Zuckerman Investment 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 | $713K | Hold |
15,060
| – | – | 0.07% | 93 |
|
|
2025
Q1 | $628K | Hold |
15,060
| – | – | 0.07% | 99 |
|
|
2024
Q4 | $696K | Sell |
15,060
-401
| -3% | -$18.5K | 0.07% | 91 |
|
|
2024
Q3 | $614K | Sell |
15,461
-39,599
| -72% | -$1.57M | 0.06% | 95 |
|
|
2024
Q2 | $2.19M | Sell |
55,060
-2
| -0% | -$80 | 0.25% | 51 |
|
|
2024
Q1 | $2.09M | Buy |
55,062
+27,502
| +100% | +$1.04M | 0.24% | 54 |
|
|
2023
Q4 | $928K | Hold |
27,560
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $755K | Sell |
27,560
-6,000
| -18% | -$164K | 0.11% | 65 |
|
|
2023
Q2 | $963K | Sell |
33,560
-147,542
| -81% | -$4.23M | 0.14% | 58 |
|
|
2023
Q1 | $5.18M | Sell |
181,102
-39,711
| -18% | -$1.14M | 0.79% | 41 |
|
|
2022
Q4 | $7.31M | Buy |
220,813
+46,689
| +27% | +$1.55M | 1.16% | 32 |
|
|
2022
Q3 | $5.26M | Buy |
174,124
+20,162
| +13% | +$609K | 0.99% | 39 |
|
|
2022
Q2 | $4.79M | Buy |
153,962
+6,876
| +5% | +$214K | 0.87% | 40 |
|
|
2022
Q1 | $6.06M | Sell |
147,086
-119
| -0.1% | -$4.91K | 0.98% | 36 |
|
|
2021
Q4 | $6.55M | Buy |
147,205
+1,380
| +0.9% | +$61.4K | 1.02% | 40 |
|
|
2021
Q3 | $6.19M | Sell |
145,825
-855
| -0.6% | -$36.3K | 1.03% | 39 |
|
|
2021
Q2 | $6.05M | Sell |
146,680
-8,230
| -5% | -$339K | 0.95% | 42 |
|
|
2021
Q1 | $5.99M | Buy |
154,910
+5,931
| +4% | +$229K | 0.98% | 38 |
|
|
2020
Q4 | $4.52M | Buy |
148,979
+7,920
| +6% | +$240K | 0.83% | 43 |
|
|
2020
Q3 | $3.4M | Sell |
141,059
-643
| -0.5% | -$15.5K | 0.75% | 43 |
|
|
2020
Q2 | $3.37M | Buy |
141,702
+123,954
| +698% | +$2.94M | 0.8% | 41 |
|
|
2020
Q1 | $377K | Buy |
+17,748
| New | +$377K | 0.11% | 54 |
|