Zuckerman Investment Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.56M Buy
2025
Q2
$713K Hold
2025
Q1
$628K Hold
2024
Q4
$696K Sell
2024
Q3
$614K Sell
2024
Q2
$2.19M Sell
2024
Q1
$2.09M Buy
2023
Q4
$928K Hold
2023
Q3
$755K Sell
2023
Q2
$963K Sell
2023
Q1
$5.18M Sell
2022
Q4
$7.31M Buy
2022
Q3
$5.26M Buy
2022
Q2
$4.79M Buy
2022
Q1
$6.06M Sell
2021
Q4
$6.55M Buy
2021
Q3
$6.19M Sell
2021
Q2
$6.05M Sell
2021
Q1
$5.99M Buy
2020
Q4
$4.52M Buy
2020
Q3
$3.4M Sell
2020
Q2
$3.37M Buy
2020
Q1
$377K Buy