Alan B. Lancz & Associates’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 | $690K | Hold |
14,578
| – | – | 0.69% | 35 |
|
|
2025
Q1 | $608K | Sell |
14,578
-1,350
| -8% | -$56.3K | 0.65% | 38 |
|
|
2024
Q4 | $700K | Sell |
15,928
-600
| -4% | -$26.4K | 0.71% | 32 |
|
|
2024
Q3 | $656K | Buy |
16,528
+1,350
| +9% | +$53.6K | 0.6% | 39 |
|
|
2024
Q2 | $604K | Buy |
+15,178
| New | +$604K | 0.6% | 38 |
|
|
2023
Q4 | $541K | Sell |
16,078
-700
| -4% | -$23.6K | 0.57% | 43 |
|
|
2023
Q3 | $459K | Hold |
16,778
| – | – | 0.52% | 50 |
|
|
2023
Q2 | $481K | Buy |
16,778
+2,100
| +14% | +$60.2K | 0.51% | 52 |
|
|
2023
Q1 | $420K | Hold |
14,678
| – | – | 0.44% | 68 |
|
|
2022
Q4 | $517K | Hold |
14,678
| – | – | 0.52% | 53 |
|
|
2022
Q3 | $443K | Hold |
14,678
| – | – | 0.53% | 51 |
|
|
2022
Q2 | $496K | Hold |
14,678
| – | – | 0.49% | 55 |
|
|
2022
Q1 | $605K | Buy |
14,678
+5,200
| +55% | +$214K | 0.53% | 53 |
|
|
2021
Q4 | $422K | Buy |
+9,478
| New | +$422K | 0.37% | 76 |
|