DHJJ Financial Advisors’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 | $89.4K | Hold |
1,888
| – | – | 0.03% | 266 |
|
|
2025
Q1 | $78.8K | Hold |
1,888
| – | – | 0.03% | 251 |
|
|
2024
Q4 | $83K | Sell |
1,888
-202
| -10% | -$8.88K | 0.03% | 244 |
|
|
2024
Q3 | $82.9K | Hold |
2,090
| – | – | 0.03% | 241 |
|
|
2024
Q2 | $83.1K | Hold |
2,090
| – | – | 0.04% | 224 |
|
|
2024
Q1 | $79.3K | Hold |
2,090
| – | – | 0.04% | 218 |
|
|
2023
Q4 | $70.4K | Hold |
2,090
| – | – | 0.03% | 221 |
|
|
2023
Q3 | $57.2K | Buy |
+2,090
| New | +$57.2K | 0.03% | 227 |
|