Castleview 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
Q1 | – | Sell |
-1,118
| Closed | -$49.5K | – | 207 |
|
|
2024
Q4 | $49.5K | Buy |
1,118
+67
| +6% | +$2.97K | 0.03% | 340 |
|
|
2024
Q3 | $41.7K | Hold |
1,051
| – | – | 0.02% | 347 |
|
|
2024
Q2 | $41.8K | Sell |
1,051
-351
| -25% | -$14K | 0.02% | 351 |
|
|
2024
Q1 | $53.2K | Hold |
1,402
| – | – | 0.03% | 348 |
|
|
2023
Q4 | $47.2K | Buy |
1,402
+218
| +18% | +$7.34K | 0.03% | 302 |
|
|
2023
Q3 | $32.4K | Sell |
1,184
-100
| -8% | -$2.74K | 0.03% | 322 |
|
|
2023
Q2 | $36.8K | Buy |
1,284
+300
| +30% | +$8.61K | 0.03% | 300 |
|
|
2023
Q1 | $28.1K | Buy |
+984
| New | +$28.1K | 0.02% | 312 |
|
|
2022
Q4 | – | Sell |
-984
| Closed | -$30K | – | 658 |
|
|
2022
Q3 | $30K | Buy |
984
+884
| +884% | +$27K | 0.03% | 297 |
|
|
2022
Q2 | $9.62K | Sell |
100
-3,348
| -97% | -$322K | 0.01% | 459 |
|
|
2022
Q1 | $142K | Sell |
3,448
-75,096
| -96% | -$3.09M | 0.09% | 196 |
|
|
2021
Q4 | $1.77K | Buy |
+78,544
| New | +$1.77K | 0.01% | 300 |
|
|
2021
Q2 | $162K | Buy |
+3,933
| New | +$162K | 0.07% | 235 |
|
|
2018
Q1 | $883K | Buy |
+29,456
| New | +$883K | 0.73% | 32 |
|