Independent Family Office’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
Q3 | – | Sell |
-6,815
| Closed | -$271K | – | 72 |
|
|
2024
Q2 | $271K | Sell |
6,815
-404
| -6% | -$16.1K | 0.15% | 57 |
|
|
2024
Q1 | $274K | Hold |
7,219
| – | – | 0.15% | 65 |
|
|
2023
Q4 | $243K | Buy |
+7,219
| New | +$243K | 0.14% | 67 |
|
|
2023
Q3 | – | Sell |
-7,219
| Closed | -$207K | – | 70 |
|
|
2023
Q2 | $207K | Hold |
7,219
| – | – | 0.13% | 66 |
|
|
2023
Q1 | $206K | Hold |
7,219
| – | – | 0.12% | 68 |
|
|
2022
Q4 | $239K | Sell |
7,219
-1,250
| -15% | -$41.4K | 0.14% | 65 |
|
|
2022
Q3 | $256K | Buy |
8,469
+1,250
| +17% | +$37.8K | 0.13% | 62 |
|
|
2022
Q2 | $225 | Hold |
7,219
| – | – | 0.11% | 63 |
|
|
2022
Q1 | $298K | Buy |
+7,219
| New | +$298K | 0.1% | 58 |
|