Jones Financial Companies’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
224
+74
| +49% | +$88.9K | ﹤0.01% | 1536 |
|
|
2025
Q1 | $184K | Buy |
150
+76
| +103% | +$93K | ﹤0.01% | 1524 |
|
|
2024
Q4 | $90.2K | Sell |
74
-16
| -18% | -$19.5K | ﹤0.01% | 1658 |
|
|
2024
Q3 | $116K | Buy |
90
+70
| +350% | +$90.3K | ﹤0.01% | 1340 |
|
|
2024
Q2 | $23.9K | Sell |
20
-2
| -9% | -$2.39K | ﹤0.01% | 1490 |
|
|
2024
Q1 | $26.3K | Hold |
22
| – | – | ﹤0.01% | 847 |
|
|
2023
Q4 | $26.5K | Hold |
22
| – | – | ﹤0.01% | 554 |
|
|
2023
Q3 | $24.5K | Hold |
22
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $25.8K | Hold |
22
| – | – | ﹤0.01% | 404 |
|
|
2023
Q1 | $25.7K | Hold |
22
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $26K | Buy |
22
+20
| +1,000% | +$23.6K | ﹤0.01% | 392 |
|
|
2022
Q3 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 504 |
|