AFS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,105
| Closed | -$1.11M | – | 23 |
|
|
2023
Q4 | $1.11M | Sell |
33,105
-49,117
| -60% | -$1.65M | 1.05% | 15 |
|
|
2023
Q3 | $2.25M | Sell |
82,222
-2,190
| -3% | -$60K | 1.54% | 10 |
|
|
2023
Q2 | $2.42M | Sell |
84,412
-192
| -0.2% | -$5.51K | 1.57% | 10 |
|
|
2023
Q1 | $2.42M | Buy |
84,604
+34
| +0% | +$972 | 1.61% | 10 |
|
|
2022
Q4 | $2.8M | Buy |
+84,570
| New | +$2.8M | 1.99% | 9 |
|