Bruce G. Allen Investments’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
10,412
+789
| +8% | +$37.3K | 0.37% | 31 |
|
|
2025
Q1 | $402K | Sell |
9,623
-231
| -2% | -$9.64K | 0.32% | 39 |
|
|
2024
Q4 | $433K | Buy |
9,854
+619
| +7% | +$27.2K | 0.35% | 38 |
|
|
2024
Q3 | $366K | Sell |
9,235
-46
| -0.5% | -$1.83K | 0.28% | 46 |
|
|
2024
Q2 | $369K | Sell |
9,281
-808
| -8% | -$32.1K | 0.31% | 45 |
|
|
2024
Q1 | $383K | Sell |
10,089
-194
| -2% | -$7.36K | 0.31% | 45 |
|
|
2023
Q4 | $346K | Buy |
+10,283
| New | +$346K | 0.32% | 44 |
|