Elevation 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 | $146K | Buy |
3,094
+2
| +0.1% | +$95 | 0.06% | 137 |
|
|
2025
Q1 | $129K | Buy |
3,092
+2
| +0.1% | +$83 | 0.06% | 141 |
|
|
2024
Q4 | $136K | Buy |
3,090
+3
| +0.1% | +$132 | 0.06% | 139 |
|
|
2024
Q3 | $123K | Buy |
3,087
+2,685
| +668% | +$107K | 0.05% | 146 |
|
|
2024
Q2 | $16K | Buy |
402
+5
| +1% | +$199 | 0.01% | 306 |
|
|
2024
Q1 | $15K | Sell |
397
-743
| -65% | -$28.2K | 0.01% | 320 |
|
|
2023
Q4 | $31.2K | Buy |
1,140
+750
| +192% | +$20.5K | 0.02% | 241 |
|
|
2023
Q3 | $10.7K | Buy |
390
+2
| +0.5% | +$55 | 0.01% | 242 |
|
|
2023
Q2 | $11.1K | Sell |
388
-1,369
| -78% | -$39.2K | 0.01% | 245 |
|
|
2023
Q1 | $50.2K | Buy |
+1,757
| New | +$50.2K | 0.05% | 153 |
|