Fiduciary 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 | $483K | Hold |
10,201
| – | – | 0.16% | 51 |
|
|
2025
Q1 | $426K | Buy |
10,201
+1
| +0% | +$42 | 0.14% | 53 |
|
|
2024
Q4 | $448K | Buy |
+10,200
| New | +$448K | 0.15% | 53 |
|
|
2021
Q4 | – | Sell |
-7,426
| Closed | -$315K | – | 50 |
|
|
2021
Q3 | $315K | Buy |
+7,426
| New | +$315K | 0.17% | 55 |
|
|
2021
Q2 | – | Sell |
-1,105
| Closed | -$43K | – | 73 |
|
|
2021
Q1 | $43K | Buy |
1,105
+3
| +0.3% | +$117 | 0.07% | 82 |
|
|
2020
Q4 | $33K | Buy |
1,102
+4
| +0.4% | +$120 | 0.05% | 95 |
|
|
2020
Q3 | $26K | Buy |
+1,098
| New | +$26K | 0.04% | 82 |
|
|
2020
Q1 | – | Sell |
-7,095
| Closed | -$236K | – | 39 |
|
|
2019
Q4 | $236K | Buy |
+7,095
| New | +$236K | 0.22% | 53 |
|