Empire Financial Management Company’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 | $2.76M | Hold |
58,416
| – | – | 0.8% | 37 |
|
|
2025
Q1 | $2.44M | Hold |
58,416
| – | – | 0.75% | 39 |
|
|
2024
Q4 | $2.57M | Sell |
58,416
-1,532
| -3% | -$67.3K | 0.8% | 34 |
|
|
2024
Q3 | $2.38M | Sell |
59,948
-1,000
| -2% | -$39.7K | 0.73% | 43 |
|
|
2024
Q2 | $2.42M | Sell |
60,948
-3,000
| -5% | -$119K | 0.8% | 36 |
|
|
2024
Q1 | $2.42M | Sell |
63,948
-350
| -0.5% | -$13.3K | 0.8% | 35 |
|
|
2023
Q4 | $2.16M | Sell |
64,298
-7,035
| -10% | -$237K | 0.85% | 34 |
|
|
2023
Q3 | $1.95M | Sell |
71,333
-9,300
| -12% | -$255K | 0.85% | 32 |
|
|
2023
Q2 | $2.31M | Hold |
80,633
| – | – | 0.92% | 35 |
|
|
2023
Q1 | $2.31M | Buy |
+80,633
| New | +$2.31M | 0.94% | 34 |
|