BFG
Barber Financial Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $596K | Buy |
20,837
+6
| +0% | +$172 | 0.11% | 69 |
|
|
2022
Q4 | $690K | Sell |
20,831
-130
| -0.6% | -$4.31K | 0.19% | 56 |
|
|
2022
Q3 | $633K | Buy |
20,961
+23
| +0.1% | +$695 | 0.18% | 58 |
|
|
2022
Q2 | $652K | Buy |
20,938
+291
| +1% | +$9.06K | 0.11% | 59 |
|
|
2022
Q1 | $851K | Buy |
20,647
+217
| +1% | +$8.94K | 0.11% | 57 |
|
|
2021
Q4 | $909K | Buy |
20,430
+612
| +3% | +$27.2K | 0.11% | 66 |
|
|
2021
Q3 | $841K | Sell |
19,818
-233
| -1% | -$9.89K | 0.11% | 64 |
|
|
2021
Q2 | $827K | Buy |
20,051
+62
| +0.3% | +$2.56K | 0.11% | 60 |
|
|
2021
Q1 | $773K | Buy |
19,989
+1
| +0% | +$39 | 0.11% | 68 |
|
|
2020
Q4 | $606K | Sell |
19,988
-263
| -1% | -$7.97K | 0.11% | 71 |
|
|
2020
Q3 | $488K | Sell |
20,251
-19
| -0.1% | -$458 | 0.11% | 71 |
|
|
2020
Q2 | $481K | Sell |
20,270
-188
| -0.9% | -$4.46K | 0.12% | 67 |
|
|
2020
Q1 | $434K | Buy |
20,458
+808
| +4% | +$17.1K | 0.14% | 64 |
|
|
2019
Q4 | $692K | Hold |
19,650
| – | – | 0.14% | 74 |
|
|
2019
Q3 | $573K | Hold |
19,650
| – | – | 0.12% | 78 |
|
|
2019
Q2 | $570K | Buy |
19,650
+2,500
| +15% | +$72.5K | 0.13% | 77 |
|
|
2019
Q1 | $473K | Buy |
17,150
+360
| +2% | +$9.93K | 0.09% | 81 |
|
|
2018
Q4 | $414K | Buy |
16,790
+165
| +1% | +$4.07K | 0.09% | 84 |
|
|
2018
Q3 | $490K | Hold |
16,625
| – | – | 0.12% | 74 |
|
|
2018
Q2 | $469K | Hold |
16,625
| – | – | 0.14% | 78 |
|
|
2018
Q1 | $499K | Sell |
16,625
-100
| -0.6% | -$3K | 0.13% | 79 |
|
|
2017
Q4 | $494K | Buy |
16,725
+200
| +1% | +$5.91K | 0.13% | 72 |
|
|
2017
Q3 | $419K | Sell |
16,525
-1,821
| -10% | -$46.2K | 0.12% | 62 |
|
|
2017
Q2 | $445K | Buy |
18,346
+2
| +0% | +$49 | 0.14% | 48 |
|
|
2017
Q1 | $433K | Buy |
18,344
+1
| +0% | +$24 | 0.15% | 48 |
|
|
2016
Q4 | $405K | Buy |
+18,343
| New | +$405K | 0.15% | 54 |
|