Atria Wealth Solutions’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 | – | Sell |
-178
| Closed | -$220K | – | 1486 |
|
|
2025
Q1 | $220K | Sell |
178
-17
| -9% | -$21K | ﹤0.01% | 1658 |
|
|
2024
Q4 | $238K | Hold |
195
| – | – | ﹤0.01% | 1676 |
|
|
2024
Q3 | $248K | Hold |
195
| – | – | ﹤0.01% | 1618 |
|
|
2024
Q2 | $233K | Hold |
195
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q1 | $233K | Hold |
195
| – | – | ﹤0.01% | 1710 |
|
|
2023
Q4 | $235K | Buy |
+195
| New | +$235K | ﹤0.01% | 1662 |
|