Cove Private Wealth’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
1,425
-125
| -8% | -$152K | 0.61% | 38 |
|
|
2025
Q1 | $1.91M | Hold |
1,550
| – | – | 1.01% | 23 |
|
|
2024
Q4 | $1.89M | Hold |
1,550
| – | – | 1.13% | 23 |
|
|
2024
Q3 | $1.97M | Hold |
1,550
| – | – | 1.53% | 18 |
|
|
2024
Q2 | $1.85M | Hold |
1,550
| – | – | 1.48% | 17 |
|
|
2024
Q1 | $1.85M | Hold |
1,550
| – | – | 1.58% | 18 |
|
|
2023
Q4 | $1.87M | Buy |
+1,550
| New | +$1.87M | 1.77% | 17 |
|