HBC Financial Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $65K | Hold |
1,498
| – | – | 0.04% | 63 |
|
2024
Q3 | $63K | Hold |
1,498
| – | – | 0.04% | 70 |
|
2024
Q2 | $61K | Hold |
1,498
| – | – | 0.04% | 66 |
|
2024
Q1 | $55K | Sell |
1,498
-1,000
| -40% | -$36.7K | 0.04% | 64 |
|
2023
Q4 | $84K | Hold |
2,498
| – | – | 0.06% | 48 |
|
2023
Q3 | $68K | Hold |
2,498
| – | – | 0.05% | 49 |
|
2023
Q2 | $76K | Hold |
2,498
| – | – | 0.05% | 52 |
|
2023
Q1 | $75K | Hold |
2,498
| – | – | 0.06% | 50 |
|
2022
Q4 | $85K | Sell |
2,498
-2,000
| -44% | -$68.1K | 0.07% | 45 |
|
2022
Q3 | $135K | Hold |
4,498
| – | – | 0.11% | 31 |
|
2022
Q2 | $143K | Hold |
4,498
| – | – | 0.11% | 31 |
|
2022
Q1 | $163K | Hold |
4,498
| – | – | 0.12% | 30 |
|
2021
Q4 | $200K | Hold |
4,498
| – | – | 0.13% | 27 |
|
2021
Q3 | $198K | Hold |
4,498
| – | – | 0.13% | 27 |
|
2021
Q2 | $166K | Hold |
4,498
| – | – | 0.11% | 32 |
|
2021
Q1 | $174K | Sell |
4,498
-1
| -0% | -$39 | 0.12% | 30 |
|
2020
Q4 | $148K | Sell |
4,499
-1,000
| -18% | -$32.9K | 0.11% | 28 |
|
2020
Q3 | $153K | Buy |
5,499
+5,202
| +1,752% | +$145K | 0.13% | 25 |
|
2020
Q2 | $11K | Sell |
297
-5,601
| -95% | -$207K | 0.01% | 111 |
|
2020
Q1 | $116K | Sell |
5,898
-1
| -0% | -$20 | 0.13% | 27 |
|
2019
Q4 | $204K | Buy |
+5,899
| New | +$204K | 0.18% | 25 |
|