Intrepid Financial Planning Group’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 | $1.17M | Buy |
24,648
+251
| +1% | +$11.9K | 0.49% | 48 |
|
|
2025
Q1 | $1.02M | Hold |
24,397
| – | – | 0.47% | 46 |
|
|
2024
Q4 | $1.07M | Hold |
24,397
| – | – | 0.45% | 49 |
|
|
2024
Q3 | $968K | Hold |
24,397
| – | – | 0.41% | 52 |
|
|
2024
Q2 | $970K | Buy |
24,397
+374
| +2% | +$14.9K | 0.42% | 48 |
|
|
2024
Q1 | $911K | Hold |
24,023
| – | – | 0.39% | 52 |
|
|
2023
Q4 | $809K | Hold |
24,023
| – | – | 0.39% | 48 |
|
|
2023
Q3 | $658K | Hold |
24,023
| – | – | 0.34% | 52 |
|
|
2023
Q2 | $689K | Sell |
24,023
-503
| -2% | -$14.4K | 0.33% | 55 |
|
|
2023
Q1 | $701K | Buy |
24,526
+3
| +0% | +$86 | 0.35% | 52 |
|
|
2022
Q4 | $812K | Hold |
24,523
| – | – | 0.44% | 46 |
|
|
2022
Q3 | $741K | Buy |
24,523
+229
| +0.9% | +$6.92K | 0.42% | 45 |
|
|
2022
Q2 | $756K | Buy |
+24,294
| New | +$756K | 0.42% | 46 |
|