United Capital Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
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|
2025
Q1 | $9.16M | Sell |
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|
2024
Q4 | $9.67M | Sell |
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|
2024
Q3 | $8.91M | Buy |
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|
2024
Q2 | $8.83M | Sell |
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|
2024
Q1 | $9.96M | Buy |
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|
2023
Q4 | $8.58M | Sell |
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|
2023
Q3 | $7.95M | Sell |
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|
2023
Q2 | $9.83M | Sell |
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|
2023
Q1 | $12.5M | Sell |
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|
2022
Q4 | $15.7M | Sell |
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|
2022
Q3 | $14.6M | Sell |
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|
2022
Q2 | $18.2M | Buy |
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|
2022
Q1 | $22.7M | Buy |
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|
2021
Q4 | $24.5M | Buy |
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|
2021
Q3 | $22.7M | Sell |
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|
2021
Q2 | $25.2M | Buy |
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|
2021
Q1 | $23.6M | Sell |
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|
2020
Q4 | $18.5M | Sell |
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|
2020
Q3 | $15.3M | Sell |
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|
2020
Q2 | $16.6M | Sell |
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|
2020
Q1 | $15.2M | Sell |
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|
2019
Q4 | $29.5M | Buy |
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|
2019
Q3 | $21.1M | Sell |
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|
2019
Q2 | $24.2M | Buy |
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|
2019
Q1 | $21.3M | Buy |
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|
2018
Q4 | $17.7M | Buy |
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|
2018
Q3 | $18.6M | Buy |
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|
2018
Q2 | $17.5M | Sell |
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|
2018
Q1 | $18.7M | Sell |
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|
2017
Q4 | $18.7M | Buy |
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|
2017
Q3 | $14.7M | Buy |
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|
2017
Q2 | $13.2M | Buy |
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|
2017
Q1 | $12.7M | Sell |
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|
2016
Q4 | $12M | Sell |
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|
2016
Q3 | $9.42M | Buy |
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|
2016
Q2 | $7.12M | Buy |
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|
2016
Q1 | $7.28M | Buy |
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|
2015
Q4 | $8.89M | Sell |
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|
2015
Q3 | $13.2M | Buy |
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|
2015
Q2 | $14.2M | Buy |
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|
2015
Q1 | $10.8M | Buy |
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|
2014
Q4 | $10.2M | Buy |
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|
2014
Q3 | $9.18M | Sell |
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|
2014
Q2 | $8.29M | Buy |
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|
2014
Q1 | $9.1M | Buy |
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|
2013
Q4 | $2.42M | Sell |
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|
2013
Q3 | $3.72M | Sell |
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|
2013
Q2 | $3.75M | Buy |
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