Golden State Equity Partners’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 | $3.26M | Sell |
68,967
-6
| -0% | -$284 | 0.6% | 30 |
|
|
2025
Q1 | $2.88M | Buy |
68,973
+971
| +1% | +$40.5K | 0.57% | 41 |
|
|
2024
Q4 | $2.99M | Buy |
68,002
+59,509
| +701% | +$2.62M | 0.57% | 35 |
|
|
2024
Q3 | $337K | Sell |
8,493
-54,510
| -87% | -$2.16M | 0.18% | 134 |
|
|
2024
Q2 | $2.51M | Buy |
+63,003
| New | +$2.51M | 0.52% | 39 |
|
|
2023
Q4 | $2.48M | Sell |
73,526
-159
| -0.2% | -$5.35K | 0.6% | 37 |
|
|
2023
Q3 | $2.02M | Sell |
73,685
-667
| -0.9% | -$18.3K | 0.56% | 43 |
|
|
2023
Q2 | $2.13M | Buy |
74,352
+13,647
| +22% | +$392K | 0.6% | 34 |
|
|
2023
Q1 | $1.74M | Buy |
+60,705
| New | +$1.74M | 0.94% | 30 |
|
|
2022
Q1 | $3.98M | Buy |
96,470
+2,679
| +3% | +$110K | 2% | 6 |
|
|
2021
Q4 | $4.17M | Sell |
93,791
-367
| -0.4% | -$16.3K | 2.11% | 9 |
|
|
2021
Q3 | $4M | Buy |
94,158
+3,316
| +4% | +$141K | 1.63% | 13 |
|
|
2021
Q2 | $3.75M | Buy |
90,842
+10,374
| +13% | +$428K | 1.44% | 15 |
|
|
2021
Q1 | $3.11M | Buy |
80,468
+9,474
| +13% | +$367K | 1.78% | 13 |
|
|
2020
Q4 | $2.15M | Buy |
+70,994
| New | +$2.15M | 1.48% | 8 |
|