Vest 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 | $3.6M | Sell |
76,102
-198,301
| -72% | -$9.38M | 0.05% | 213 |
|
|
2025
Q1 | $11.5M | Sell |
274,403
-496,478
| -64% | -$20.7M | 0.18% | 125 |
|
|
2024
Q4 | $33.9M | Buy |
770,881
+75,157
| +11% | +$3.3M | 0.6% | 94 |
|
|
2024
Q3 | $27.6M | Buy |
695,724
+133,475
| +24% | +$5.3M | 0.53% | 101 |
|
|
2024
Q2 | $22.4M | Buy |
562,249
+57,426
| +11% | +$2.28M | 0.54% | 97 |
|
|
2024
Q1 | $19.1M | Buy |
504,823
+122,776
| +32% | +$4.66M | 0.51% | 87 |
|
|
2023
Q4 | $12.9M | Buy |
382,047
+63,192
| +20% | +$2.13M | 0.48% | 100 |
|
|
2023
Q3 | $8.73M | Buy |
318,855
+139,924
| +78% | +$3.83M | 0.48% | 101 |
|
|
2023
Q2 | $5.14M | Buy |
178,931
+130,414
| +269% | +$3.74M | 0.48% | 101 |
|
|
2023
Q1 | $1.39M | Buy |
48,517
+36,549
| +305% | +$1.05M | 0.19% | 100 |
|
|
2022
Q4 | $396K | Buy |
+11,968
| New | +$396K | 0.06% | 69 |
|