Embree Financial Group’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 | $4.34M | Buy |
91,732
+67
| +0.1% | +$3.17K | 0.65% | 33 |
|
|
2025
Q1 | $3.83M | Buy |
91,665
+386
| +0.4% | +$16.1K | 0.64% | 32 |
|
|
2024
Q4 | $4.01M | Sell |
91,279
-900
| -1% | -$39.6K | 0.69% | 30 |
|
|
2024
Q3 | $3.66M | Sell |
92,179
-321
| -0.3% | -$12.7K | 0.65% | 33 |
|
|
2024
Q2 | $3.68M | Sell |
92,500
-3,603
| -4% | -$143K | 0.71% | 28 |
|
|
2024
Q1 | $3.64M | Sell |
96,103
-3,998
| -4% | -$152K | 0.72% | 29 |
|
|
2023
Q4 | $3.37M | Buy |
+100,101
| New | +$3.37M | 0.71% | 30 |
|