Wealth Alliance’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 | $1.62M | Buy |
34,150
+2,318
| +7% | +$110K | 0.18% | 113 |
|
|
2025
Q1 | $1.33M | Buy |
31,832
+6,218
| +24% | +$259K | 0.16% | 127 |
|
|
2024
Q4 | $1.13M | Buy |
25,614
+6,560
| +34% | +$288K | 0.13% | 150 |
|
|
2024
Q3 | $756K | Sell |
19,054
-379
| -2% | -$15K | 0.09% | 199 |
|
|
2024
Q2 | $773K | Sell |
19,433
-506
| -3% | -$20.1K | 0.1% | 181 |
|
|
2024
Q1 | $756K | Sell |
19,939
-1,034
| -5% | -$39.2K | 0.1% | 194 |
|
|
2023
Q4 | $706K | Buy |
20,973
+1,604
| +8% | +$54K | 0.1% | 197 |
|
|
2023
Q3 | $530K | Buy |
19,369
+2,545
| +15% | +$69.7K | 0.08% | 230 |
|
|
2023
Q2 | $483K | Sell |
16,824
-5,595
| -25% | -$161K | 0.07% | 255 |
|
|
2023
Q1 | $641K | Buy |
22,419
+3,609
| +19% | +$103K | 0.1% | 203 |
|
|
2022
Q4 | $623K | Sell |
18,810
-2,264
| -11% | -$75K | 0.11% | 199 |
|
|
2022
Q3 | $636K | Sell |
21,074
-1,534
| -7% | -$46.3K | 0.13% | 182 |
|
|
2022
Q2 | $704K | Buy |
22,608
+2,219
| +11% | +$69.1K | 0.14% | 165 |
|
|
2022
Q1 | $840K | Sell |
20,389
-3,681
| -15% | -$152K | 0.17% | 137 |
|
|
2021
Q4 | $1.07M | Sell |
24,070
-927
| -4% | -$41.2K | 0.22% | 110 |
|
|
2021
Q3 | $1.06M | Sell |
24,997
-3,369
| -12% | -$143K | 0.24% | 97 |
|
|
2021
Q2 | $1.17M | Sell |
28,366
-259
| -0.9% | -$10.7K | 0.28% | 83 |
|
|
2021
Q1 | $1.11M | Sell |
28,625
-730
| -2% | -$28.3K | 0.31% | 72 |
|
|
2020
Q4 | $890K | Buy |
29,355
+169
| +0.6% | +$5.12K | 0.26% | 90 |
|
|
2020
Q3 | $703K | Buy |
29,186
+5,957
| +26% | +$143K | 0.25% | 103 |
|
|
2020
Q2 | $552K | Buy |
23,229
+5,733
| +33% | +$136K | 0.22% | 121 |
|
|
2020
Q1 | $371K | Sell |
17,496
-2,768
| -14% | -$58.7K | 0.2% | 134 |
|
|
2019
Q4 | $714K | Buy |
+20,264
| New | +$714K | 0.51% | 52 |
|