Destiny Wealth Partners’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 | $434K | Buy |
9,172
+2,497
| +37% | +$118K | 0.06% | 128 |
|
|
2025
Q1 | $279K | Sell |
6,675
-121
| -2% | -$5.05K | 0.04% | 137 |
|
|
2024
Q4 | $299K | Buy |
6,796
+98
| +1% | +$4.31K | 0.05% | 134 |
|
|
2024
Q3 | $266K | Buy |
6,698
+349
| +5% | +$13.8K | 0.05% | 138 |
|
|
2024
Q2 | $252K | Buy |
6,349
+37
| +0.6% | +$1.47K | 0.05% | 138 |
|
|
2024
Q1 | $239K | Sell |
6,312
-755
| -11% | -$28.6K | 0.04% | 140 |
|
|
2023
Q4 | $239K | Sell |
7,067
-748
| -10% | -$25.3K | 0.04% | 143 |
|
|
2023
Q3 | $214K | Buy |
+7,815
| New | +$214K | 0.04% | 156 |
|
|
2023
Q1 | – | Sell |
-3,976
| Closed | -$132K | – | 221 |
|
|
2022
Q4 | $132K | Buy |
3,976
+1,017
| +34% | +$33.7K | 0.03% | 209 |
|
|
2022
Q3 | $89K | Hold |
2,959
| – | – | 0.02% | 234 |
|
|
2022
Q2 | $92K | Buy |
2,959
+559
| +23% | +$17.4K | 0.02% | 239 |
|
|
2022
Q1 | $99K | Buy |
2,400
+101
| +4% | +$4.17K | 0.02% | 244 |
|
|
2021
Q4 | $102K | Hold |
2,299
| – | – | 0.02% | 226 |
|
|
2021
Q3 | $98K | Buy |
+2,299
| New | +$98K | 0.02% | 215 |
|
|
2021
Q2 | – | Sell |
-2,378
| Closed | -$92K | – | 211 |
|
|
2021
Q1 | $92K | Buy |
2,378
+111
| +5% | +$4.29K | 0.02% | 208 |
|
|
2020
Q4 | $69K | Buy |
+2,267
| New | +$69K | 0.01% | 260 |
|