EL
Essex LLC’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $450K | Buy |
9,503
+275
| +3% | +$13K | 0.09% | 115 |
|
2025
Q1 | $385K | Buy |
9,228
+7
| +0.1% | +$292 | 0.08% | 112 |
|
2024
Q4 | $405K | Buy |
+9,221
| New | +$405K | 0.09% | 112 |
|
2022
Q2 | – | Sell |
-5,899
| Closed | -$243K | – | 155 |
|
2022
Q1 | $243K | Buy |
5,899
+661
| +13% | +$27.2K | 0.07% | 149 |
|
2021
Q4 | $233K | Buy |
5,238
+160
| +3% | +$7.12K | 0.06% | 158 |
|
2021
Q3 | $216K | Buy |
+5,078
| New | +$216K | 0.06% | 161 |
|