Consolidated Planning Corp’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $526K | Buy |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $3.88M | Buy |
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|
2022
Q4 | $3.74M | Buy |
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|
2022
Q3 | $3.26M | Buy |
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|
2022
Q2 | $2.84M | Buy |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $359K | Buy |
|