Hoxton Planning & Management’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 | $337K | Buy |
7,116
+90
| +1% | +$4.26K | 0.12% | 141 |
|
|
2025
Q1 | $293K | Buy |
7,026
+28
| +0.4% | +$1.17K | 0.11% | 151 |
|
|
2024
Q4 | $308K | Buy |
6,998
+571
| +9% | +$25.1K | 0.12% | 153 |
|
|
2024
Q3 | $255K | Buy |
6,427
+402
| +7% | +$16K | 0.1% | 174 |
|
|
2024
Q2 | $240K | Sell |
6,025
-419
| -7% | -$16.7K | 0.11% | 135 |
|
|
2024
Q1 | $244K | Buy |
+6,444
| New | +$244K | 0.12% | 137 |
|
|
2023
Q1 | – | Sell |
-7,556
| Closed | -$250K | – | 158 |
|
|
2022
Q4 | $250K | Buy |
+7,556
| New | +$250K | 0.13% | 136 |
|