Joseph P. Lucia & Associates’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $186K | Sell |
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|
2021
Q2 | $183K | Buy |
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|
2021
Q1 | $162K | Hold |
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|
2020
Q4 | $127K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $89K | Hold |
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|
2020
Q1 | $79K | Buy |
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|
2019
Q4 | $131K | Hold |
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|
2019
Q3 | $108K | Hold |
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|
2019
Q2 | $108K | Sell |
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|
2019
Q1 | $3.72K | Buy |
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