Geneos Wealth Management’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 | $27.9K | Sell |
23
-46
| -67% | -$55.8K | ﹤0.01% | 1876 |
|
|
2025
Q1 | $85.2K | Buy |
69
+46
| +200% | +$56.8K | ﹤0.01% | 1654 |
|
|
2024
Q4 | $28K | Hold |
23
| – | – | ﹤0.01% | 1569 |
|
|
2024
Q3 | $29.3K | Buy |
+23
| New | +$29.3K | ﹤0.01% | 1402 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$9K | – | 2044 |
|
|
2022
Q2 | $9K | Hold |
8
| – | – | ﹤0.01% | 1972 |
|
|
2022
Q1 | $10K | Buy |
+8
| New | +$10K | ﹤0.01% | 2080 |
|