Founders Financial Securities’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 | $564K | Sell |
11,918
-256
| -2% | -$12.1K | 0.04% | 321 |
|
|
2025
Q1 | $484K | Buy |
12,174
+3,268
| +37% | +$130K | 0.04% | 320 |
|
|
2024
Q4 | $391K | Buy |
8,906
+1,041
| +13% | +$45.8K | 0.04% | 341 |
|
|
2024
Q3 | $312K | Sell |
7,865
-5,272
| -40% | -$209K | 0.03% | 363 |
|
|
2024
Q2 | $522K | Buy |
13,137
+5,390
| +70% | +$214K | 0.05% | 279 |
|
|
2024
Q1 | $294K | Sell |
7,747
-99
| -1% | -$3.75K | 0.03% | 325 |
|
|
2023
Q4 | $264K | Sell |
7,846
-246
| -3% | -$8.28K | 0.03% | 319 |
|
|
2023
Q3 | $222K | Buy |
8,092
+343
| +4% | +$9.39K | 0.03% | 295 |
|
|
2023
Q2 | $222K | Buy |
+7,749
| New | +$222K | 0.03% | 290 |
|
|
2023
Q1 | – | Sell |
-39,524
| Closed | -$1.31M | – | 321 |
|
|
2022
Q4 | $1.31M | Buy |
39,524
+3,853
| +11% | +$128K | 0.21% | 103 |
|
|
2022
Q3 | $1.08M | Buy |
35,671
+3,563
| +11% | +$108K | 0.19% | 110 |
|
|
2022
Q2 | $1M | Buy |
32,108
+2,511
| +8% | +$78.2K | 0.2% | 99 |
|
|
2022
Q1 | $1.22M | Buy |
29,597
+643
| +2% | +$26.5K | 0.22% | 96 |
|
|
2021
Q4 | $1.29M | Buy |
28,954
+498
| +2% | +$22.2K | 0.23% | 87 |
|
|
2021
Q3 | $1.21M | Buy |
28,456
+988
| +4% | +$41.9K | 0.24% | 90 |
|
|
2021
Q2 | $1.13M | Buy |
27,468
+3,324
| +14% | +$137K | 0.22% | 95 |
|
|
2021
Q1 | $934K | Buy |
24,144
+4,297
| +22% | +$166K | 0.22% | 98 |
|
|
2020
Q4 | $602K | Buy |
19,847
+3,334
| +20% | +$101K | 0.14% | 114 |
|
|
2020
Q3 | $398K | Sell |
16,513
-2,446
| -13% | -$59K | 0.13% | 109 |
|
|
2020
Q2 | $456K | Buy |
18,959
+6,898
| +57% | +$166K | 0.15% | 102 |
|
|
2020
Q1 | $256K | Buy |
12,061
+2,303
| +24% | +$48.9K | 0.1% | 104 |
|
|
2019
Q4 | $344K | Buy |
9,758
+1,191
| +14% | +$42K | 0.12% | 93 |
|
|
2019
Q3 | $250K | Buy |
+8,567
| New | +$250K | 0.08% | 117 |
|