West Oak Capital’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 | $1.32K | Hold |
2,785
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $1.16K | Sell |
2,785
-1,000
| -26% | -$417 | 0.04% | 137 |
|
|
2024
Q4 | $1.66M | Hold |
3,785
| – | – | 0.06% | 122 |
|
|
2024
Q3 | $1.5K | Hold |
3,785
| – | – | 0.03% | 127 |
|
|
2024
Q2 | $151K | Hold |
3,785
| – | – | 0.06% | 134 |
|
|
2024
Q1 | $144K | Hold |
3,785
| – | – | 0.06% | 139 |
|
|
2023
Q4 | $124K | Buy |
3,785
+300
| +9% | +$9.83K | 0.06% | 142 |
|
|
2023
Q3 | $95K | Hold |
3,485
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $100K | Sell |
3,485
-2,700
| -44% | -$77.5K | 0.05% | 147 |
|
|
2023
Q1 | $177K | Buy |
6,185
+1,800
| +41% | +$51.5K | 0.09% | 119 |
|
|
2022
Q4 | $145K | Sell |
4,385
-1,300
| -23% | -$43K | 0.08% | 122 |
|
|
2022
Q3 | $172K | Buy |
5,685
+1,300
| +30% | +$39.3K | 0.09% | 118 |
|
|
2022
Q2 | $137K | Sell |
4,385
-1,545
| -26% | -$48.3K | 0.07% | 127 |
|
|
2022
Q1 | $244K | Buy |
5,930
+2,650
| +81% | +$109K | 0.11% | 120 |
|
|
2021
Q4 | $146K | Sell |
3,280
-185
| -5% | -$8.24K | 0.05% | 143 |
|
|
2021
Q3 | $147K | Hold |
3,465
| – | – | 0.06% | 138 |
|
|
2021
Q2 | $143K | Buy |
3,465
+1,000
| +41% | +$41.3K | 0.06% | 141 |
|
|
2021
Q1 | $95K | Hold |
2,465
| – | – | 0.04% | 153 |
|
|
2020
Q4 | $75K | Sell |
2,465
-1,080
| -30% | -$32.9K | 0.03% | 165 |
|
|
2020
Q3 | $85K | Sell |
3,545
-1,135
| -24% | -$27.2K | 0.05% | 140 |
|
|
2020
Q2 | $111K | Buy |
4,680
+415
| +10% | +$9.84K | 0.06% | 127 |
|
|
2020
Q1 | $91K | Hold |
4,265
| – | – | 0.06% | 135 |
|
|
2019
Q4 | $150K | Sell |
4,265
-1,150
| -21% | -$40.4K | 0.08% | 124 |
|
|
2019
Q3 | $158K | Sell |
5,415
-1,354
| -20% | -$39.5K | 0.09% | 118 |
|
|
2019
Q2 | $196K | Buy |
6,769
+500
| +8% | +$14.5K | 0.12% | 111 |
|
|
2019
Q1 | $173K | Hold |
6,269
| – | – | 0.11% | 115 |
|
|
2018
Q4 | $154K | Sell |
6,269
-1,000
| -14% | -$24.6K | 0.11% | 114 |
|
|
2018
Q3 | $214K | Hold |
7,269
| – | – | 0.12% | 109 |
|
|
2018
Q2 | $205K | Sell |
7,269
-500
| -6% | -$14.1K | 0.12% | 107 |
|
|
2018
Q1 | $233K | Sell |
7,769
-20
| -0.3% | -$600 | 0.14% | 110 |
|
|
2017
Q4 | $230K | Buy |
7,789
+405
| +5% | +$12K | 0.14% | 109 |
|
|
2017
Q3 | $187K | Buy |
7,384
+130
| +2% | +$3.29K | 0.11% | 120 |
|
|
2017
Q2 | $176K | Sell |
7,254
-1,051
| -13% | -$25.5K | 0.11% | 125 |
|
|
2017
Q1 | $196K | Buy |
8,305
+4,351
| +110% | +$103K | 0.12% | 118 |
|
|
2016
Q4 | $87.4K | Buy |
3,954
+1,535
| +63% | +$33.9K | 0.06% | 150 |
|
|
2016
Q3 | $37.9K | Buy |
2,419
+250
| +12% | +$3.91K | 0.03% | 196 |
|
|
2016
Q2 | $28.8K | Buy |
2,169
+100
| +5% | +$1.33K | 0.02% | 203 |
|
|
2016
Q1 | $28K | Buy |
2,069
+515
| +33% | +$6.96K | 0.02% | 172 |
|
|
2015
Q4 | $26.2K | Hold |
1,554
| – | – | 0.02% | 177 |
|
|
2015
Q3 | $24.2K | Hold |
1,554
| – | – | 0.02% | 178 |
|
|
2015
Q2 | $26.4K | Sell |
1,554
-9,100
| -85% | -$155K | 0.02% | 174 |
|
|
2015
Q1 | $164K | Sell |
10,654
-5,257
| -33% | -$80.9K | 0.12% | 112 |
|
|
2014
Q4 | $285K | Sell |
15,911
-1,643
| -9% | -$29.4K | 0.21% | 87 |
|
|
2014
Q3 | $299K | Buy |
17,554
+500
| +3% | +$8.53K | 0.22% | 87 |
|
|
2014
Q2 | $262K | Sell |
17,054
-400
| -2% | -$6.15K | 0.19% | 91 |
|
|
2014
Q1 | $300K | Buy |
17,454
+241
| +1% | +$4.15K | 0.22% | 86 |
|
|
2013
Q4 | $268K | Buy |
17,213
+100
| +0.6% | +$1.56K | 0.2% | 85 |
|
|
2013
Q3 | $236K | Buy |
17,113
+1,459
| +9% | +$20.1K | 0.18% | 88 |
|
|
2013
Q2 | $201K | Buy |
+15,654
| New | +$201K | 0.17% | 98 |
|