DFPG Investments’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.17M | Buy |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $2.74M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $809K | Buy |
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|
2020
Q2 | $712K | Sell |
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|
2020
Q1 | $795K | Buy |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $908K | Buy |
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|
2019
Q2 | $936K | Buy |
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|
2019
Q1 | $753K | Buy |
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|
2018
Q4 | $629K | Buy |
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