First Personal Financial Services’s Bank of America BAC Stock Holding History

First Personal Financial Services’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$239	Buy	+6	New	+$239	﹤0.01%	446
2022 Q4	–	Sell	-3	Closed	–	–	396
2022 Q3	$0	Hold	3	–	–	﹤0.01%	428
2022 Q2	$0	Sell	3 -500	-99%	–	﹤0.01%	328
2022 Q1	$21K	Sell	503 -1,000	-67%	-$41.8K	﹤0.01%	242
2021 Q4	$67K	Buy	1,503 +3	+0.2%	+$134	0.02%	174
2021 Q3	$64K	Sell	1,500 -210	-12%	-$8.96K	0.02%	173
2021 Q2	$71K	Buy	1,710 +210	+14%	+$8.72K	0.02%	170
2021 Q1	$58K	Hold	1,500	–	–	0.02%	181
2020 Q4	$45K	Hold	1,500	–	–	0.01%	191
2020 Q3	$36K	Hold	1,500	–	–	0.01%	202
2020 Q2	$36K	Sell	1,500 -640	-30%	-$15.4K	0.01%	204
2020 Q1	$45K	Sell	2,140 -6,666	-76%	-$140K	0.02%	189
2019 Q4	$310K	Hold	8,806	–	–	0.1%	101
2019 Q3	$257K	Sell	8,806 -339	-4%	-$9.89K	0.08%	116
2019 Q2	$265K	Buy	9,145 +451	+5%	+$13.1K	0.08%	151
2019 Q1	$240K	Sell	8,694 -12,273	-59%	-$339K	0.07%	155
2018 Q4	$517K	Buy	20,967 +2,185	+12%	+$53.9K	0.18%	106
2018 Q3	$553K	Sell	18,782 -350	-2%	-$10.3K	0.17%	111
2018 Q2	$539K	Sell	19,132 -25,879	-57%	-$729K	0.18%	108
2018 Q1	$1.35M	Sell	45,011 -6,032	-12%	-$181K	0.3%	83
2017 Q4	$1.51M	Sell	51,043 -1,670	-3%	-$49.3K	0.29%	85
2017 Q3	$1.34M	Sell	52,713 -200	-0.4%	-$5.07K	0.28%	84
2017 Q2	$1.28M	Buy	52,913 +1,670	+3%	+$40.5K	0.28%	85
2017 Q1	$1.21M	Sell	51,243 -1,498	-3%	-$35.3K	0.29%	83
2016 Q4	$1.17M	Buy	52,741 +26,497	+101%	+$585K	0.31%	80
2016 Q3	$411K	Buy	26,244 +12,508	+91%	+$196K	0.12%	124
2016 Q2	$182K	Sell	13,736 -528	-4%	-$7K	0.06%	154
2016 Q1	$193K	Buy	14,264 +3,000	+27%	+$40.6K	0.1%	118
2015 Q4	$190K	Buy	11,264 +10,022	+807%	+$169K	0.11%	115
2015 Q3	$20K	Hold	1,242	–	–	0.01%	233
2015 Q2	$22K	Buy	1,242 +529	+74%	+$9.37K	0.01%	222
2015 Q1	$11K	Hold	713	–	–	0.01%	268
2014 Q4	$12K	Buy	+713	New	+$12K	0.01%	244