Greystone Financial Group’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 | $431K | Hold |
9,099
| – | – | 0.07% | 86 |
|
|
2025
Q1 | $380K | Hold |
9,099
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $400K | Hold |
9,099
| – | – | 0.07% | 86 |
|
|
2024
Q3 | $361K | Hold |
9,099
| – | – | 0.06% | 95 |
|
|
2024
Q2 | $362K | Hold |
9,099
| – | – | 0.07% | 94 |
|
|
2024
Q1 | $345K | Sell |
9,099
-696
| -7% | -$26.4K | 0.07% | 97 |
|
|
2023
Q4 | $330K | Sell |
9,795
-127,708
| -93% | -$4.3M | 0.08% | 93 |
|
|
2023
Q3 | $3.76M | Buy |
137,503
+1,965
| +1% | +$53.8K | 0.94% | 45 |
|
|
2023
Q2 | $3.89M | Buy |
135,538
+126,089
| +1,334% | +$3.62M | 0.9% | 42 |
|
|
2023
Q1 | $270K | Buy |
+9,449
| New | +$270K | 0.07% | 90 |
|