Clarity Financial’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 |
-14,397
| Closed | -$571K | – | 121 |
|
|
2024
Q3 | $571K | Buy |
14,397
+6,495
| +82% | +$258K | 0.07% | 79 |
|
|
2024
Q2 | $314K | Buy |
7,902
+1,239
| +19% | +$49.3K | 0.05% | 90 |
|
|
2024
Q1 | $253K | Buy |
6,663
+190
| +3% | +$7.21K | 0.04% | 102 |
|
|
2023
Q4 | $218K | Buy |
+6,473
| New | +$218K | 0.04% | 101 |
|
|
2023
Q3 | – | Sell |
-7,080
| Closed | -$203K | – | 115 |
|
|
2023
Q2 | $203K | Buy |
+7,080
| New | +$203K | 0.03% | 113 |
|
|
2021
Q2 | – | Sell |
-13,896
| Closed | -$538K | – | 112 |
|
|
2021
Q1 | $538K | Buy |
+13,896
| New | +$538K | 0.11% | 76 |
|