ZIM
Zacks Investment Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Buy |
2,239,401
+16,250
| +0.7% | +$769K | 0.91% | 25 |
|
|
2025
Q1 | $92.8M | Buy |
2,223,151
+36,571
| +2% | +$1.53M | 0.87% | 28 |
|
|
2024
Q4 | $96.1M | Sell |
2,186,580
-64,741
| -3% | -$2.85M | 0.89% | 29 |
|
|
2024
Q3 | $89.3M | Buy |
+2,251,321
| New | +$89.3M | 0.78% | 34 |
|
|
2024
Q2 | – | Sell |
-2,104,011
| Closed | -$79.8M | – | 636 |
|
|
2024
Q1 | $79.8M | Buy |
2,104,011
+121,640
| +6% | +$4.61M | 0.85% | 30 |
|
|
2023
Q4 | $66.7M | Sell |
1,982,371
-104,489
| -5% | -$3.52M | 0.82% | 32 |
|
|
2023
Q3 | $57.1M | Sell |
2,086,860
-3,561
| -0.2% | -$97.5K | 0.74% | 37 |
|
|
2023
Q2 | $60M | Buy |
2,090,421
+38,633
| +2% | +$1.11M | 0.75% | 38 |
|
|
2023
Q1 | $58.7M | Buy |
2,051,788
+80,389
| +4% | +$2.3M | 0.79% | 36 |
|
|
2022
Q4 | $65.3M | Buy |
1,971,399
+43,787
| +2% | +$1.45M | 0.91% | 31 |
|
|
2022
Q3 | $58.2M | Buy |
1,927,612
+26,213
| +1% | +$792K | 0.93% | 32 |
|
|
2022
Q2 | $59.2M | Buy |
1,901,399
+107,536
| +6% | +$3.35M | 0.9% | 34 |
|
|
2022
Q1 | $73.9M | Buy |
1,793,863
+335,202
| +23% | +$13.8M | 1.03% | 29 |
|
|
2021
Q4 | $64.9M | Buy |
1,458,661
+38,612
| +3% | +$1.72M | 0.91% | 30 |
|
|
2021
Q3 | $60.3M | Sell |
1,420,049
-144,677
| -9% | -$6.14M | 0.95% | 26 |
|
|
2021
Q2 | $64.5M | Buy |
1,564,726
+28,054
| +2% | +$1.16M | 1.04% | 26 |
|
|
2021
Q1 | $59.5M | Buy |
1,536,672
+15,924
| +1% | +$616K | 1.06% | 22 |
|
|
2020
Q4 | $46.1M | Sell |
1,520,748
-76,209
| -5% | -$2.31M | 0.85% | 38 |
|
|
2020
Q3 | $38.5M | Sell |
1,596,957
-27,348
| -2% | -$659K | 0.78% | 41 |
|
|
2020
Q2 | $38.4M | Buy |
1,624,305
+34,766
| +2% | +$822K | 0.84% | 42 |
|
|
2020
Q1 | $33.7M | Buy |
1,589,539
+427
| +0% | +$9.07K | 0.83% | 44 |
|
|
2019
Q4 | $56M | Buy |
1,589,112
+881,255
| +124% | +$31M | 1.05% | 32 |
|
|
2019
Q3 | $20.6M | Buy |
707,857
+76,003
| +12% | +$2.22M | 0.41% | 67 |
|
|
2019
Q2 | $18.3M | Sell |
631,854
-579
| -0.1% | -$16.8K | 0.38% | 69 |
|
|
2019
Q1 | $17.4M | Buy |
632,433
+123,619
| +24% | +$3.41M | 0.37% | 71 |
|
|
2018
Q4 | $12.5M | Sell |
508,814
-6,015
| -1% | -$148K | 0.3% | 79 |
|
|
2018
Q3 | $15.2M | Buy |
514,829
+4,832
| +0.9% | +$142K | 0.32% | 79 |
|
|
2018
Q2 | $14.4M | Sell |
509,997
-171,643
| -25% | -$4.84M | 0.31% | 83 |
|
|
2018
Q1 | $20.4M | Sell |
681,640
-8,453
| -1% | -$254K | 0.45% | 70 |
|
|
2017
Q4 | $20.4M | Sell |
690,093
-5,696
| -0.8% | -$168K | 0.44% | 65 |
|
|
2017
Q3 | $17.6M | Sell |
695,789
-13,058
| -2% | -$331K | 0.41% | 72 |
|
|
2017
Q2 | $17.2M | Sell |
708,847
-20,496
| -3% | -$497K | 0.43% | 71 |
|
|
2017
Q1 | $17.2M | Buy |
729,343
+104,193
| +17% | +$2.46M | 0.44% | 69 |
|
|
2016
Q4 | $13.8M | Sell |
625,150
-109,684
| -15% | -$2.42M | 0.4% | 70 |
|
|
2016
Q3 | $11.5M | Buy |
734,834
+429,894
| +141% | +$6.73M | 0.33% | 80 |
|
|
2016
Q2 | $4.05M | Buy |
304,940
+288,000
| +1,700% | +$3.82M | 0.12% | 147 |
|
|
2016
Q1 | $229K | Buy |
+16,940
| New | +$229K | 0.01% | 535 |
|
|
2015
Q1 | – | Sell |
-562,553
| Closed | -$10.1M | – | 623 |
|
|
2014
Q4 | $10.1M | Buy |
562,553
+4,062
| +0.7% | +$72.7K | 0.33% | 100 |
|
|
2014
Q3 | $9.52M | Sell |
558,491
-48,007
| -8% | -$818K | 0.33% | 94 |
|
|
2014
Q2 | $9.35M | Sell |
606,498
-319,497
| -35% | -$4.92M | 0.33% | 97 |
|
|
2014
Q1 | $15.9M | Buy |
925,995
+456,031
| +97% | +$7.84M | 0.59% | 51 |
|
|
2013
Q4 | $7.32M | Buy |
469,964
+277,563
| +144% | +$4.32M | 0.29% | 121 |
|
|
2013
Q3 | $2.66M | Buy |
+192,401
| New | +$2.66M | 0.11% | 161 |
|