Financial Advisory Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-132,353
| Closed | -$4.46M | – | 69 |
|
|
2023
Q4 | $4.46M | Buy |
132,353
+8,578
| +7% | +$289K | 1.62% | 16 |
|
|
2023
Q3 | $3.39M | Sell |
123,775
-2,021
| -2% | -$55.3K | 1.37% | 37 |
|
|
2023
Q2 | $3.61M | Buy |
125,796
+27,527
| +28% | +$790K | 1.39% | 38 |
|
|
2023
Q1 | $2.81M | Sell |
98,269
-799
| -0.8% | -$22.9K | 1.11% | 46 |
|
|
2022
Q4 | $3.28M | Sell |
99,068
-398
| -0.4% | -$13.2K | 1.35% | 39 |
|
|
2022
Q3 | $3M | Buy |
99,466
+736
| +0.7% | +$22.2K | 1.31% | 42 |
|
|
2022
Q2 | $3.07M | Buy |
98,730
+4,313
| +5% | +$134K | 1.27% | 44 |
|
|
2022
Q1 | $3.89M | Buy |
94,417
+980
| +1% | +$40.4K | 1.44% | 30 |
|
|
2021
Q4 | $4.16M | Buy |
+93,437
| New | +$4.16M | 1.52% | 27 |
|