Vaughan David Investments’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
5,960
-3,048
| -34% | -$144K | 0.01% | 201 |
|
|
2025
Q1 | $376K | Sell |
9,008
-650
| -7% | -$27.1K | 0.01% | 164 |
|
|
2024
Q4 | $424K | Sell |
9,658
-4,475
| -32% | -$196K | 0.01% | 163 |
|
|
2024
Q3 | $561K | Sell |
14,133
-1,940
| -12% | -$77K | 0.01% | 152 |
|
|
2024
Q2 | $639K | Sell |
16,073
-2,011
| -11% | -$80K | 0.02% | 145 |
|
|
2024
Q1 | $686K | Sell |
18,084
-1,712
| -9% | -$64.9K | 0.02% | 149 |
|
|
2023
Q4 | $667K | Hold |
19,796
| – | – | 0.02% | 140 |
|
|
2023
Q3 | $542K | Buy |
19,796
+180
| +0.9% | +$4.93K | 0.02% | 147 |
|
|
2023
Q2 | $563K | Buy |
19,616
+117
| +0.6% | +$3.36K | 0.02% | 150 |
|
|
2023
Q1 | $558K | Sell |
19,499
-831
| -4% | -$23.8K | 0.02% | 149 |
|
|
2022
Q4 | $673K | Buy |
20,330
+1,410
| +7% | +$46.7K | 0.02% | 137 |
|
|
2022
Q3 | $571K | Sell |
18,920
-113
| -0.6% | -$3.41K | 0.02% | 143 |
|
|
2022
Q2 | $592K | Buy |
19,033
+198
| +1% | +$6.16K | 0.02% | 141 |
|
|
2022
Q1 | $776K | Sell |
18,835
-70
| -0.4% | -$2.88K | 0.02% | 131 |
|
|
2021
Q4 | $841K | Sell |
18,905
-4
| -0% | -$178 | 0.02% | 131 |
|
|
2021
Q3 | $803K | Sell |
18,909
-1
| -0% | -$42 | 0.03% | 130 |
|
|
2021
Q2 | $780K | Sell |
18,910
-2,000
| -10% | -$82.5K | 0.02% | 136 |
|
|
2021
Q1 | $809K | Sell |
20,910
-319
| -2% | -$12.3K | 0.03% | 128 |
|
|
2020
Q4 | $643K | Buy |
21,229
+161
| +0.8% | +$4.88K | 0.02% | 129 |
|
|
2020
Q3 | $508K | Buy |
21,068
+309
| +1% | +$7.45K | 0.02% | 131 |
|
|
2020
Q2 | $493K | Buy |
20,759
+83
| +0.4% | +$1.97K | 0.02% | 132 |
|
|
2020
Q1 | $439K | Sell |
20,676
-3,971
| -16% | -$84.3K | 0.02% | 132 |
|
|
2019
Q4 | $868K | Sell |
24,647
-401
| -2% | -$14.1K | 0.03% | 118 |
|
|
2019
Q3 | $731K | Sell |
25,048
-761
| -3% | -$22.2K | 0.03% | 129 |
|
|
2019
Q2 | $748K | Buy |
25,809
+528
| +2% | +$15.3K | 0.03% | 125 |
|
|
2019
Q1 | $698K | Sell |
25,281
-680
| -3% | -$18.8K | 0.03% | 126 |
|
|
2018
Q4 | $640K | Buy |
25,961
+500
| +2% | +$12.3K | 0.03% | 124 |
|
|
2018
Q3 | $750K | Hold |
25,461
| – | – | 0.03% | 116 |
|
|
2018
Q2 | $718K | Hold |
25,461
| – | – | 0.03% | 115 |
|
|
2018
Q1 | $764K | Sell |
25,461
-429
| -2% | -$12.9K | 0.04% | 111 |
|
|
2017
Q4 | $764K | Buy |
25,890
+151
| +0.6% | +$4.46K | 0.04% | 108 |
|
|
2017
Q3 | $652K | Hold |
25,739
| – | – | 0.03% | 114 |
|
|
2017
Q2 | $624K | Buy |
25,739
+278
| +1% | +$6.74K | 0.03% | 115 |
|
|
2017
Q1 | $601K | Buy |
25,461
+9,726
| +62% | +$230K | 0.03% | 114 |
|
|
2016
Q4 | $348K | Sell |
15,735
-744
| -5% | -$16.5K | 0.02% | 130 |
|
|
2016
Q3 | $258K | Buy |
16,479
+45
| +0.3% | +$705 | 0.01% | 143 |
|
|
2016
Q2 | $218K | Sell |
16,434
-150
| -0.9% | -$1.99K | 0.01% | 147 |
|
|
2016
Q1 | $224K | Buy |
16,584
+500
| +3% | +$6.75K | 0.01% | 151 |
|
|
2015
Q4 | $271K | Sell |
16,084
-4,377
| -21% | -$73.7K | 0.02% | 137 |
|
|
2015
Q3 | $319K | Sell |
20,461
-1,699
| -8% | -$26.5K | 0.02% | 128 |
|
|
2015
Q2 | $377K | Buy |
22,160
+1,699
| +8% | +$28.9K | 0.02% | 120 |
|
|
2015
Q1 | $315K | Hold |
20,461
| – | – | 0.02% | 132 |
|
|
2014
Q4 | $366K | Buy |
20,461
+3,592
| +21% | +$64.3K | 0.02% | 128 |
|
|
2014
Q3 | $288K | Sell |
16,869
-1,000
| -6% | -$17.1K | 0.02% | 133 |
|
|
2014
Q2 | $275K | Buy |
17,869
+1,000
| +6% | +$15.4K | 0.02% | 138 |
|
|
2014
Q1 | $290K | Sell |
16,869
-600
| -3% | -$10.3K | 0.02% | 132 |
|
|
2013
Q4 | $272K | Sell |
17,469
-482
| -3% | -$7.51K | 0.02% | 132 |
|
|
2013
Q3 | $248K | Buy |
17,951
+580
| +3% | +$8.01K | 0.02% | 135 |
|
|
2013
Q2 | $223K | Buy |
+17,371
| New | +$223K | 0.02% | 135 |
|