Baron Financial Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,068
Closed -$64.4K 66
2022
Q2
$64.4K Buy
2,068
+1
+0% +$31 0.04% 73
2022
Q1
$85.2K Buy
2,067
+251
+14% +$10.3K 0.05% 71
2021
Q4
$80.8K Hold
1,816
0.05% 73
2021
Q3
$77.1K Sell
1,816
-99
-5% -$4.2K 0.05% 73
2021
Q2
$79K Buy
1,915
+1
+0.1% +$41 0.05% 74
2021
Q1
$74.1K Sell
1,914
-100
-5% -$3.87K 0.05% 79
2020
Q4
$61K Sell
2,014
-49
-2% -$1.49K 0.05% 81
2020
Q3
$49.7K Buy
+2,063
New +$49.7K 0.05% 85