Fogel Capital Management’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 | $484K | Sell |
10,230
-306,676
| -97% | -$14.5M | 0.26% | 33 |
|
|
2025
Q1 | $13.2M | Sell |
316,906
-797
| -0.3% | -$33.3K | 7.11% | 5 |
|
|
2024
Q4 | $14M | Buy |
317,703
+4,393
| +1% | +$193K | 7.02% | 4 |
|
|
2024
Q3 | $12.4M | Sell |
313,310
-7,131
| -2% | -$283K | 6.41% | 5 |
|
|
2024
Q2 | $12.7M | Sell |
320,441
-2,513
| -0.8% | -$99.9K | 6.79% | 3 |
|
|
2024
Q1 | $12M | Buy |
+322,954
| New | +$12M | 7.07% | 4 |
|