Fee-Only Financial Planning’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 | $1.64M | Hold |
34,617
| – | – | 1.01% | 13 |
|
|
2025
Q1 | $1.44M | Sell |
34,617
-300
| -0.9% | -$12.5K | 0.99% | 13 |
|
|
2024
Q4 | $1.53M | Sell |
34,917
-200
| -0.6% | -$8.79K | 0.99% | 13 |
|
|
2024
Q3 | $1.39M | Hold |
35,117
| – | – | 0.89% | 13 |
|
|
2024
Q2 | $1.4M | Hold |
35,117
| – | – | 0.94% | 13 |
|
|
2024
Q1 | $1.33M | Sell |
35,117
-800
| -2% | -$30.3K | 0.9% | 13 |
|
|
2023
Q4 | $1.21M | Hold |
35,917
| – | – | 0.87% | 13 |
|
|
2023
Q3 | $983K | Hold |
35,917
| – | – | 0.79% | 14 |
|
|
2023
Q2 | $1.03M | Hold |
35,917
| – | – | 0.79% | 14 |
|
|
2023
Q1 | $1.03M | Hold |
35,917
| – | – | 0.83% | 14 |
|
|
2022
Q4 | $1.19M | Buy |
+35,917
| New | +$1.19M | 1% | 14 |
|