Vishria Bird Financial Group’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 | $251K | Hold |
5,308
| – | – | 0.08% | 82 |
|
|
2025
Q1 | $222K | Hold |
5,308
| – | – | 0.08% | 78 |
|
|
2024
Q4 | $233K | Sell |
5,308
-739
| -12% | -$32.4K | 0.08% | 77 |
|
|
2024
Q3 | $240K | Hold |
6,047
| – | – | 0.09% | 77 |
|
|
2024
Q2 | $240K | Sell |
6,047
-155
| -2% | -$6.15K | 0.1% | 60 |
|
|
2024
Q1 | $235K | Buy |
6,202
+178
| +3% | +$6.75K | 0.1% | 61 |
|
|
2023
Q4 | $203K | Buy |
+6,024
| New | +$203K | 0.1% | 58 |
|
|
2023
Q1 | – | Sell |
-7,473
| Closed | -$247K | – | 56 |
|
|
2022
Q4 | $247K | Hold |
7,473
| – | – | 0.17% | 51 |
|
|
2022
Q3 | $226K | Hold |
7,473
| – | – | 0.15% | 50 |
|
|
2022
Q2 | $233K | Hold |
7,473
| – | – | 0.16% | 52 |
|
|
2022
Q1 | $308K | Buy |
7,473
+51
| +0.7% | +$2.1K | 0.17% | 46 |
|
|
2021
Q4 | $330K | Hold |
7,422
| – | – | 0.15% | 51 |
|
|
2021
Q3 | $315K | Sell |
7,422
-96
| -1% | -$4.07K | 0.17% | 49 |
|
|
2021
Q2 | $310K | Sell |
7,518
-206,781
| -96% | -$8.53M | 0.15% | 49 |
|
|
2021
Q1 | $8.29M | Sell |
214,299
-5,807
| -3% | -$225K | 4.57% | 8 |
|
|
2020
Q4 | $6.67M | Buy |
220,106
+2,172
| +1% | +$65.8K | 3.8% | 11 |
|
|
2020
Q3 | $5.25M | Buy |
217,934
+3,935
| +2% | +$94.8K | 3.3% | 12 |
|
|
2020
Q2 | $5.08M | Sell |
213,999
-2,206
| -1% | -$52.4K | 3.97% | 11 |
|
|
2020
Q1 | $4.59M | Buy |
216,205
+10,514
| +5% | +$223K | 4.81% | 10 |
|
|
2019
Q4 | $7.24M | Buy |
+205,691
| New | +$7.24M | 7.03% | 3 |
|
|
2019
Q3 | – | Sell |
-202,560
| Closed | -$5.87M | – | 54 |
|
|
2019
Q2 | $5.87M | Buy |
202,560
+8,657
| +4% | +$251K | 5.86% | 6 |
|
|
2019
Q1 | $5.35M | Sell |
193,903
-3,120
| -2% | -$86.1K | 5.41% | 6 |
|
|
2018
Q4 | $4.86M | Sell |
197,023
-242
| -0.1% | -$5.96K | 5.37% | 7 |
|
|
2018
Q3 | $5.81M | Buy |
197,265
+8
| +0% | +$236 | 4.98% | 9 |
|
|
2018
Q2 | $5.56M | Buy |
+197,257
| New | +$5.56M | 5.16% | 9 |
|