Capstone Triton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $311K | Sell |
7,087
-33
| -0.5% | -$1.45K | 0.19% | 89 |
|
|
2024
Q3 | $283K | Sell |
7,120
-397
| -5% | -$15.8K | 0.18% | 93 |
|
|
2024
Q2 | $299K | Buy |
7,517
+11
| +0.1% | +$437 | 0.21% | 86 |
|
|
2024
Q1 | $285K | Buy |
7,506
+6
| +0.1% | +$228 | 0.2% | 89 |
|
|
2023
Q4 | $253K | Buy |
+7,500
| New | +$253K | 0.18% | 94 |
|
|
2023
Q1 | – | Sell |
-7,111
| Closed | -$236K | – | 102 |
|
|
2022
Q4 | $236K | Buy |
+7,111
| New | +$236K | 0.19% | 86 |
|
|
2021
Q1 | – | Sell |
-403
| Closed | -$12K | – | 139 |
|
|
2020
Q4 | $12K | Buy |
+403
| New | +$12K | 0.01% | 324 |
|