Ameritas Advisory Services’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $267K | Sell |
220
-335
| -60% | -$406K | 0.01% | 658 |
|
2025
Q1 | $682K | Sell |
555
-15
| -3% | -$18.4K | 0.03% | 491 |
|
2024
Q4 | $695K | Hold |
570
| – | – | 0.02% | 498 |
|
2024
Q3 | $726K | Hold |
570
| – | – | 0.03% | 453 |
|
2024
Q2 | $682K | Hold |
570
| – | – | 0.03% | 505 |
|
2024
Q1 | $676K | Hold |
570
| – | – | 0.03% | 475 |
|
2023
Q4 | $687K | Hold |
570
| – | – | 0.04% | 360 |
|
2023
Q3 | $623K | Buy |
570
+380
| +200% | +$415K | 0.03% | 450 |
|
2023
Q2 | $219K | Sell |
190
-380
| -67% | -$439K | 0.03% | 502 |
|
2023
Q1 | $669K | Sell |
570
-190
| -25% | -$223K | 0.03% | 412 |
|
2022
Q4 | $882K | Buy |
+760
| New | +$882K | 0.04% | 386 |
|
2022
Q3 | – | Sell |
-585
| Closed | -$705K | – | 759 |
|
2022
Q2 | $705K | Hold |
585
| – | – | 0.04% | 364 |
|
2022
Q1 | $768K | Buy |
+585
| New | +$768K | 0.03% | 394 |
|