Univest Financial’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 | $7.56M | Sell |
159,720
-22,396
| -12% | -$1.06M | 0.45% | 51 |
|
|
2025
Q1 | $7.6M | Buy |
182,116
+169,270
| +1,318% | +$7.06M | 0.5% | 48 |
|
|
2024
Q4 | $565K | Sell |
12,846
-1,156
| -8% | -$50.8K | 0.04% | 194 |
|
|
2024
Q3 | $556K | Buy |
+14,002
| New | +$556K | 0.04% | 188 |
|
|
2022
Q3 | – | Sell |
-7,953
| Closed | -$248K | – | 102 |
|
|
2022
Q2 | $248K | Sell |
7,953
-843
| -10% | -$26.3K | 0.08% | 92 |
|
|
2022
Q1 | $363K | Sell |
8,796
-850
| -9% | -$35.1K | 0.1% | 77 |
|
|
2021
Q4 | $429K | Buy |
9,646
+140
| +1% | +$6.23K | 0.11% | 72 |
|
|
2021
Q3 | $403K | Sell |
9,506
-63
| -0.7% | -$2.67K | 0.11% | 70 |
|
|
2021
Q2 | $395K | Sell |
9,569
-1,055
| -10% | -$43.5K | 0.11% | 74 |
|
|
2021
Q1 | $411K | Sell |
10,624
-141,351
| -93% | -$5.47M | 0.12% | 69 |
|
|
2020
Q4 | $4.61M | Buy |
151,975
+2,871
| +2% | +$87K | 1.34% | 29 |
|
|
2020
Q3 | $3.59M | Sell |
149,104
-2,368
| -2% | -$57K | 1.14% | 37 |
|
|
2020
Q2 | $3.6M | Buy |
151,472
+13,671
| +10% | +$325K | 1.19% | 35 |
|
|
2020
Q1 | $2.93M | Buy |
137,801
+124,468
| +934% | +$2.64M | 1.16% | 34 |
|
|
2019
Q4 | $295K | Sell |
13,333
-135,315
| -91% | -$2.99M | 0.13% | 86 |
|
|
2019
Q3 | $4.34M | Buy |
148,648
+386
| +0.3% | +$11.3K | 1.39% | 26 |
|
|
2019
Q2 | $4.3M | Sell |
148,262
-377
| -0.3% | -$10.9K | 1.36% | 26 |
|
|
2019
Q1 | $4.1M | Buy |
148,639
+67,076
| +82% | +$1.85M | 1.34% | 25 |
|
|
2018
Q4 | $2.01M | Sell |
81,563
-43,634
| -35% | -$1.08M | 0.74% | 46 |
|
|
2018
Q3 | $3.69M | Sell |
125,197
-948
| -0.8% | -$27.9K | 1.12% | 33 |
|
|
2018
Q2 | $3.56M | Buy |
126,145
+1,212
| +1% | +$34.2K | 1.42% | 33 |
|
|
2018
Q1 | $3.75M | Buy |
124,933
+113,457
| +989% | +$3.4M | 1.62% | 30 |
|
|
2017
Q4 | $339K | Hold |
11,476
| – | – | 0.14% | 79 |
|
|
2017
Q3 | $291K | Sell |
11,476
-839
| -7% | -$21.3K | 0.12% | 82 |
|
|
2017
Q2 | $299K | Sell |
12,315
-18
| -0.1% | -$437 | 0.13% | 81 |
|
|
2017
Q1 | $291K | Sell |
12,333
-1,000
| -8% | -$23.6K | 0.13% | 82 |
|
|
2016
Q4 | $295K | Buy |
13,333
+242
| +2% | +$5.35K | 0.13% | 86 |
|
|
2016
Q3 | $205K | Buy |
13,091
+248
| +2% | +$3.88K | 0.09% | 88 |
|
|
2016
Q2 | $170K | Sell |
12,843
-803
| -6% | -$10.6K | 0.08% | 94 |
|
|
2016
Q1 | $184K | Sell |
13,646
-1,627
| -11% | -$21.9K | 0.08% | 94 |
|
|
2015
Q4 | $257K | Buy |
15,273
+4,980
| +48% | +$83.8K | 0.12% | 87 |
|
|
2015
Q3 | $160K | Buy |
10,293
+80
| +0.8% | +$1.24K | 0.08% | 86 |
|
|
2015
Q2 | $174K | Sell |
10,213
-208
| -2% | -$3.54K | 0.08% | 87 |
|
|
2015
Q1 | $160K | Sell |
10,421
-1,171
| -10% | -$18K | 0.07% | 87 |
|
|
2014
Q4 | $207K | Sell |
11,592
-315
| -3% | -$5.63K | 0.09% | 79 |
|
|
2014
Q3 | $203K | Sell |
11,907
-555
| -4% | -$9.46K | 0.1% | 80 |
|
|
2014
Q2 | $192K | Sell |
12,462
-876
| -7% | -$13.5K | 0.09% | 80 |
|
|
2014
Q1 | $229K | Buy |
13,338
+367
| +3% | +$6.3K | 0.11% | 73 |
|
|
2013
Q4 | $202K | Hold |
12,971
| – | – | 0.1% | 78 |
|
|
2013
Q3 | $179K | Buy |
12,971
+1,162
| +10% | +$16K | 0.1% | 76 |
|
|
2013
Q2 | $152K | Buy |
+11,809
| New | +$152K | 0.08% | 68 |
|