Alpha Family Trust’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 | $419K | Buy |
+8,860
| New | +$419K | 0.21% | 90 |
|
|
2023
Q4 | – | Sell |
-11,970
| Closed | -$328K | – | 146 |
|
|
2023
Q3 | $328K | Buy |
+11,970
| New | +$328K | 0.25% | 78 |
|
|
2023
Q2 | – | Sell |
-12,030
| Closed | -$344K | – | 127 |
|
|
2023
Q1 | $344K | Buy |
+12,030
| New | +$344K | 0.27% | 70 |
|
|
2022
Q4 | – | Sell |
-13,575
| Closed | -$410K | – | 120 |
|
|
2022
Q3 | $410K | Buy |
+13,575
| New | +$410K | 0.31% | 22 |
|