FCMC
Founders Capital Management (Connecticut)’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
2,293
-64
| -3% | -$77.6K | 0.47% | 33 |
|
|
2025
Q1 | $2.91M | Sell |
2,357
-17
| -0.7% | -$21K | 0.54% | 30 |
|
|
2024
Q4 | $2.89M | Sell |
2,374
-63
| -3% | -$76.8K | 0.51% | 31 |
|
|
2024
Q3 | $3.1M | Hold |
2,437
| – | – | 0.54% | 32 |
|
|
2024
Q2 | $2.92M | Hold |
2,437
| – | – | 0.52% | 33 |
|
|
2024
Q1 | $2.91M | Sell |
2,437
-119
| -5% | -$142K | 0.54% | 33 |
|
|
2023
Q4 | $3.08M | Sell |
2,556
-99
| -4% | -$119K | 0.63% | 32 |
|
|
2023
Q3 | $2.95M | Sell |
2,655
-9
| -0.3% | -$10K | 0.67% | 30 |
|
|
2023
Q2 | $3.12M | Sell |
2,664
-137
| -5% | -$161K | 0.7% | 30 |
|
|
2023
Q1 | $3.27M | Sell |
2,801
-15
| -0.5% | -$17.5K | 0.81% | 27 |
|
|
2022
Q4 | $3.27M | Buy |
2,816
+283
| +11% | +$328K | 0.88% | 28 |
|
|
2022
Q3 | $2.97M | Sell |
2,533
-9
| -0.4% | -$10.6K | 0.83% | 27 |
|
|
2022
Q2 | $3.06M | Hold |
2,542
| – | – | 0.78% | 29 |
|
|
2022
Q1 | $3.34M | Sell |
2,542
-66
| -3% | -$86.6K | 0.72% | 29 |
|
|
2021
Q4 | $3.77M | Buy |
+2,608
| New | +$3.77M | 0.82% | 28 |
|
|
2021
Q3 | – | Sell |
-3,306
| Closed | -$4.68M | – | 64 |
|
|
2021
Q2 | $4.68M | Sell |
3,306
-344
| -9% | -$487K | 1.13% | 22 |
|
|
2021
Q1 | $5.1M | Sell |
3,650
-132
| -3% | -$185K | 1.28% | 20 |
|
|
2020
Q4 | $5.74M | Sell |
3,782
-122
| -3% | -$185K | 1.66% | 18 |
|
|
2020
Q3 | $5.81M | Sell |
3,904
-6
| -0.2% | -$8.93K | 1.84% | 18 |
|
|
2020
Q2 | $5.25M | Sell |
3,910
-232
| -6% | -$311K | 1.8% | 18 |
|
|
2020
Q1 | $5.24M | Buy |
4,142
+75
| +2% | +$95K | 2.08% | 18 |
|
|
2019
Q4 | $5.89M | Buy |
+4,067
| New | +$5.89M | 1.94% | 19 |
|