Wright Investors Service’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 | $4.59M | Buy |
96,930
+167
| +0.2% | +$7.9K | 1.38% | 17 |
|
|
2025
Q1 | $4.04M | Buy |
96,763
+10,346
| +12% | +$432K | 1.33% | 22 |
|
|
2024
Q4 | $3.8M | Buy |
86,417
+564
| +0.7% | +$24.8K | 1.23% | 22 |
|
|
2024
Q3 | $3.41M | Sell |
85,853
-239
| -0.3% | -$9.48K | 0.89% | 30 |
|
|
2024
Q2 | $3.42M | Buy |
86,092
+1,127
| +1% | +$44.8K | 0.9% | 30 |
|
|
2024
Q1 | $3.22M | Sell |
84,965
-621
| -0.7% | -$23.5K | 0.82% | 37 |
|
|
2023
Q4 | $2.88M | Sell |
85,586
-3,172
| -4% | -$107K | 0.81% | 41 |
|
|
2023
Q3 | $2.43M | Sell |
88,758
-1,666
| -2% | -$45.6K | 0.7% | 48 |
|
|
2023
Q2 | $2.59M | Sell |
90,424
-1,534
| -2% | -$44K | 0.73% | 47 |
|
|
2023
Q1 | $2.63M | Sell |
91,958
-24,879
| -21% | -$712K | 0.75% | 47 |
|
|
2022
Q4 | $3.87M | Sell |
116,837
-2,704
| -2% | -$89.6K | 1.11% | 28 |
|
|
2022
Q3 | $3.61M | Buy |
119,541
+471
| +0.4% | +$14.2K | 1.13% | 27 |
|
|
2022
Q2 | $3.71M | Sell |
119,070
-24,210
| -17% | -$754K | 1.06% | 27 |
|
|
2022
Q1 | $5.91M | Buy |
143,280
+5,209
| +4% | +$215K | 1.47% | 17 |
|
|
2021
Q4 | $6.14M | Buy |
138,071
+2,362
| +2% | +$105K | 1.55% | 14 |
|
|
2021
Q3 | $5.76M | Buy |
135,709
+15,472
| +13% | +$657K | 1.64% | 12 |
|
|
2021
Q2 | $4.96M | Buy |
120,237
+17,241
| +17% | +$711K | 1.35% | 17 |
|
|
2021
Q1 | $3.99M | Buy |
102,996
+20,141
| +24% | +$779K | 1.21% | 21 |
|
|
2020
Q4 | $2.51M | Buy |
82,855
+7,844
| +10% | +$238K | 0.86% | 37 |
|
|
2020
Q3 | $1.81M | Buy |
75,011
+1,204
| +2% | +$29K | 0.64% | 50 |
|
|
2020
Q2 | $1.75M | Sell |
73,807
-19,326
| -21% | -$459K | 0.67% | 46 |
|
|
2020
Q1 | $1.98M | Sell |
93,133
-20,542
| -18% | -$436K | 0.85% | 35 |
|
|
2019
Q4 | $4M | Sell |
113,675
-1,084
| -0.9% | -$38.2K | 1.37% | 19 |
|
|
2019
Q3 | $3.35M | Sell |
114,759
-22,381
| -16% | -$653K | 1.2% | 22 |
|
|
2019
Q2 | $3.98M | Sell |
137,140
-4,774
| -3% | -$138K | 1.52% | 16 |
|
|
2019
Q1 | $3.92M | Sell |
141,914
-27
| -0% | -$745 | 1.58% | 16 |
|
|
2018
Q4 | $3.5M | Sell |
141,941
-2,896
| -2% | -$71.3K | 1.5% | 19 |
|
|
2018
Q3 | $4.27M | Buy |
144,837
+36,033
| +33% | +$1.06M | 1.56% | 16 |
|
|
2018
Q2 | $3.07M | Sell |
108,804
-24,047
| -18% | -$678K | 1.22% | 25 |
|
|
2018
Q1 | $3.98M | Buy |
132,851
+9,777
| +8% | +$293K | 1.37% | 18 |
|
|
2017
Q4 | $3.63M | Buy |
123,074
+26,634
| +28% | +$786K | 1.22% | 21 |
|
|
2017
Q3 | $2.44M | Buy |
96,440
+26,570
| +38% | +$673K | 0.89% | 33 |
|
|
2017
Q2 | $1.7M | Buy |
69,870
+7,940
| +13% | +$193K | 0.64% | 45 |
|
|
2017
Q1 | $1.46M | Buy |
61,930
+4,420
| +8% | +$104K | 0.59% | 47 |
|
|
2016
Q4 | $1.27M | Buy |
57,510
+28,475
| +98% | +$629K | 0.55% | 55 |
|
|
2016
Q3 | $454K | Hold |
29,035
| – | – | 0.19% | 153 |
|
|
2016
Q2 | $385K | Hold |
29,035
| – | – | 0.16% | 170 |
|
|
2016
Q1 | $393K | Sell |
29,035
-6,031
| -17% | -$81.6K | 0.16% | 172 |
|
|
2015
Q4 | $590K | Sell |
35,066
-29,594
| -46% | -$498K | 0.22% | 157 |
|
|
2015
Q3 | $1.01M | Sell |
64,660
-15,720
| -20% | -$245K | 0.46% | 73 |
|
|
2015
Q2 | $1.37M | Buy |
80,380
+8,303
| +12% | +$141K | 0.65% | 45 |
|
|
2015
Q1 | $1.11M | Sell |
72,077
-7,229
| -9% | -$111K | 0.53% | 52 |
|
|
2014
Q4 | $1.42M | Buy |
79,306
+57,640
| +266% | +$1.03M | 0.7% | 35 |
|
|
2014
Q3 | $369K | Buy |
21,666
+5,246
| +32% | +$89.3K | 0.18% | 155 |
|
|
2014
Q2 | $252K | Sell |
16,420
-1,405
| -8% | -$21.6K | 0.11% | 188 |
|
|
2014
Q1 | $307K | Buy |
17,825
+150
| +0.8% | +$2.58K | 0.14% | 181 |
|
|
2013
Q4 | $275K | Buy |
17,675
+600
| +4% | +$9.34K | 0.12% | 189 |
|
|
2013
Q3 | $236K | Hold |
17,075
| – | – | 0.11% | 203 |
|
|
2013
Q2 | $220K | Buy |
+17,075
| New | +$220K | 0.1% | 200 |
|