ERn Financial LLC’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 | $208K | Sell |
4,387
-17,276
| -80% | -$817K | 0.04% | 140 |
|
2025
Q1 | $904K | Sell |
21,663
-316
| -1% | -$13.2K | 0.14% | 101 |
|
2024
Q4 | $966K | Buy |
21,979
+709
| +3% | +$31.2K | 0.14% | 102 |
|
2024
Q3 | $844K | Sell |
21,270
-748
| -3% | -$29.7K | 0.13% | 108 |
|
2024
Q2 | $876K | Buy |
22,018
+336
| +2% | +$13.4K | 0.15% | 104 |
|
2024
Q1 | $822K | Buy |
21,682
+143
| +0.7% | +$5.42K | 0.14% | 102 |
|
2023
Q4 | $683K | Buy |
+21,539
| New | +$683K | 0.13% | 105 |
|