Alpha Financial Partners’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 | $413K | Sell |
8,717
-447
| -5% | -$21.2K | 0.3% | 51 |
|
|
2025
Q1 | $382K | Buy |
9,164
+514
| +6% | +$21.4K | 0.31% | 42 |
|
|
2024
Q4 | $380K | Buy |
+8,650
| New | +$380K | 0.3% | 43 |
|
|
2024
Q3 | – | Sell |
-8,678
| Closed | -$345K | – | 112 |
|
|
2024
Q2 | $345K | Sell |
8,678
-210
| -2% | -$8.35K | 0.3% | 41 |
|
|
2024
Q1 | $337K | Buy |
8,888
+35
| +0.4% | +$1.33K | 0.31% | 42 |
|
|
2023
Q4 | $298K | Buy |
8,853
+682
| +8% | +$23K | 0.29% | 43 |
|
|
2023
Q3 | $224K | Sell |
8,171
-3,826
| -32% | -$105K | 0.26% | 72 |
|
|
2023
Q2 | $344K | Buy |
11,997
+652
| +6% | +$18.7K | 0.37% | 53 |
|
|
2023
Q1 | $324K | Buy |
11,345
+1,628
| +17% | +$46.6K | 0.36% | 52 |
|
|
2022
Q4 | $322K | Buy |
+9,717
| New | +$322K | 0.39% | 50 |
|