Alpha Financial Advisors’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 | $351K | Buy |
7,417
+73
| +1% | +$3.45K | 0.14% | 37 |
|
|
2025
Q1 | $306K | Buy |
7,344
+1,996
| +37% | +$83.3K | 0.14% | 33 |
|
|
2024
Q4 | $235K | Sell |
5,348
-26
| -0.5% | -$1.14K | 0.11% | 45 |
|
|
2024
Q3 | $213K | Buy |
5,374
+10
| +0.2% | +$397 | 0.09% | 46 |
|
|
2024
Q2 | $213K | Hold |
5,364
| – | – | 0.1% | 40 |
|
|
2024
Q1 | $203K | Buy |
+5,364
| New | +$203K | 0.1% | 43 |
|
|
2023
Q4 | – | Sell |
-12,103
| Closed | -$331K | – | 42 |
|
|
2023
Q3 | $331K | Hold |
12,103
| – | – | 0.21% | 29 |
|
|
2023
Q2 | $347K | Buy |
+12,103
| New | +$347K | 0.22% | 28 |
|