Cornerstone Planning 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 | $129K | Buy |
2,820
+15
| +0.5% | +$684 | 0.03% | 117 |
|
|
2025
Q1 | $109K | Buy |
2,805
+1,004
| +56% | +$38.9K | 0.03% | 133 |
|
|
2024
Q4 | $84.8K | Buy |
1,801
+102
| +6% | +$4.8K | 0.02% | 124 |
|
|
2024
Q3 | $72.3K | Sell |
1,699
-2,070
| -55% | -$88K | 0.02% | 145 |
|
|
2024
Q2 | $138K | Buy |
3,769
+2,964
| +368% | +$109K | 0.04% | 111 |
|
|
2024
Q1 | $30K | Sell |
805
-49
| -6% | -$1.83K | 0.01% | 237 |
|
|
2023
Q4 | $28.8K | Sell |
854
-76
| -8% | -$2.56K | 0.01% | 269 |
|
|
2023
Q3 | $25.5K | Sell |
930
-483
| -34% | -$13.2K | 0.01% | 276 |
|
|
2023
Q2 | $40.5K | Buy |
+1,413
| New | +$40.5K | 0.02% | 277 |
|
|
2022
Q4 | $69.1K | Buy |
+2,079
| New | +$69.1K | 0.03% | 215 |
|