GFG
Goldstone Financial Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
30,441
+6,348
| +26% | +$311K | 0.2% | 71 |
|
|
2025
Q1 | $1.01M | Buy |
24,093
+5,330
| +28% | +$222K | 0.15% | 86 |
|
|
2024
Q4 | $825K | Buy |
18,763
+3,271
| +21% | +$144K | 0.13% | 96 |
|
|
2024
Q3 | $615K | Buy |
15,492
+2,895
| +23% | +$115K | 0.11% | 103 |
|
|
2024
Q2 | $501K | Buy |
12,597
+728
| +6% | +$29K | 0.1% | 111 |
|
|
2024
Q1 | $450K | Buy |
11,869
+2,161
| +22% | +$81.9K | 0.1% | 108 |
|
|
2023
Q4 | $327K | Buy |
9,708
+1,067
| +12% | +$35.9K | 0.08% | 116 |
|
|
2023
Q3 | $237K | Sell |
8,641
-742
| -8% | -$20.3K | 0.07% | 132 |
|
|
2023
Q2 | $269K | Buy |
9,383
+2,296
| +32% | +$65.9K | 0.08% | 134 |
|
|
2023
Q1 | $203K | Buy |
+7,087
| New | +$203K | 0.07% | 150 |
|