Cavalier Investments’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 | – | Sell |
-17,319
| Closed | -$687K | – | 77 |
|
|
2024
Q3 | $687K | Buy |
17,319
+1,035
| +6% | +$41.1K | 0.21% | 72 |
|
|
2024
Q2 | $648K | Buy |
16,284
+465
| +3% | +$18.5K | 0.2% | 69 |
|
|
2024
Q1 | $600K | Buy |
15,819
+849
| +6% | +$32.2K | 0.22% | 73 |
|
|
2023
Q4 | $504K | Buy |
14,970
+360
| +2% | +$12.1K | 0.19% | 84 |
|
|
2023
Q3 | $400K | Buy |
14,610
+524
| +4% | +$14.3K | 0.16% | 91 |
|
|
2023
Q2 | $404K | Buy |
14,086
+885
| +7% | +$25.4K | 0.15% | 94 |
|
|
2023
Q1 | $378K | Buy |
13,201
+740
| +6% | +$21.2K | 0.15% | 58 |
|
|
2022
Q4 | $413K | Sell |
12,461
-642
| -5% | -$21.3K | 0.15% | 94 |
|
|
2022
Q3 | $396K | Sell |
13,103
-1,118
| -8% | -$33.8K | 0.14% | 93 |
|
|
2022
Q2 | $443K | Buy |
14,221
+225
| +2% | +$7.01K | 0.15% | 93 |
|
|
2022
Q1 | $577K | Buy |
13,996
+1,027
| +8% | +$42.3K | 0.15% | 98 |
|
|
2021
Q4 | $577K | Buy |
+12,969
| New | +$577K | 0.15% | 93 |
|
|
2016
Q3 | – | Sell |
-15,199
| Closed | -$202K | – | 133 |
|
|
2016
Q2 | $202K | Sell |
15,199
-3,800
| -20% | -$50.5K | 0.12% | 113 |
|
|
2016
Q1 | $257K | Buy |
18,999
+1,684
| +10% | +$22.8K | 0.15% | 86 |
|
|
2015
Q4 | $291K | Buy |
+17,315
| New | +$291K | 0.17% | 87 |
|