Canopy Partners’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 | $1.62M | Sell |
34,224
-494
| -1% | -$23.4K | 0.59% | 36 |
|
|
2025
Q1 | $1.45M | Buy |
34,718
+1,479
| +4% | +$61.7K | 0.56% | 40 |
|
|
2024
Q4 | $1.46M | Buy |
33,239
+1,865
| +6% | +$82K | 0.56% | 39 |
|
|
2024
Q3 | $1.24M | Buy |
31,374
+42
| +0.1% | +$1.67K | 0.54% | 34 |
|
|
2024
Q2 | $1.25M | Buy |
31,332
+186
| +0.6% | +$7.4K | 0.58% | 32 |
|
|
2024
Q1 | $1.18M | Buy |
31,146
+2,408
| +8% | +$91.3K | 0.58% | 33 |
|
|
2023
Q4 | $968K | Buy |
+28,738
| New | +$968K | 0.59% | 37 |
|