Carr 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
10,386
+7
| +0.1% | +$331 | 0.15% | 98 |
|
|
2025
Q1 | $433K | Buy |
10,379
+1,168
| +13% | +$48.7K | 0.14% | 104 |
|
|
2024
Q4 | $405K | Sell |
9,211
-207
| -2% | -$9.1K | 0.13% | 117 |
|
|
2024
Q3 | $374K | Buy |
9,418
+6
| +0.1% | +$238 | 0.11% | 130 |
|
|
2024
Q2 | $374K | Buy |
9,412
+1,562
| +20% | +$62.1K | 0.12% | 129 |
|
|
2024
Q1 | $298K | Buy |
7,850
+17
| +0.2% | +$645 | 0.1% | 148 |
|
|
2023
Q4 | $264K | Sell |
7,833
-74
| -0.9% | -$2.49K | 0.1% | 144 |
|
|
2023
Q3 | $225K | Sell |
7,907
-1,295
| -14% | -$36.8K | 0.09% | 154 |
|
|
2023
Q2 | $264K | Buy |
+9,202
| New | +$264K | 0.11% | 144 |
|