Capital Advisory Group Advisory Services’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
Q2 | – | Sell |
-220
| Closed | -$9K | – | 233 |
|
2022
Q1 | $9K | Buy |
+220
| New | +$9K | ﹤0.01% | 377 |
|
2021
Q4 | – | Sell |
-397
| Closed | -$17K | – | 199 |
|
2021
Q3 | $17K | Hold |
397
| – | – | 0.01% | 346 |
|
2021
Q2 | $16K | Hold |
397
| – | – | 0.01% | 353 |
|
2021
Q1 | $15K | Hold |
397
| – | – | 0.01% | 341 |
|
2020
Q4 | $12K | Hold |
397
| – | – | 0.01% | 349 |
|
2020
Q3 | $10K | Hold |
397
| – | – | 0.01% | 314 |
|
2020
Q2 | $9K | Hold |
397
| – | – | 0.01% | 310 |
|
2020
Q1 | $8K | Buy |
+397
| New | +$8K | 0.01% | 253 |
|
2019
Q4 | – | Sell |
-397
| Closed | -$12K | – | 217 |
|
2019
Q3 | $12K | Hold |
397
| – | – | 0.01% | 257 |
|
2019
Q2 | $12K | Hold |
397
| – | – | 0.01% | 262 |
|
2019
Q1 | $11K | Hold |
397
| – | – | 0.01% | 263 |
|
2018
Q4 | $10K | Buy |
+397
| New | +$10K | 0.01% | 239 |
|