Harfst & Associates’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 | $237K | Hold |
5,002
| – | – | 0.05% | 91 |
|
|
2025
Q1 | $209K | Sell |
5,002
-44
| -0.9% | -$1.84K | 0.05% | 116 |
|
|
2024
Q4 | $222K | Buy |
+5,046
| New | +$222K | 0.05% | 89 |
|
|
2022
Q2 | – | Sell |
-5,002
| Closed | -$206K | – | 109 |
|
|
2022
Q1 | $206K | Sell |
5,002
-53
| -1% | -$2.18K | 0.05% | 118 |
|
|
2021
Q4 | $224K | Buy |
5,055
+53
| +1% | +$2.35K | 0.06% | 115 |
|
|
2021
Q3 | $212K | Hold |
5,002
| – | – | 0.06% | 122 |
|
|
2021
Q2 | $206K | Buy |
+5,002
| New | +$206K | 0.06% | 128 |
|