Valeo Financial Advisors’s Bank of America BAC Stock Holding History

Valeo Financial Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.4M	Buy	219,314 +13,536	+7%	+$641K	0.26%	46
2025 Q1	$8.59M	Sell	205,778 -27,660	-12%	-$1.15M	0.24%	48
2024 Q4	$8.63M	Buy	233,438 +2,798	+1%	+$103K	0.24%	47
2024 Q3	$7.69M	Buy	230,640 +1,265	+0.6%	+$42.2K	0.22%	56
2024 Q2	$7.65M	Buy	229,375 +34,181	+18%	+$1.14M	0.24%	52
2024 Q1	$7.48M	Sell	195,194 -2,780	-1%	-$107K	0.27%	49
2023 Q4	$6.67M	Buy	197,974 +2,565	+1%	+$86.4K	0.27%	53
2023 Q3	$5.35M	Sell	195,409 -9,813	-5%	-$269K	0.24%	57
2023 Q2	$5.89M	Buy	205,222 +8,491	+4%	+$244K	0.27%	50
2023 Q1	$5.63M	Buy	196,731 +14,562	+8%	+$416K	0.27%	57
2022 Q4	$6.03M	Buy	182,169 +19,138	+12%	+$634K	0.33%	46
2022 Q3	$4.92M	Buy	163,031 +6,470	+4%	+$195K	0.31%	45
2022 Q2	$4.87M	Sell	156,561 -1,136	-0.7%	-$35.4K	0.31%	54
2022 Q1	$6.5M	Buy	157,697 +17,589	+13%	+$725K	0.33%	44
2021 Q4	$6.23M	Buy	140,108 +3,343	+2%	+$149K	0.34%	42
2021 Q3	$5.81M	Buy	136,765 +9,056	+7%	+$384K	0.33%	41
2021 Q2	$5.27M	Buy	127,709 +4,631	+4%	+$191K	0.32%	46
2021 Q1	$4.76M	Buy	123,078 +11,677	+10%	+$452K	0.22%	58
2020 Q4	$3.38M	Buy	111,401 +8,580	+8%	+$260K	0.17%	69
2020 Q3	$2.48M	Sell	102,821 -3,399	-3%	-$81.9K	0.22%	72
2020 Q2	$2.52M	Buy	106,220 +4,553	+4%	+$108K	0.23%	68
2020 Q1	$2.52M	Buy	101,667 +6,513	+7%	+$161K	0.27%	54
2019 Q4	$3.35M	Buy	95,154 +3,104	+3%	+$109K	0.33%	48
2019 Q3	$2.69M	Sell	92,050 -3,355	-4%	-$97.9K	0.3%	55
2019 Q2	$2.77M	Buy	95,405 +4,247	+5%	+$123K	0.32%	51
2019 Q1	$2.52M	Sell	91,158 -10,041	-10%	-$277K	0.31%	56
2018 Q4	$2.49M	Sell	101,199 -2,529	-2%	-$62.3K	0.35%	50
2018 Q3	$2.85M	Buy	103,728 +5,925	+6%	+$163K	0.38%	49
2018 Q2	$2.99M	Sell	97,803 -299	-0.3%	-$9.14K	0.42%	45
2018 Q1	$2.94M	Sell	98,102 -2,730	-3%	-$81.9K	0.47%	40
2017 Q4	$2.98M	Buy	100,832 +14,162	+16%	+$418K	0.49%	46
2017 Q3	$2.2M	Buy	+86,670	New	+$2.2M	0.5%	45