VELA Investment Management’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 | $1.43M | Sell |
30,185
-2,757
| -8% | -$130K | 0.39% | 78 |
|
|
2025
Q1 | $1.37M | Hold |
32,942
| – | – | 0.43% | 74 |
|
|
2024
Q4 | $1.45M | Hold |
32,942
| – | – | 0.4% | 77 |
|
|
2024
Q3 | $1.31M | Buy |
32,942
+2,550
| +8% | +$101K | 0.4% | 78 |
|
|
2024
Q2 | $1.21M | Hold |
30,392
| – | – | 0.38% | 85 |
|
|
2024
Q1 | $1.15M | Sell |
30,392
-314
| -1% | -$11.9K | 0.39% | 78 |
|
|
2023
Q4 | $1.03M | Buy |
30,706
+10,994
| +56% | +$370K | 0.4% | 82 |
|
|
2023
Q3 | $540K | Buy |
19,712
+6,375
| +48% | +$175K | 0.24% | 109 |
|
|
2023
Q2 | $383K | Hold |
13,337
| – | – | 0.18% | 120 |
|
|
2023
Q1 | $381K | Sell |
13,337
-10,598
| -44% | -$303K | 0.17% | 123 |
|
|
2022
Q4 | $793K | Buy |
23,935
+4,339
| +22% | +$144K | 0.39% | 79 |
|
|
2022
Q3 | $592K | Buy |
19,596
+3,429
| +21% | +$104K | 0.34% | 91 |
|
|
2022
Q2 | $503K | Buy |
16,167
+1,848
| +13% | +$57.5K | 0.29% | 95 |
|
|
2022
Q1 | $590K | Sell |
14,319
-948
| -6% | -$39.1K | 0.37% | 75 |
|
|
2021
Q4 | $679K | Buy |
+15,267
| New | +$679K | 0.46% | 66 |
|