Householder Group Estate & Retirement Specialist’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 | $18K | Sell |
415
-6,096
| -94% | -$264K | 0.01% | 299 |
|
|
2024
Q3 | $258K | Buy |
6,511
+325
| +5% | +$12.9K | 0.08% | 209 |
|
|
2024
Q2 | $246K | Buy |
6,186
+2,831
| +84% | +$113K | 0.07% | 220 |
|
|
2024
Q1 | $127K | Buy |
3,355
+193
| +6% | +$7.32K | 0.04% | 313 |
|
|
2023
Q4 | $106K | Sell |
3,162
-2,307
| -42% | -$77.3K | 0.03% | 327 |
|
|
2023
Q3 | $150K | Buy |
+5,469
| New | +$150K | 0.05% | 251 |
|
|
2023
Q1 | $127K | Buy |
4,430
+1,569
| +55% | +$45K | 0.05% | 255 |
|
|
2022
Q4 | $94K | Buy |
2,861
+255
| +10% | +$8.38K | 0.14% | 76 |
|
|
2022
Q3 | $78K | Buy |
+2,606
| New | +$78K | 0.03% | 307 |
|