D.A. Davidson & Co’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 | $893K | Hold |
736
| – | – | 0.01% | 848 |
|
|
2025
Q1 | $909K | Sell |
736
-76
| -9% | -$93.8K | 0.01% | 801 |
|
|
2024
Q4 | $990K | Buy |
812
+230
| +40% | +$280K | 0.01% | 771 |
|
|
2024
Q3 | $741K | Buy |
+582
| New | +$741K | 0.01% | 874 |
|
|
2017
Q1 | – | Sell |
-8
| Closed | -$9K | – | 2333 |
|
|
2016
Q4 | $9K | Hold |
8
| – | – | ﹤0.01% | 2137 |
|
|
2016
Q3 | $9K | Hold |
8
| – | – | ﹤0.01% | 2064 |
|
|
2016
Q2 | $9K | Buy |
8
+3
| +60% | +$3.38K | ﹤0.01% | 1975 |
|
|
2016
Q1 | $5K | Buy |
+5
| New | +$5K | ﹤0.01% | 2031 |
|