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
2022
Q3
Sell
2022
Q2
$105K Sell
2022
Q1
$152K Buy
2021
Q4
Sell
2021
Q3
$186K Sell
2021
Q2
$183K Buy
2021
Q1
$162K Hold
2020
Q4
$127K Buy
2020
Q3
Sell
2020
Q2
$89K Hold
2020
Q1
$79K Buy
2019
Q4
$131K Hold
2019
Q3
$108K Hold
2019
Q2
$108K Sell
2019
Q1
$3.72K Buy