VisionPoint Advisory 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 | $507K | Buy |
+10,719
| New | +$507K | 0.11% | 186 |
|
|
2025
Q1 | – | Sell |
-1,571
| Closed | -$69.6K | – | 216 |
|
|
2024
Q4 | $69.6K | Buy |
+1,571
| New | +$69.6K | 0.02% | 259 |
|
|
2024
Q3 | – | Sell |
-1,886
| Closed | -$75K | – | 283 |
|
|
2024
Q2 | $75K | Sell |
1,886
-309
| -14% | -$12.3K | 0.03% | 232 |
|
|
2024
Q1 | $83.2K | Sell |
2,195
-493
| -18% | -$18.7K | 0.03% | 223 |
|
|
2023
Q4 | $90.5K | Sell |
2,688
-1,330
| -33% | -$44.8K | 0.03% | 195 |
|
|
2023
Q3 | $110K | Buy |
4,018
+1,147
| +40% | +$31.4K | 0.05% | 184 |
|
|
2023
Q2 | $82.4K | Buy |
+2,871
| New | +$82.4K | 0.03% | 186 |
|
|
2020
Q1 | – | Sell |
-9,204
| Closed | -$324K | – | 119 |
|
|
2019
Q4 | $324K | Sell |
9,204
-1,899
| -17% | -$66.8K | 0.13% | 81 |
|
|
2019
Q3 | $315K | Sell |
11,103
-1,384
| -11% | -$39.3K | 0.09% | 93 |
|
|
2019
Q2 | $362K | Buy |
+12,487
| New | +$362K | 0.1% | 81 |
|
|
2019
Q1 | – | Sell |
-14,375
| Closed | -$354K | – | 132 |
|
|
2018
Q4 | $354K | Buy |
+14,375
| New | +$354K | 0.11% | 72 |
|