Family Management’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28K | Buy |
+6
| New | +$7.28K | ﹤0.01% | 213 |
|
|
2024
Q4 | – | Sell |
-6
| Closed | -$7.64K | – | 193 |
|
|
2024
Q3 | $7.64K | Hold |
6
| – | – | ﹤0.01% | 185 |
|
|
2024
Q2 | $7.18K | Hold |
6
| – | – | ﹤0.01% | 172 |
|
|
2024
Q1 | $7.16K | Hold |
6
| – | – | ﹤0.01% | 173 |
|
|
2023
Q4 | $7.23K | Hold |
6
| – | – | ﹤0.01% | 161 |
|
|
2023
Q3 | $6.67K | Buy |
+6
| New | +$6.67K | ﹤0.01% | 152 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$7.01K | – | 164 |
|
|
2023
Q1 | $7.01K | Hold |
6
| – | – | ﹤0.01% | 150 |
|
|
2022
Q4 | $6.96K | Hold |
6
| – | – | ﹤0.01% | 171 |
|
|
2022
Q3 | $7K | Hold |
6
| – | – | ﹤0.01% | 150 |
|
|
2022
Q2 | $7K | Hold |
6
| – | – | ﹤0.01% | 165 |
|
|
2022
Q1 | $8K | Hold |
6
| – | – | ﹤0.01% | 166 |
|
|
2021
Q4 | $9K | Buy |
+6
| New | +$9K | ﹤0.01% | 177 |
|