Consolidated Planning Corp’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 | $349K | Sell |
7,381
-162
| -2% | -$7.67K | 0.04% | 149 |
|
|
2025
Q1 | $315K | Sell |
7,543
-549
| -7% | -$22.9K | 0.04% | 150 |
|
|
2024
Q4 | $356K | Buy |
8,092
+226
| +3% | +$9.93K | 0.05% | 151 |
|
|
2024
Q3 | $312K | Buy |
7,866
+479
| +6% | +$19K | 0.05% | 158 |
|
|
2024
Q2 | $294K | Hold |
7,387
| – | – | 0.05% | 143 |
|
|
2024
Q1 | $280K | Sell |
7,387
-671
| -8% | -$25.4K | 0.05% | 146 |
|
|
2023
Q4 | $271K | Buy |
+8,058
| New | +$271K | 0.05% | 134 |
|
|
2023
Q3 | – | Sell |
-7,753
| Closed | -$222K | – | 158 |
|
|
2023
Q2 | $222K | Sell |
7,753
-128,029
| -94% | -$3.67M | 0.05% | 150 |
|
|
2023
Q1 | $3.88M | Buy |
135,782
+22,852
| +20% | +$654K | 1.01% | 34 |
|
|
2022
Q4 | $3.74M | Buy |
112,930
+5,127
| +5% | +$170K | 1.04% | 31 |
|
|
2022
Q3 | $3.26M | Buy |
107,803
+16,612
| +18% | +$502K | 1.02% | 32 |
|
|
2022
Q2 | $2.84M | Buy |
91,191
+86,258
| +1,749% | +$2.69M | 0.89% | 40 |
|
|
2022
Q1 | $203K | Sell |
4,933
-232
| -4% | -$9.55K | 0.14% | 61 |
|
|
2021
Q4 | $230K | Hold |
5,165
| – | – | 0.15% | 59 |
|
|
2021
Q3 | $219K | Hold |
5,165
| – | – | 0.14% | 54 |
|
|
2021
Q2 | $212K | Buy |
+5,165
| New | +$212K | 0.16% | 55 |
|
|
2020
Q1 | – | Sell |
-10,193
| Closed | -$359K | – | 41 |
|
|
2019
Q4 | $359K | Buy |
+10,193
| New | +$359K | 0.35% | 26 |
|