Evelyn V. Moreno’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.82M | Sell |
83,657
-130,527
| -61% | -$4.39M | 1.33% | 23 |
|
|
2023
Q3 | $5.86M | Sell |
214,184
-32,195
| -13% | -$881K | 1.28% | 28 |
|
|
2023
Q2 | $7.07M | Buy |
246,379
+3,520
| +1% | +$101K | 1.51% | 22 |
|
|
2023
Q1 | $6.95M | Buy |
242,859
+12,699
| +6% | +$363K | 1.57% | 22 |
|
|
2022
Q4 | $7.62M | Buy |
230,160
+116,898
| +103% | +$3.87M | 1.76% | 14 |
|
|
2022
Q3 | $3.42M | Sell |
113,262
-117,913
| -51% | -$3.56M | 1.54% | 12 |
|
|
2022
Q2 | $7.2M | Sell |
231,175
-15,590
| -6% | -$485K | 1.68% | 16 |
|
|
2022
Q1 | $10.2M | Buy |
246,765
+5,006
| +2% | +$206K | 2.06% | 12 |
|
|
2021
Q4 | $10.8M | Buy |
241,759
+45,304
| +23% | +$2.02M | 2.15% | 14 |
|
|
2021
Q3 | $8.34M | Buy |
196,455
+6,483
| +3% | +$275K | 1.96% | 21 |
|
|
2021
Q2 | $7.83M | Sell |
189,972
-14,458
| -7% | -$596K | 1.84% | 26 |
|
|
2021
Q1 | $7.91M | Buy |
204,430
+815
| +0.4% | +$31.5K | 1.89% | 22 |
|
|
2020
Q4 | $6.17M | Buy |
203,615
+9,885
| +5% | +$300K | 1.53% | 31 |
|
|
2020
Q3 | $4.67M | Buy |
193,730
+3,050
| +2% | +$73.5K | 1.26% | 37 |
|
|
2020
Q2 | $4.53M | Buy |
190,680
+4,515
| +2% | +$107K | 1.32% | 37 |
|
|
2020
Q1 | $3.95M | Buy |
186,165
+4,250
| +2% | +$90.2K | 1.34% | 38 |
|
|
2019
Q4 | $6.41M | Buy |
181,915
+3,240
| +2% | +$114K | 1.72% | 28 |
|
|
2019
Q3 | $5.21M | Buy |
+178,675
| New | +$5.21M | 1.43% | 36 |
|