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 |
|