Acima Private Wealth’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 | $33.4K | Buy |
+706
| New | +$33.4K | 0.01% | 155 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 240 |
|
|
2023
Q3 | – | Sell |
-2,697
| Closed | -$77.4K | – | 250 |
|
|
2023
Q2 | $77.4K | Hold |
2,697
| – | – | 0.04% | 157 |
|
|
2023
Q1 | $77.1K | Hold |
2,697
| – | – | 0.04% | 157 |
|
|
2022
Q4 | $89.3K | Hold |
2,697
| – | – | 0.05% | 143 |
|
|
2022
Q3 | $81.4K | Hold |
2,697
| – | – | 0.04% | 141 |
|
|
2022
Q2 | $84K | Hold |
2,697
| – | – | 0.04% | 145 |
|
|
2022
Q1 | $111K | Hold |
2,697
| – | – | 0.05% | 142 |
|
|
2021
Q4 | $120K | Sell |
2,697
-2,500
| -48% | -$111K | 0.05% | 142 |
|
|
2021
Q3 | $221K | Hold |
5,197
| – | – | 0.1% | 120 |
|
|
2021
Q2 | $214K | Hold |
5,197
| – | – | 0.1% | 121 |
|
|
2021
Q1 | $201K | Buy |
+5,197
| New | +$201K | 0.1% | 120 |
|