Elevated Capital 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 | $412K | Hold |
9,874
| – | – | 0.12% | 205 |
|
|
2025
Q1 | $412K | Sell |
9,874
-278
| -3% | -$11.6K | 0.12% | 205 |
|
|
2024
Q4 | $446K | Buy |
10,152
+2,325
| +30% | +$102K | 0.12% | 202 |
|
|
2024
Q3 | $311K | Buy |
+7,827
| New | +$311K | 0.08% | 241 |
|
|
2021
Q1 | – | Sell |
-10,445
| Closed | -$317K | – | 161 |
|
|
2020
Q4 | $317K | Buy |
+10,445
| New | +$317K | 0.14% | 148 |
|