Game Plan Financial Advisors’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 | $161K | Buy |
3,406
+2
| +0.1% | +$95 | 0.07% | 93 |
|
|
2025
Q1 | $142K | Buy |
3,404
+3
| +0.1% | +$125 | 0.07% | 95 |
|
|
2024
Q4 | $149K | Buy |
3,401
+2
| +0.1% | +$88 | 0.07% | 99 |
|
|
2024
Q3 | $135K | Sell |
3,399
-322
| -9% | -$12.8K | 0.07% | 100 |
|
|
2024
Q2 | $148K | Buy |
3,721
+309
| +9% | +$12.3K | 0.07% | 109 |
|
|
2024
Q1 | $129K | Buy |
3,412
+4
| +0.1% | +$152 | 0.07% | 110 |
|
|
2023
Q4 | $115K | Buy |
+3,408
| New | +$115K | 0.07% | 114 |
|
|
2020
Q2 | – | Sell |
-14,160
| Closed | -$300K | – | 63 |
|
|
2020
Q1 | $300K | Buy |
14,160
+450
| +3% | +$9.53K | 0.35% | 54 |
|
|
2019
Q4 | $483K | Buy |
+13,710
| New | +$483K | 0.45% | 54 |
|