Allie Family Office’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 |
-20,390
| Closed | -$676K | – | 84 |
|
|
2023
Q4 | $676K | Hold |
20,390
| – | – | 0.47% | 33 |
|
|
2023
Q3 | $553K | Hold |
20,390
| – | – | 0.45% | 30 |
|
|
2023
Q2 | $588K | Sell |
20,390
-50,000
| -71% | -$1.44M | 0.42% | 32 |
|
|
2023
Q1 | $632K | Buy |
70,390
+51,000
| +263% | +$458K | 0.47% | 36 |
|
|
2022
Q4 | $616K | Hold |
19,390
| – | – | 0.51% | 31 |
|
|
2022
Q3 | $592K | Hold |
19,390
| – | – | 0.51% | 31 |
|
|
2022
Q2 | $620K | Hold |
19,390
| – | – | 0.5% | 33 |
|
|
2022
Q1 | $813K | Buy |
+19,390
| New | +$813K | 0.62% | 27 |
|