Vance Wealth’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 | $624K | Sell |
13,181
-386
| -3% | -$18.3K | 0.21% | 64 |
|
|
2025
Q1 | $566K | Buy |
13,567
+5
| +0% | +$209 | 0.21% | 59 |
|
|
2024
Q4 | $596K | Sell |
13,562
-1,438
| -10% | -$63.2K | 0.23% | 56 |
|
|
2024
Q3 | $595K | Buy |
15,000
+208
| +1% | +$8.25K | 0.23% | 55 |
|
|
2024
Q2 | $588K | Buy |
14,792
+135
| +0.9% | +$5.37K | 0.24% | 52 |
|
|
2024
Q1 | $556K | Sell |
14,657
-777
| -5% | -$29.5K | 0.22% | 49 |
|
|
2023
Q4 | $520K | Sell |
15,434
-117
| -0.8% | -$3.94K | 0.23% | 48 |
|
|
2023
Q3 | $426K | Sell |
15,551
-1,001
| -6% | -$27.4K | 0.2% | 51 |
|
|
2023
Q2 | $475K | Sell |
16,552
-4,000
| -19% | -$115K | 0.22% | 49 |
|
|
2023
Q1 | $588K | Buy |
20,552
+7,205
| +54% | +$206K | 0.32% | 39 |
|
|
2022
Q4 | $442K | Buy |
13,347
+2
| +0% | +$66 | 0.28% | 43 |
|
|
2022
Q3 | $403K | Buy |
13,345
+3
| +0% | +$91 | 0.31% | 39 |
|
|
2022
Q2 | $415K | Buy |
13,342
+2
| +0% | +$62 | 0.32% | 36 |
|
|
2022
Q1 | $550K | Sell |
13,340
-2,102
| -14% | -$86.7K | 0.7% | 23 |
|
|
2021
Q4 | $687K | Buy |
+15,442
| New | +$687K | 0.67% | 14 |
|