Clayton 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 | – | Sell |
-5,894
| Closed | -$246K | – | 37 |
|
|
2025
Q1 | $246K | Hold |
5,894
| – | – | 0.09% | 98 |
|
|
2024
Q4 | $259K | Sell |
5,894
-87
| -1% | -$3.82K | 0.09% | 97 |
|
|
2024
Q3 | $237K | Buy |
5,981
+647
| +12% | +$25.7K | 0.09% | 106 |
|
|
2024
Q2 | $202K | Hold |
5,334
| – | – | 0.09% | 103 |
|
|
2024
Q1 | $202K | Buy |
+5,334
| New | +$202K | 0.09% | 102 |
|