Focus Partners Wealth’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
$17.6M Sell
14,505
-316
-2% -$384K 0.04% 385
2025
Q1
$18.3M Sell
14,821
-712
-5% -$881K 0.05% 346
2024
Q4
$18.8M Buy
15,533
+12,483
+409% +$15.1M 0.05% 331
2024
Q3
$673K Sell
3,050
-12,795
-81% -$2.82M ﹤0.01% 1044
2024
Q2
$19M Buy
+15,845
New +$19M 0.06% 255