BEI
Benjamin Edwards Inc’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
113,448
+21,084
| +23% | +$998K | 0.07% | 265 |
|
|
2025
Q1 | $3.85M | Sell |
92,364
-12,965
| -12% | -$541K | 0.05% | 301 |
|
|
2024
Q4 | $4.63M | Sell |
105,329
-2,819
| -3% | -$124K | 0.07% | 268 |
|
|
2024
Q3 | $4.29M | Buy |
108,148
+104,668
| +3,008% | +$4.15M | 0.06% | 288 |
|
|
2024
Q2 | $138K | Sell |
3,480
-14,206
| -80% | -$563K | 0.03% | 382 |
|
|
2024
Q1 | $671K | Sell |
17,686
-9,258
| -34% | -$351K | 0.13% | 176 |
|
|
2023
Q4 | $907K | Sell |
26,944
-28,213
| -51% | -$950K | 0.2% | 140 |
|
|
2023
Q3 | $1.51M | Buy |
55,157
+45,506
| +472% | +$1.25M | 0.36% | 78 |
|
|
2023
Q2 | $277K | Sell |
9,651
-20
| -0.2% | -$574 | 0.06% | 233 |
|
|
2023
Q1 | $277K | Buy |
9,671
+1,545
| +19% | +$44.3K | 0.07% | 231 |
|
|
2022
Q4 | $269K | Buy |
8,126
+623
| +8% | +$20.6K | 0.07% | 232 |
|
|
2022
Q3 | $227K | Buy |
7,503
+622
| +9% | +$18.8K | 0.07% | 237 |
|
|
2022
Q2 | $214K | Buy |
6,881
+1,133
| +20% | +$35.2K | 0.06% | 256 |
|
|
2022
Q1 | $237K | Buy |
5,748
+2,837
| +97% | +$117K | 0.07% | 259 |
|
|
2021
Q4 | $130K | Buy |
2,911
+1,835
| +171% | +$81.9K | 0.04% | 313 |
|
|
2021
Q3 | $46K | Buy |
+1,076
| New | +$46K | 0.03% | 314 |
|
|
2020
Q4 | – | Sell |
-1,746
| Closed | -$42K | – | 372 |
|
|
2020
Q3 | $42K | Buy |
+1,746
| New | +$42K | 0.03% | 236 |
|