
|
2023
Q1 | $12.5M | Sell |
435,709
-36,992
| -8% | -$1.06M | 0.07% | 212 |
|
|
2022
Q4 | $15.7M | Sell |
472,701
-9,413
| -2% | -$312K | 0.09% | 196 |
|
|
2022
Q3 | $14.6M | Sell |
482,114
-103,093
| -18% | -$3.11M | 0.09% | 199 |
|
|
2022
Q2 | $18.2M | Buy |
585,207
+34,495
| +6% | +$1.07M | 0.1% | 185 |
|
|
2022
Q1 | $22.7M | Buy |
550,712
+978
| +0.2% | +$40.3K | 0.11% | 176 |
|
|
2021
Q4 | $24.5M | Buy |
549,734
+15,164
| +3% | +$675K | 0.11% | 178 |
|
|
2021
Q3 | $22.7M | Sell |
534,570
-75,642
| -12% | -$3.21M | 0.11% | 175 |
|
|
2021
Q2 | $25.2M | Buy |
610,212
+941
| +0.2% | +$38.8K | 0.13% | 168 |
|
|
2021
Q1 | $23.6M | Sell |
609,271
-2,280
| -0.4% | -$88.2K | 0.13% | 167 |
|
|
2020
Q4 | $18.5M | Sell |
611,551
-22,082
| -3% | -$669K | 0.11% | 188 |
|
|
2020
Q3 | $15.3M | Sell |
633,633
-65,586
| -9% | -$1.58M | 0.1% | 198 |
|
|
2020
Q2 | $16.6M | Sell |
699,219
-14,841
| -2% | -$352K | 0.12% | 184 |
|
|
2020
Q1 | $15.2M | Sell |
714,060
-122,280
| -15% | -$2.6M | 0.13% | 179 |
|
|
2019
Q4 | $29.5M | Buy |
836,340
+112,088
| +15% | +$3.95M | 0.19% | 114 |
|
|
2019
Q3 | $21.1M | Sell |
724,252
-111,919
| -13% | -$3.26M | 0.15% | 161 |
|
|
2019
Q2 | $24.2M | Buy |
836,171
+64,399
| +8% | +$1.87M | 0.16% | 137 |
|
|
2019
Q1 | $21.3M | Buy |
771,772
+54,236
| +8% | +$1.5M | 0.15% | 149 |
|
|
2018
Q4 | $17.7M | Buy |
717,536
+86,963
| +14% | +$2.14M | 0.14% | 149 |
|
|
2018
Q3 | $18.6M | Buy |
630,573
+10,886
| +2% | +$321K | 0.13% | 171 |
|
|
2018
Q2 | $17.5M | Sell |
619,687
-4,290
| -0.7% | -$121K | 0.13% | 172 |
|
|
2018
Q1 | $18.7M | Sell |
623,977
-3,484
| -0.6% | -$104K | 0.14% | 164 |
|
|
2017
Q4 | $18.7M | Buy |
627,461
+46,072
| +8% | +$1.37M | 0.15% | 160 |
|
|
2017
Q3 | $14.7M | Buy |
581,389
+37,456
| +7% | +$949K | 0.12% | 195 |
|
|
2017
Q2 | $13.2M | Buy |
543,933
+7,380
| +1% | +$179K | 0.12% | 201 |
|
|
2017
Q1 | $12.7M | Sell |
536,553
-4,842
| -0.9% | -$114K | 0.12% | 203 |
|
|
2016
Q4 | $12M | Sell |
541,395
-60,645
| -10% | -$1.34M | 0.12% | 205 |
|
|
2016
Q3 | $9.42M | Buy |
602,040
+54,122
| +10% | +$847K | 0.09% | 274 |
|
|
2016
Q2 | $7.12M | Buy |
547,918
+9,173
| +2% | +$119K | 0.07% | 311 |
|
|
2016
Q1 | $7.28M | Buy |
538,745
+10,745
| +2% | +$145K | 0.08% | 264 |
|
|
2015
Q4 | $8.89M | Sell |
528,000
-319,515
| -38% | -$5.38M | 0.1% | 225 |
|
|
2015
Q3 | $13.2M | Buy |
847,515
+13,619
| +2% | +$212K | 0.16% | 138 |
|
|
2015
Q2 | $14.2M | Buy |
833,896
+156,703
| +23% | +$2.67M | 0.16% | 141 |
|
|
2015
Q1 | $10.8M | Buy |
677,193
+106,864
| +19% | +$1.7M | 0.13% | 194 |
|
|
2014
Q4 | $10.2M | Buy |
570,329
+31,787
| +6% | +$569K | 0.15% | 160 |
|
|
2014
Q3 | $9.18M | Sell |
538,542
-594
| -0.1% | -$10.1K | 0.16% | 163 |
|
|
2014
Q2 | $8.29M | Buy |
539,136
+10,155
| +2% | +$156K | 0.15% | 173 |
|
|
2014
Q1 | $9.1M | Buy |
528,981
+373,434
| +240% | +$6.42M | 0.19% | 124 |
|
|
2013
Q4 | $2.42M | Sell |
155,547
-114,227
| -42% | -$1.78M | 0.08% | 218 |
|
|
2013
Q3 | $3.72M | Sell |
269,774
-22,102
| -8% | -$305K | 0.12% | 177 |
|
|
2013
Q2 | $3.75M | Buy |
+291,876
| New | +$3.75M | 0.1% | 230 |
|