Horizon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69K | Buy |
78
+43
| +123% | +$2.04K | ﹤0.01% | 176 |
|
|
2025
Q1 | $1.46K | Buy |
+35
| New | +$1.46K | ﹤0.01% | 190 |
|
|
2024
Q4 | – | Sell |
-11
| Closed | -$425 | – | 253 |
|
|
2024
Q3 | $425 | Hold |
11
| – | – | ﹤0.01% | 253 |
|
|
2024
Q2 | $423 | Buy |
+11
| New | +$423 | ﹤0.01% | 245 |
|
|
2022
Q2 | – | Sell |
-5,321
| Closed | -$219K | – | 58 |
|
|
2022
Q1 | $219K | Buy |
5,321
+63
| +1% | +$2.59K | 0.14% | 54 |
|
|
2021
Q4 | $234K | Hold |
5,258
| – | – | 0.14% | 52 |
|
|
2021
Q3 | $223K | Sell |
5,258
-172
| -3% | -$7.3K | 0.15% | 59 |
|
|
2021
Q2 | $224K | Sell |
5,430
-470
| -8% | -$19.4K | 0.16% | 58 |
|
|
2021
Q1 | $228K | Sell |
5,900
-118
| -2% | -$4.56K | 0.2% | 20 |
|
|
2020
Q4 | $182K | Hold |
6,018
| – | – | 0.17% | 23 |
|
|
2020
Q3 | $145K | Buy |
+6,018
| New | +$145K | 0.14% | 22 |
|